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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3026
Bridge Advisory
California
$201K +$193K +1,105 New
CPA
3027
Capital Planning Advisors
California
$201K +$193K +1,102 New
AF
3028
Aldebaran Financial
$201K +$192K +1,100 New
BC
3029
Barrett & Company
Rhode Island
$198K – – –
HWM
3030
HighMark Wealth Management
Minnesota
$197K -$42.3K -242 -18%
OBWP
3031
O'Brien Wealth Partners
Massachusetts
$196K -$54.4K -311 -22%
HIM
3032
Hillsdale Investment Management
Ontario, Canada
$194K +$22.7K +130 +14%
FSWA
3033
Financial Synergies Wealth Advisors
Texas
$192K +$45.6K +261 +33%
ST
3034
Sageworth Trust
Pennsylvania
$190K +$23.2K +133 +15%
OA
3035
Operose Advisors
Wisconsin
$188K – – –
CWAF
3036
Core Wealth Advisors (Florida)
Florida
$187K -$8.22K -47 -4%
RMC
3037
Resources Management Corp
Connecticut
$185K -$12.3M -70,444 -87%
NECFA
3038
New England Capital Financial Advisors
Connecticut
$181K +$874 +5 +0.5%
PP
3039
PFS Partners
New Jersey
$180K +$2.27K +13 +1%
SCM
3040
Silvant Capital Management
Georgia
$177K – – –
JSAM
3041
J. Safra Asset Management
New York
$176K +$169K +967 New
CA
3042
Crewe Advisors
Utah
$172K +$38.5K +220 +30%
HRC
3043
Hoertkorn Richard Charles
$170K – – –
VIA
3044
Virtus Investment Advisers
Connecticut
$168K – – –
FFL
3045
Financial Freedom LLC
Ohio
$163K +$1.75K +10 +1%
WAS
3046
Winch Advisory Services
Wisconsin
$159K +$6.12K +35 +4%
PPWM
3047
PFG Private Wealth Management
Florida
$159K +$13.1K +75 +9%
NOI
3048
Newton One Investments
Delaware
$155K – – –
RA
3049
Rise Advisors
New York
$153K +$3.5K +20 +2%
EL
3050
EMFO LLC
Florida
$151K -$6.99K -40 -5%
120 121
122
123 124