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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3026
Capital Planning Advisors
California
$201K +$193K +1,102 New
AF
3027
Aldebaran Financial
$201K +$192K +1,100 New
BC
3028
Barrett & Company
Rhode Island
$198K – – –
HWM
3029
HighMark Wealth Management
Minnesota
$197K -$42.3K -242 -18%
OBWP
3030
O'Brien Wealth Partners
Massachusetts
$196K -$54.4K -311 -22%
HIM
3031
Hillsdale Investment Management
Ontario, Canada
$194K +$22.7K +130 +14%
FSWA
3032
Financial Synergies Wealth Advisors
Texas
$192K +$45.6K +261 +33%
ST
3033
Sageworth Trust
Pennsylvania
$190K +$23.2K +133 +15%
OA
3034
Operose Advisors
Wisconsin
$188K – – –
CWAF
3035
Core Wealth Advisors (Florida)
Florida
$187K -$8.22K -47 -4%
RMC
3036
Resources Management Corp
Connecticut
$185K -$12.3M -70,444 -87%
NECFA
3037
New England Capital Financial Advisors
Connecticut
$181K +$874 +5 +0.5%
PP
3038
PFS Partners
New Jersey
$180K +$2.27K +13 +1%
SCM
3039
Silvant Capital Management
Georgia
$177K – – –
JSAM
3040
J. Safra Asset Management
New York
$176K +$169K +967 New
CA
3041
Crewe Advisors
Utah
$172K +$38.5K +220 +30%
HRC
3042
Hoertkorn Richard Charles
$170K – – –
VIA
3043
Virtus Investment Advisers
Connecticut
$168K – – –
FFL
3044
Financial Freedom LLC
Ohio
$163K +$1.75K +10 +1%
WAS
3045
Winch Advisory Services
Wisconsin
$159K +$6.12K +35 +4%
PPWM
3046
PFG Private Wealth Management
Florida
$159K +$13.1K +75 +9%
NOI
3047
Newton One Investments
Delaware
$155K – – –
RA
3048
Rise Advisors
New York
$153K +$3.5K +20 +2%
EL
3049
EMFO LLC
Florida
$151K -$6.99K -40 -5%
CCA
3050
Catalyst Capital Advisors
New York
$147K -$47.5K -272 -25%
120 121
122
123 124