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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3026
Safir Wealth Advisors
New Hampshire
$215K – – –
PWM
3027
Penobscot Wealth Management
Maine
$215K – – –
WCM
3028
Windsor Capital Management
Arizona
$215K +$373 +2 +0.2%
I
3029
INVST
Indiana
$214K +$10.4K +56 +5%
P
3030
&Partners
Tennessee
$214K +$216K +1,156 New
CPRC
3031
Consolidated Portfolio Review Corp
New York
$214K -$12.1K -65 -5%
BWFA
3032
Baltimore-Washington Financial Advisors
Maryland
$213K +$187 +1 +0.1%
PSP
3033
Pacific Sage Partners
Washington
$213K +$373 +2 +0.2%
CFA
3034
Cahill Financial Advisors
Minnesota
$213K +$214K +1,148 New
CAM
3035
Campion Asset Management
Virginia
$212K – – –
BBW
3036
Blue Barn Wealth
Utah
$211K -$12.1K -65 -5%
HWM
3037
HFR Wealth Management
New York
$211K – – –
MSA
3038
McAlister Sweet & Associates
Texas
$211K – – –
SFG
3039
Snider Financial Group
Washington
$211K +$212K +1,138 New
AA
3040
Altrafin AG
$210K +$212K +1,135 New
LSA
3041
L & S Advisors
California
$209K -$6.73M -36,046 -97%
JJBC
3042
James J. Burns & Company
New York
$209K +$211K +1,131 New
MAM
3043
Marotta Asset Management
Virginia
$209K +$211K +1,128 New
BA
3044
Ballew Advisors
Mississippi
$209K – – –
WWG
3045
West Wealth Group
California
$208K +$1.12K +6 +0.5%
SDWIA
3046
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
BIM
3047
Barton Investment Management
Pennsylvania
$207K – – –
AWA
3048
Aletheian Wealth Advisors
Washington
$207K +$209K +1,120 New
HFS
3049
Heritage Financial Services
Massachusetts
$206K -$20.2K -108 -9%
CGFA
3050
Colton Groome Financial Advisors
North Carolina
$206K – – –
120 121
122
123 124