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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3026
Traveka Wealth
California
$271K +$43.6K +280 +19%
ORC
3027
O'Rourke & Company
Massachusetts
$271K +$36.9K +237 +16%
ACM
3028
Advance Capital Management
Michigan
$270K -$15.1K -97 -5%
BOC
3029
Bull Oak Capital
California
$270K – – –
FFC
3030
Frederick Financial Consultants
Maryland
$270K -$20.3K -130 -7%
MM
3031
Meridian Management
Arkansas
$269K – – –
PAS
3032
PKS Advisory Services
New York
$269K +$15.3K +98 +6%
FGA
3033
Fortis Group Advisors
New Jersey
$269K -$1.36M -8,705 -84%
BFF
3034
Byrne Financial Freedom
Massachusetts
$269K +$5.92K +38 +2%
UCB
3035
United Community Bank
South Carolina
$268K -$125K -802 -32%
RFG
3036
REAP Financial Group
Texas
$268K +$34.3K +220 +15%
RA
3037
Riversedge Advisors
Delaware
$268K -$322K -2,069 -55%
WAG
3038
Wallace Advisory Group
California
$268K +$16.8K +108 +7%
CAU
3039
Caxton Associates (UK)
$267K +$268K +1,722 New
OA
3040
Oasis Advisors
Iowa
$267K +$267K +1,716 New
DFG
3041
Demars Financial Group
Washington
$267K -$754K -4,838 -74%
AMPWP
3042
Alvarez & Marsal Private Wealth Partners
Florida
$267K +$51.9K +333 +24%
OWA
3043
Opal Wealth Advisors
New York
$266K +$267K +1,714 New
BGAI
3044
Bruce G. Allen Investments
Colorado
$266K -$15K -96 -5%
OCM
3045
Orser Capital Management
Texas
$266K – – –
CFA
3046
Camarda Financial Advisors
Florida
$265K +$266K +1,709 New
DIP
3047
DT Investment Partners
Pennsylvania
$265K -$20.7K -133 -7%
PSCM
3048
Per Stirling Capital Management
Texas
$264K -$56.7K -364 -18%
CCM
3049
Consolidated Capital Management
California
$264K – – –
GP
3050
GLR Partners
Maryland
$264K +$265K +1,699 New
120 121
122
123 124