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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3051
Talbot Financial
Washington
$221K – – –
ZWA
3052
Zinnia Wealth Advisory
Florida
$220K +$748 +5 +0.3%
BGAI
3053
Bruce G. Allen Investments
Colorado
$220K -$12.7K -85 -5%
BC
3054
Brio Consultants
California
$220K +$8.67K +58 +4%
SGCA
3055
Steel Grove Capital Advisors
Tennessee
$220K -$26K -174 -10%
SGFG
3056
Silver Grove Financial Group
New York
$220K +$11.1K +74 +5%
PD
3057
Planning Directions
Pennsylvania
$220K +$2.09K +14 +0.9%
AWM
3058
Ameliora Wealth Management
Switzerland
$219K – – –
BRWM
3059
Blue Rock Wealth Management
North Carolina
$218K -$9.42K -63 -4%
CIA
3060
Cape Investment Advisory
Georgia
$218K -$36.2K -242 -13%
BA
3061
Bard Associates
Illinois
$218K +$2.39K +16 +1%
GPWA
3062
Gaddis Premier Wealth Advisors
Oklahoma
$217K -$150 -1 -0.1%
LFP
3063
Lakeshore Financial Planning
Michigan
$217K -$150 -1 -0.1%
SCM
3064
Sage Capital Management
New Jersey
$217K – – –
HC
3065
Hoese & Co
Minnesota
$217K +$89.7K +600 +60%
MF
3066
Manchester Financial
California
$216K -$10.3K -69 -4%
TA
3067
TrueWealth Advisors
Alabama
$216K +$1.35K +9 +0.6%
CFSG
3068
Clark Financial Services Group
Missouri
$216K -$122K -816 -34%
ACA
3069
Ascension Capital Advisors
Texas
$216K +$14.5K +97 +6%
KBFS
3070
Kohmann Bosshard Financial Services
Ohio
$215K – – –
NAC
3071
NI Acquisitions Company
Pennsylvania
$215K +$76.4K +511 New
CWM
3072
Castle Wealth Management
Florida
$215K +$8.22K +55 +4%
CA
3073
Calton & Associates
Florida
$215K -$108K -723 -31%
PFM
3074
Phillips Financial Management
Indiana
$214K -$52K -348 -18%
CPA
3075
Capital Performance Advisors
California
$214K -$920K -6,151 -80%
121 122
123
124 125