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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3051
Tucker Asset Management
Colorado
$169K +$28.2K +158 +21%
HRC
3052
Hoertkorn Richard Charles
$168K – – –
NECFA
3053
New England Capital Financial Advisors
Connecticut
$167K +$176K +986 New
RWM
3054
Ruedi Wealth Management
Illinois
$167K +$164K +922 New
VIA
3055
Virtus Investment Advisers
Connecticut
$166K – – –
ST
3056
Sageworth Trust
Pennsylvania
$164K +$1.96K +11 +1%
MWA
3057
Miller Wealth Advisors
Colorado
$163K – – –
FFL
3058
Financial Freedom LLC
Ohio
$160K +$158K +884 New
BHWM
3059
Beaird Harris Wealth Management
Texas
$160K +$58.3K +327 +59%
CCA
3060
Column Capital Advisors
Indiana
$159K +$31.2K +175 +25%
EL
3061
EMFO LLC
Florida
$157K – – –
NOI
3062
Newton One Investments
Delaware
$153K – – –
AS
3063
Altshuler Shaham
Israel
$152K -$36.4K -204 -19%
WAS
3064
Winch Advisory Services
Wisconsin
$152K – – –
CCM
3065
Cribstone Capital Management
Maine
$149K +$22.3K +125 +18%
AF
3066
Affiance Financial
Minnesota
$148K +$146K +820 New
RA
3067
Rise Advisors
New York
$148K – – –
PPWM
3068
PFG Private Wealth Management
Florida
$144K -$4.64K -26 -3%
FSWA
3069
Financial Synergies Wealth Advisors
Texas
$143K +$22.3K +125 +19%
CCMW
3070
Cypress Capital Management (Wyoming)
Wyoming
$141K – – –
CPG
3071
Cornerstone Planning Group
New Jersey
$137K +$144K +805 New
CPFP
3072
Clear Perspectives Financial Planning
Ohio
$133K -$1.43K -8 -1%
CA
3073
Crewe Advisors
Utah
$130K -$21.8K -122 -14%
LF
3074
Lee Financial
Texas
$128K – – –
SC
3075
Schubert & Co
Texas
$120K +$2.5K +14 +2%
121 122
123
124 125