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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
3051
Werba Rubin Papier Wealth Management
California
$236K -$6.3K -38 -3%
WWP
3052
Walden Wealth Partners
Ohio
$236K +$230K +1,387 New
CV
3053
Counterweight Ventures
North Carolina
$235K +$230K +1,384 New
IAG
3054
Investment Advisory Group
Massachusetts
$235K – – –
BFIC
3055
Bedell Frazier Investment Counselling
California
$234K – – –
AL
3056
ADE LLC
Maryland
$234K – – –
DW
3057
Dodds Wealth
Colorado
$234K +$228K +1,377 New
MAWA
3058
Moss Adams Wealth Advisors
Washington
$234K -$16.8K -101 -7%
OCM
3059
Osterweis Capital Management
California
$234K – – –
AL
3060
ACAS LLC
California
$233K – – –
WCFA
3061
Walkner Condon Financial Advisors
Wisconsin
$233K +$227K +1,369 New
LHWM
3062
Lake Hills Wealth Management
Texas
$232K +$227K +1,368 New
ACM
3063
Ategra Capital Management
Virginia
$231K – – –
AWM
3064
Allen Wealth Management
North Carolina
$231K +$226K +1,362 New
BSHC
3065
Breed's Hill Capital
Massachusetts
$230K +$225K +1,355 New
DIP
3066
Davis Investment Partners
North Carolina
$230K – – –
NFG
3067
Northeast Financial Group
Pennsylvania
$229K – – –
VP
3068
Verum Partners
North Carolina
$228K -$25.5K -154 -10%
HFF
3069
Halter Ferguson Financial
Indiana
$227K +$222K +1,339 New
RFA
3070
ROI Financial Advisors
Oregon
$227K +$222K +1,336 New
BAM
3071
BOS Asset Management
Illinois
$227K +$6.63K +40 +3%
MIM
3072
Meixler Investment Management
Arizona
$226K -$3.32K -20 -1%
BSC
3073
Brown Shipley & Co
United Kingdom
$226K – – –
AW
3074
Alaethes Wealth
Nevada
$226K – – –
CWA
3075
Canvas Wealth Advisors
Kansas
$225K -$14.4K -87 -6%
121 122
123
124 125