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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
3076
Richardson Financial Services
Massachusetts
$210K -$14.7K -98 -6%
CWM
3077
C2C Wealth Management
Arizona
$210K – – –
WAG
3078
Wilkerson Advisory Group
Missouri
$210K -$73.7K -493 -24%
WE
3079
Wealth Effects
Massachusetts
$208K +$9.87K +66 +4%
OWP
3080
ORG Wealth Partners
Texas
$208K +$136K +911 +146%
UOTTAIMCU
3081
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$207K +$113K +755 +97%
WAM
3082
Walker Asset Management
Missouri
$207K -$72.8K -487 -24%
MKW
3083
Mullaney, Keating & Wright
Connecticut
$207K – – –
BBPWM
3084
Blue Bell Private Wealth Management
Pennsylvania
$206K – – –
BWS
3085
BCR Wealth Strategies
Alabama
$206K – – –
PWM
3086
Provident Wealth Management
Tennessee
$206K +$4.79K +32 +2%
IA
3087
Inspire Advisors
Idaho
$206K +$3.44K +23 +2%
HIP
3088
Harrell Investment Partners
Texas
$206K -$2.69K -18 -1%
CC
3089
Clearwave Capital
California
$206K +$227K +1,518 New
SLWA
3090
San Luis Wealth Advisors
California
$205K -$24.8K -166 -10%
PFG
3091
PAX Financial Group
Texas
$205K +$25.6K +171 +13%
BCM
3092
Birch Capital Management
Texas
$205K -$10.9K -73 -5%
GCP
3093
Guardian Capital (Pennsylvania)
Pennsylvania
$205K -$62.8K -420 -22%
CCWM
3094
Correct Capital Wealth Management
Missouri
$204K +$299 +2 +0.1%
TI
3095
tru Independence
Oregon
$204K +$2.24K +15 +1%
IWS
3096
Insight Wealth Strategies
California
$203K -$101K -676 -32%
AMPWP
3097
Alvarez & Marsal Private Wealth Partners
Florida
$203K -$32.6K -218 -13%
JGC
3098
J. Goldman & Co
New York
$203K -$1.51M -10,100 -87%
EG
3099
Ellerson Group
Maryland
$203K -$5.98K -40 -3%
OWM
3100
Orgel Wealth Management
Wisconsin
$203K – – –
122 123
124
125 126