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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAC
3076
Private Wealth Advisors (California)
California
$225K -$181K -1,090 -45%
HFA
3077
High Falls Advisors
New York
$224K – – –
HFW
3078
Horizon Family Wealth
Illinois
$224K -$166 -1 -0.1%
CMAI
3079
Capital Management Associates Inc
Minnesota
$223K +$218K +1,314 New
MAS
3080
Madden Advisory Services
Florida
$222K +$332 +2 +0.2%
PCM
3081
Pennsylvania Capital Management
Pennsylvania
$222K -$9.12K -55 -4%
RAM
3082
Riggs Asset Management
Pennsylvania
$222K -$2.32K -14 -1%
ODIJL
3083
One Day In July LLC
Vermont
$222K -$33K -199 -13%
FP
3084
Financial Perspectives
Minnesota
$221K +$995 +6 +0.5%
GA
3085
Greytown Advisors
Florida
$221K -$47.4K -286 -18%
SFC
3086
Swisher Financial Concepts
Ohio
$221K +$222K +1,336 New
HR
3087
Hardy Reed
Mississippi
$221K +$216K +1,301 New
NA
3088
Nottingham Advisors
New York
$221K +$5.47K +33 +3%
JLBC
3089
J.L. Bainbridge & Co
Florida
$221K – – –
FFM
3090
Flagstone Financial Management
Nebraska
$220K – – –
CFO
3091
Collective Family Office
Pennsylvania
$220K -$4.97K -30 -2%
LAM
3092
Lifestyle Asset Management
Texas
$220K -$14.9K -90 -7%
CCA
3093
Catalyst Capital Advisors
New York
$220K +$45.4K +274 +27%
DBG
3094
De Burlo Group
Massachusetts
$220K – – –
AFGAS
3095
Allegiance Financial Group Advisory Services
Virginia
$219K – – –
TWM
3096
TriaGen Wealth Management
California
$219K +$1.49K +9 +0.7%
RW
3097
RVW Wealth
California
$219K – – –
MAM
3098
Milestone Asset Management
Pennsylvania
$219K -$11.1K -67 -5%
PAG
3099
Paladin Advisory Group
Iowa
$219K -$4.15K -25 -2%
KWM
3100
Keebeck Wealth Management
Illinois
$218K +$211K +1,275 New
122 123
124
125 126