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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
3076
Financial Management Professionals
Texas
$178K -$31K -230 -15%
SGC
3077
Slocum, Gordon & Co
Rhode Island
$173K -$137K -1,018 -44%
HC
3078
Hoese & Co
Minnesota
$172K -$108K -805 -38%
RF
3079
Roxbury Financial
New Jersey
$170K -$73.4K -545 -30%
CWM
3080
Centricity Wealth Management
Ohio
$167K -$12K -89 -7%
POIA
3081
Pin Oak Investment Advisors
Texas
$167K – – –
BC
3082
Barrett & Company
Rhode Island
$167K -$14.8K -110 -8%
OW
3083
Olistico Wealth
Oklahoma
$163K +$269 +2 +0.2%
WPWM
3084
Western Pacific Wealth Management
Illinois
$162K – – –
BA
3085
Bellwether Advisors
Nebraska
$160K – – –
KHC
3086
Koesten Hirschmann & Crabtree
Kansas
$155K – – –
BCM
3087
Birch Capital Management
Texas
$152K -$12.7K -94 -8%
ACA
3088
Atlas Capital Advisors
Wyoming
$152K – – –
SCM
3089
Silvant Capital Management
Georgia
$151K – – –
GK
3090
Graney & King
New York
$144K +$269 +2 +0.2%
PAG
3091
Paladin Advisory Group
Iowa
$142K – – –
CH
3092
Cromwell Holdings
Wyoming
$142K -$299K -2,218 -67%
BAM
3093
Byrne Asset Management
New Jersey
$140K -$2.29K -17 -2%
NECFA
3094
New England Capital Financial Advisors
Connecticut
$139K +$1.21K +9 +0.9%
RFG
3095
REAP Financial Group
Texas
$138K +$69.5K +516 +98%
WA
3096
WPG Advisers
Maryland
$135K +$24K +178 +21%
AF
3097
Alerus Financial
North Dakota
$135K +$137K +1,020 New
HWM
3098
HighMark Wealth Management
Minnesota
$133K +$943 +7 +0.7%
T
3099
Tidemark
California
$129K +$4.85K +36 +4%
PA
3100
Pineridge Advisors
Missouri
$128K +$1.21K +9 +0.9%
122 123
124
125 126