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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
3101
Mullaney, Keating & Wright
Connecticut
$207K – – –
BBPWM
3102
Blue Bell Private Wealth Management
Pennsylvania
$206K – – –
BWS
3103
BCR Wealth Strategies
Alabama
$206K – – –
PWM
3104
Provident Wealth Management
Tennessee
$206K +$4.79K +32 +2%
IA
3105
Inspire Advisors
Idaho
$206K +$3.44K +23 +2%
HIP
3106
Harrell Investment Partners
Texas
$206K -$2.69K -18 -1%
CC
3107
Clearwave Capital
California
$206K +$227K +1,518 New
SLWA
3108
San Luis Wealth Advisors
California
$205K -$24.8K -166 -10%
PFG
3109
PAX Financial Group
Texas
$205K +$25.6K +171 +13%
BCM
3110
Birch Capital Management
Texas
$205K -$10.9K -73 -5%
GCP
3111
Guardian Capital (Pennsylvania)
Pennsylvania
$205K -$62.8K -420 -22%
CCWM
3112
Correct Capital Wealth Management
Missouri
$204K +$299 +2 +0.1%
TI
3113
tru Independence
Oregon
$204K +$2.24K +15 +1%
IWS
3114
Insight Wealth Strategies
California
$203K -$101K -676 -32%
AMPWP
3115
Alvarez & Marsal Private Wealth Partners
Florida
$203K -$32.6K -218 -13%
JGC
3116
J. Goldman & Co
New York
$203K -$1.51M -10,100 -87%
EG
3117
Ellerson Group
Maryland
$203K -$5.98K -40 -3%
OWM
3118
Orgel Wealth Management
Wisconsin
$203K – – –
PCMI
3119
Paradigm Capital Management Inc
New York
$203K – – –
PWA
3120
Peterson Wealth Advisors
Utah
$203K +$598 +4 +0.3%
TCP
3121
TMB Capital Partners
Arkansas
$202K -$7.48K -50 -3%
TCM
3122
TD Capital Management
Tennessee
$202K +$449 +3 +0.2%
PCM
3123
Park Capital Management
Wisconsin
$202K -$1.79K -12 -0.8%
SC
3124
Sawyer & Company
Massachusetts
$201K -$16.4K -110 -7%
SI
3125
Stonekeep Investments
New Mexico
$201K +$222K +1,488 New
123 124
125
126 127