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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3101
Keebeck Wealth Management
Illinois
$218K +$211K +1,275 New
SIAG
3102
Safeguard Investment Advisory Group
California
$218K -$3.81K -23 -2%
NJBEST
3103
New Jersey Better Educational Savings Trust
New Jersey
$218K – – –
SIA
3104
Sage Investment Advisers
New York
$218K +$3.15K +19 +2%
SCM
3105
Spreng Capital Management
Ohio
$217K – – –
AWA
3106
Acorn Wealth Advisors
Michigan
$217K -$1.49K -9 -0.7%
WF
3107
Warner Financial
Maryland
$217K +$5.8K +35 +3%
PWA
3108
Peterson Wealth Advisors
Utah
$217K – – –
NLP
3109
Next Level Private
New York
$217K – – –
CIG
3110
Cascade Investment Group
Colorado
$216K +$7.46K +45 +4%
TW
3111
Traveka Wealth
California
$216K +$211K +1,273 New
CPL
3112
CAP Partners LLC
Tennessee
$216K +$211K +1,271 New
FFWM
3113
Future Financial Wealth Management
Ohio
$215K -$17.9K -108 -8%
DSA
3114
Droms Strauss Advisors
Missouri
$215K +$166 +1 +0.1%
FFA
3115
Fairfield Financial Advisors
Massachusetts
$215K -$4.31K -26 -2%
KNFPWM
3116
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$215K +$210K +1,265 New
EIA
3117
Eldridge Investment Advisors
New Hampshire
$214K -$8.29K -50 -4%
LFG
3118
Lockerman Financial Group
California
$214K +$1.99K +12 +1%
TA
3119
TrueWealth Advisors
Alabama
$213K -$37.6K -227 -15%
PFWA
3120
Paces Ferry Wealth Advisors
Georgia
$213K +$208K +1,256 New
GWP
3121
Gateway Wealth Partners
Wisconsin
$213K -$500K -3,012 -71%
MW
3122
MBL Wealth
North Carolina
$213K -$57.7K -348 -22%
SDWMA
3123
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K -$40K -241 -16%
SFWC
3124
Strategic Family Wealth Counselors
New Jersey
$213K +$498 +3 +0.2%
DPI
3125
Diversified Portfolios Inc
Michigan
$212K -$498 -3 -0.2%
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