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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3101
Phillips Financial Management
Indiana
$228K +$219K +1,300 New
FFM
3102
Flagstone Financial Management
Nebraska
$227K – – –
FP
3103
Financial Perspectives
Minnesota
$227K -$1.01K -6 -0.5%
AFGAS
3104
Allegiance Financial Group Advisory Services
Virginia
$227K +$505 +3 +0.2%
MWM
3105
Maripau Wealth Management
Indiana
$227K +$218K +1,295 New
DIP
3106
Davis Investment Partners
North Carolina
$226K – – –
TWM
3107
TriaGen Wealth Management
California
$226K – – –
JLBC
3108
J.L. Bainbridge & Co
Florida
$226K -$1.51K -9 -0.7%
MAS
3109
Madden Advisory Services
Florida
$225K -$3.7K -22 -2%
IAG
3110
Investment Advisory Group
Massachusetts
$225K -$16.5K -98 -7%
KWM
3111
Keebeck Wealth Management
Illinois
$225K – – –
SIA
3112
Sage Investment Advisers
New York
$224K +$168 +1 +0.1%
NJBEST
3113
New Jersey Better Educational Savings Trust
New Jersey
$224K – – –
AG
3114
Algert Global
California
$224K +$216K +1,282 New
PRWA
3115
Platte River Wealth Advisors
Colorado
$224K -$451K -2,680 -68%
PWA
3116
Peterson Wealth Advisors
Utah
$223K – – –
PFWA
3117
Paces Ferry Wealth Advisors
Georgia
$223K +$3.54K +21 +2%
AIM
3118
Aigen Investment Management
New York
$223K -$510K -3,032 -70%
NLP
3119
Next Level Private
New York
$223K – – –
PAG
3120
Paladin Advisory Group
Iowa
$223K – – –
CIG
3121
Cascade Investment Group
Colorado
$223K – – –
NFG
3122
Northeast Financial Group
Pennsylvania
$223K -$12.6K -75 -6%
CPL
3123
CAP Partners LLC
Tennessee
$222K – – –
OWA
3124
Opal Wealth Advisors
New York
$222K -$78.5K -466 -27%
AWA
3125
Acorn Wealth Advisors
Michigan
$221K -$2.36K -14 -1%
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125
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