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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3101
Conservest Capital Advisors
Pennsylvania
$211K – – –
TWM
3102
TriaGen Wealth Management
California
$210K -$2.76K -16 -1%
HGA
3103
Hobbs Group Advisors
South Carolina
$210K +$220K +1,272 New
SCM
3104
Spreng Capital Management
Ohio
$209K +$7.42K +43 +4%
FA
3105
FSA Advisors
Michigan
$208K -$50.4K -292 -19%
BA
3106
Bluesphere Advisors
Pennsylvania
$208K +$9.32K +54 +4%
SFWC
3107
Strategic Family Wealth Counselors
New Jersey
$208K +$1.21K +7 +0.6%
SWMG
3108
Sard Wealth Management Group
Georgia
$208K +$3.28K +19 +2%
CMAI
3109
Capital Management Associates Inc
Minnesota
$208K +$2.93K +17 +1%
BWP
3110
Bernardo Wealth Planning
Pennsylvania
$207K +$9.15K +53 +4%
TSS
3111
Two Sigma Securities
New York
$207K +$217K +1,257 New
RW
3112
RVW Wealth
California
$207K – – –
TCM
3113
TD Capital Management
Tennessee
$207K -$12.4K -72 -5%
CPL
3114
CAP Partners LLC
Tennessee
$207K -$3.11K -18 -1%
CWA
3115
Canvas Wealth Advisors
Kansas
$206K -$13.3K -77 -6%
SC
3116
Seldon Capital
California
$206K – – –
MAM
3117
Milestone Asset Management
Pennsylvania
$206K -$13.6K -79 -6%
NFG
3118
Northeast Financial Group
Pennsylvania
$205K -$5K -29 -2%
WF
3119
Warner Financial
Maryland
$205K – – –
MW
3120
MBL Wealth
North Carolina
$204K -$690 -4 -0.3%
NA
3121
Nottingham Advisors
New York
$204K – – –
OW
3122
Olistico Wealth
Oklahoma
$202K +$3.97K +23 +2%
SC
3123
Sawyer & Company
Massachusetts
$202K – – –
EFN
3124
Equita Financial Network
Pennsylvania
$202K +$12.1K +70 +6%
FFM
3125
Flagstone Financial Management
Nebraska
$202K -$12.8K -74 -6%
123 124
125
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