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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
3101
Vestor Capital
Illinois
$128K -$5.31M -39,438 -98%
PFG
3102
Putney Financial Group
California
$127K -$24.8K -184 -16%
GWM
3103
Gitterman Wealth Management
New Jersey
$127K +$129K +959 New
FFL
3104
Financial Freedom LLC
Ohio
$126K +$1.21K +9 +1%
MWA
3105
Miller Wealth Advisors
Colorado
$126K – – –
ARMT
3106
Amica Retiree Medical Trust
Rhode Island
$124K +$127K +942 New
OWA
3107
Opal Wealth Advisors
New York
$123K +$16.7K +124 +15%
AW
3108
Affinity Wealth
Ohio
$123K – – –
HRC
3109
Hoertkorn Richard Charles
$123K – – –
RBC
3110
Roble Belko & Company
Pennsylvania
$122K +$808 +6 +0.7%
NC
3111
North Capital
Utah
$121K – – –
FC
3112
Fairscale Capital
New Hampshire
$119K – – –
BHWM
3113
Beaird Harris Wealth Management
Texas
$119K +$16.4K +122 +16%
RAM
3114
Ramirez Asset Management
New York
$119K -$840K -6,239 -87%
SSG
3115
Summit Securities Group
New York
$119K +$121K +900 New
API
3116
Asset Planning Inc
California
$118K -$18.1K -134 -13%
BWM
3117
Bernard Wealth Management
Michigan
$116K -$1.89K -14 -2%
TCM
3118
Traub Capital Management
Massachusetts
$115K +$118K +874 New
DWM
3119
Darwin Wealth Management
Florida
$114K -$184K -1,363 -61%
SO
3120
Sierra Ocean
California
$114K -$1.75K -13 -1%
VWA
3121
VSM Wealth Advisory
Maryland
$114K +$135 +1 +0.1%
MAM
3122
Morse Asset Management
Connecticut
$113K – – –
WAS
3123
Winch Advisory Services
Wisconsin
$112K -$9.16K -68 -7%
CCA
3124
Catalyst Capital Advisors
New York
$111K -$29.2K -217 -20%
AWM
3125
Atticus Wealth Management
Florida
$111K +$1.75K +13 +2%
123 124
125
126 127