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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3101
Tidemark
California
$137K – – –
RF
3102
Rossby Financial
Florida
$136K +$33.3K +233 +33%
FFL
3103
Financial Freedom LLC
Ohio
$135K +$1.14K +8 +0.8%
MWA
3104
Miller Wealth Advisors
Colorado
$134K – – –
RBC
3105
Roble Belko & Company
Pennsylvania
$131K +$286 +2 +0.2%
HRC
3106
Hoertkorn Richard Charles
$131K – – –
BHWM
3107
Beaird Harris Wealth Management
Texas
$129K +$2.71K +19 +2%
GLF
3108
Groupe la Francaise
France
$125K +$150K +1,050 New
CWA
3109
Carolina Wealth Advisors
South Carolina
$124K +$56.4K +395 +81%
BSC
3110
Brown Shipley & Co
United Kingdom
$123K +$10.9K +76 +9%
BWM
3111
Bernard Wealth Management
Michigan
$123K – – –
DWM
3112
Darwin Wealth Management
Florida
$122K +$286 +2 +0.2%
FC
3113
Fairscale Capital
New Hampshire
$121K – – –
WAS
3114
Winch Advisory Services
Wisconsin
$121K +$2K +14 +2%
VWA
3115
VSM Wealth Advisory
Maryland
$121K +$143 +1 +0.1%
PAG
3116
Paladin Advisory Group
Iowa
$120K -$31.4K -220 -20%
MAM
3117
Morse Asset Management
Connecticut
$120K +$143 +1 +0.1%
WA
3118
WPG Advisers
Maryland
$119K -$25K -175 -17%
WPWM
3119
Western Pacific Wealth Management
Illinois
$117K -$57.1K -400 -33%
FNWA
3120
Financial Network Wealth Advisors
Utah
$115K +$20.8K +146 +22%
NC
3121
North Capital
Utah
$114K -$15K -105 -11%
RAM
3122
Ramirez Asset Management
New York
$112K -$14.3K -100 -11%
TWM
3123
Tripletail Wealth Management
Florida
$111K -$86.5K -606 -43%
IFS
3124
Intelligent Financial Strategies
Minnesota
$110K -$259K -1,812 -70%
FFWM
3125
Future Financial Wealth Management
Ohio
$109K – – –
123 124
125
126 127