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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
3126
De Burlo Group
Massachusetts
$221K -$5.72K -34 -3%
SFWC
3127
Strategic Family Wealth Counselors
New Jersey
$220K +$505 +3 +0.2%
RW
3128
RVW Wealth
California
$220K -$5.89K -35 -3%
PFG
3129
Prosperity Financial Group
California
$220K +$211K +1,254 New
OCM
3130
Osterweis Capital Management
California
$219K -$20.7K -123 -9%
LFG
3131
Lockerman Financial Group
California
$219K -$842 -5 -0.4%
S
3132
Sunpointe
Missouri
$219K +$9.09K +54 +5%
SC
3133
Seldon Capital
California
$219K – – –
DPI
3134
Diversified Portfolios Inc
Michigan
$218K -$842 -5 -0.4%
CFA
3135
Cahill Financial Advisors
Minnesota
$218K +$209K +1,244 New
SWMG
3136
Sard Wealth Management Group
Georgia
$218K +$4.38K +26 +2%
CMAI
3137
Capital Management Associates Inc
Minnesota
$218K -$12K -71 -5%
MW
3138
MBL Wealth
North Carolina
$217K -$2.19K -13 -1%
WF
3139
Warner Financial
Maryland
$217K -$5.89K -35 -3%
NA
3140
Nottingham Advisors
New York
$216K -$10.8K -64 -5%
SFC
3141
Swisher Financial Concepts
Ohio
$216K -$9.26K -55 -4%
WFA
3142
WMG Financial Advisors
Tennessee
$215K +$207K +1,230 New
KHC
3143
Koesten Hirschmann & Crabtree
Kansas
$215K – – –
CWA
3144
Canvas Wealth Advisors
Kansas
$215K -$13.6K -81 -6%
SCM
3145
Spreng Capital Management
Ohio
$215K -$9.09K -54 -4%
IRC
3146
Investors Research Corp
Georgia
$214K – – –
POIA
3147
Pin Oak Investment Advisors
Texas
$214K – – –
SC
3148
Sawyer & Company
Massachusetts
$214K -$1.68K -10 -0.8%
BWCS
3149
Beirne Wealth Consulting Services
Connecticut
$213K -$97K -576 -32%
TA
3150
TrueWealth Advisors
Alabama
$213K -$6.4K -38 -3%
124 125
126
127 128