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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
3126
Equita Financial Network
Pennsylvania
$202K +$12.1K +70 +6%
FFM
3127
Flagstone Financial Management
Nebraska
$202K -$12.8K -74 -6%
OCM
3128
Osterweis Capital Management
California
$202K -$5.18K -30 -2%
TA
3129
TrueWealth Advisors
Alabama
$202K +$690 +4 +0.3%
WJA
3130
Willis Johnson & Associates
Texas
$202K +$211K +1,223 New
SAM
3131
Synergy Asset Management
Washington
$202K -$98.9K -573 -32%
MW
3132
Members Wealth
Pennsylvania
$201K +$257K +1,490 New
MFG
3133
Mosaic Financial Group
Illinois
$201K -$30.2K -175 -13%
SFC
3134
Swisher Financial Concepts
Ohio
$201K -$9.15K -53 -4%
PWM
3135
Penobscot Wealth Management
Maine
$201K +$2.24K +13 +1%
CW
3136
Channel Wealth
California
$200K -$83.9K -486 -29%
AF
3137
Aldebaran Financial
$200K +$209K +1,213 New
RA
3138
Rational Advisors
New York
$200K +$209K +1,210 New
POIA
3139
Pin Oak Investment Advisors
Texas
$198K -$3.45K -20 -2%
PAG
3140
Paladin Advisory Group
Iowa
$197K -$14.2K -82 -6%
BSC
3141
Brown Shipley & Co
United Kingdom
$196K -$1.38K -8 -0.7%
WPWM
3142
Western Pacific Wealth Management
Illinois
$190K – – –
ACA
3143
Atlas Capital Advisors
Wyoming
$190K +$17.3K +100 +10%
PA
3144
Pineridge Advisors
Missouri
$185K +$2.24K +13 +1%
MHR
3145
Matthew Hamilton Rosenberg
$184K -$50.6K -293 -21%
RWM
3146
Ruedi Wealth Management
Illinois
$183K +$36.6K +212 +24%
AA
3147
AlphaMark Advisors
Kentucky
$182K – – –
TFIPS
3148
Towarzystwo Funduszy Inwestycyjnych PZU SA
$181K – – –
NC
3149
nVerses Capital
Florida
$181K +$155K +900 +450%
HIM
3150
Hillsdale Investment Management
Ontario, Canada
$176K -$179K -1,038 -49%
124 125
126
127 128