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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
3126
Northeast Financial Group
Pennsylvania
$211K – – –
WF
3127
Warner Financial
Maryland
$211K – – –
CCA
3128
Conservest Capital Advisors
Pennsylvania
$211K – – –
NA
3129
Nottingham Advisors
New York
$210K +$172 +1 +0.1%
SIAG
3130
Safeguard Investment Advisory Group
California
$209K +$211K +1,229 New
OW
3131
Olistico Wealth
Oklahoma
$209K +$172 +1 +0.1%
AL
3132
ACAS LLC
California
$209K -$20.6K -120 -9%
FFM
3133
Flagstone Financial Management
Nebraska
$208K – – –
SC
3134
Sawyer & Company
Massachusetts
$208K – – –
IAG
3135
Investment Advisory Group
Massachusetts
$208K -$39.5K -230 -16%
TFIPS
3136
Towarzystwo Funduszy Inwestycyjnych PZU SA
$207K +$20.6K +120 +11%
AWM
3137
Atticus Wealth Management
Florida
$207K -$26.3K -153 -11%
SFC
3138
Swisher Financial Concepts
Ohio
$207K – – –
AF
3139
Aldebaran Financial
$206K – – –
MHR
3140
Matthew Hamilton Rosenberg
$206K +$14.4K +84 +7%
PAG
3141
Paladin Advisory Group
Iowa
$205K – – –
SSC
3142
Syverson Strege & Co
Iowa
$205K -$22.3K -130 -10%
BWCS
3143
Beirne Wealth Consulting Services
Connecticut
$205K +$207K +1,205 New
TI
3144
tru Independence
Oregon
$205K +$207K +1,205 New
PCI
3145
Planning Center Inc
Illinois
$204K +$206K +1,201 New
CP
3146
Camelot Portfolios
Ohio
$204K -$55.1K -321 -21%
PWA
3147
Peterson Wealth Advisors
Utah
$204K +$206K +1,198 New
WWG
3148
West Wealth Group
California
$204K +$206K +1,197 New
ALC
3149
Alexander Labrunerie & Co
Missouri
$203K +$206K +1,197 New
PTCG
3150
Pring Turner Capital Group
California
$203K +$205K +1,195 New
124 125
126
127 128