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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BSC
3126
Brown Shipley & Co
United Kingdom
$106K +$5.66K +42 +6%
EWA
3127
EQ Wealth Advisors
Texas
$106K – – –
SAM
3128
Sherman Asset Management
California
$106K -$55K -408 -34%
PSFG
3129
Park Square Financial Group
Georgia
$106K -$2.56K -19 -2%
Q
3130
QVR
California
$104K +$106K +790 New
MSWA
3131
Marshall & Sterling Wealth Advisors
New York
$104K -$13.2K -98 -11%
MAM
3132
Magellan Asset Management
Australia
$103K +$19.4K +144 +23%
HWM
3133
Hemington Wealth Management
Virginia
$103K -$6.33K -47 -6%
FFWM
3134
Future Financial Wealth Management
Ohio
$103K +$13.5K +100 +15%
CCMW
3135
Cypress Capital Management (Wyoming)
Wyoming
$102K – – –
LC
3136
Lavaca Capital
Texas
$102K – – –
IWP
3137
IAG Wealth Partners
Wisconsin
$98.2K -$28.3K -210 -22%
FDW
3138
Fourth Dimension Wealth
Ohio
$96.3K – – –
TPWA
3139
Twin Peaks Wealth Advisors
California
$95.9K +$88K +653 New
RF
3140
Rossby Financial
Florida
$94.5K -$6.6K -49 -6%
SIS
3141
Strategic Investment Solutions
Illinois
$92.6K – – –
AP
3142
Aspect Partners
Virginia
$92K +$28.2K +209 +43%
BIA
3143
Bell Investment Advisors
California
$89.9K +$52.8K +392 +136%
OA
3144
Operose Advisors
Wisconsin
$89.8K – – –
FNWA
3145
Financial Network Wealth Advisors
Utah
$89.3K -$1.75K -13 -2%
DPW
3146
DiNuzzo Private Wealth
Pennsylvania
$89K -$1.62K -12 -2%
GIM
3147
Gold Investment Management
Alberta, Canada
$88.9K +$539 +4 +0.6%
LFASL
3148
Lugano Financial Advisors SA (LFA)
Switzerland
$88.7K +$41.6K +309 +85%
RAM
3149
Riggs Asset Management
Pennsylvania
$88.2K -$4.18K -31 -4%
GG
3150
Gleason Group
Kentucky
$85.7K +$943 +7 +1%
124 125
126
127 128