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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3126
Cornerstone Wealth Advisors
Minnesota
$224K – – –
MAM
3127
Morse Asset Management
Connecticut
$224K +$103K +700 +82%
TSW
3128
Three Seasons Wealth
Utah
$223K – – –
FFG
3129
Fortress Financial Group
Minnesota
$223K – – –
BFIC
3130
Bedell Frazier Investment Counselling
California
$223K +$228K +1,553 New
CWM
3131
Castle Wealth Management
Florida
$222K – – –
TCP
3132
TMB Capital Partners
Arkansas
$221K +$227K +1,543 New
GG
3133
Greenwood Gearhart
Arkansas
$221K -$2.35K -16 -1%
NL
3134
Navalign LLC
California
$221K – – –
HIS
3135
Harvest Investment Services
Illinois
$221K -$94.5K -643 -29%
EG
3136
Ellerson Group
Maryland
$221K -$14.7K -100 -6%
AA
3137
Acorns Advisers
California
$221K +$226K +1,538 New
TWM
3138
Tanager Wealth Management
United Kingdom
$220K -$11.5K -78 -5%
VFPW
3139
Vantage Financial Partners (Wisconsin)
Wisconsin
$220K -$1.91K -13 -0.8%
CCC
3140
Compass Capital Corp
Massachusetts
$220K +$193K +1,316 New
SFP
3141
Sandbox Financial Partners
Maryland
$220K -$4.41K -30 -2%
EIA
3142
Eldridge Investment Advisors
New Hampshire
$219K – – –
FMP
3143
Financial Management Professionals
Texas
$219K +$15.1K +103 +7%
BBPWM
3144
Blue Bell Private Wealth Management
Pennsylvania
$219K -$18.1K -123 -7%
BCI
3145
Blue Capital Inc
Nebraska
$219K +$224K +1,524 New
CBB
3146
Citizens Business Bank
California
$219K +$224K +1,523 New
FWM
3147
Fingerlakes Wealth Management
New York
$218K +$223K +1,518 New
PWA
3148
Peterson Wealth Advisors
Utah
$218K +$223K +1,517 New
WTFG
3149
Wood Tarver Financial Group
Idaho
$217K – – –
RFG
3150
REAP Financial Group
Texas
$216K +$49.1K +334 +28%
124 125
126
127 128