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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3126
Atlas Wealth Partners
Pennsylvania
$226K -$14.7K -100 -6%
WP
3127
Wealthspan Partners
Iowa
$226K – – –
SGFG
3128
Silver Grove Financial Group
New York
$225K +$13.4K +91 +6%
CCC
3129
Chelsea Counsel Company
California
$225K – – –
CWA
3130
Cornerstone Wealth Advisors
Minnesota
$224K – – –
MAM
3131
Morse Asset Management
Connecticut
$224K +$103K +700 +82%
TSW
3132
Three Seasons Wealth
Utah
$223K – – –
FFG
3133
Fortress Financial Group
Minnesota
$223K – – –
BFIC
3134
Bedell Frazier Investment Counselling
California
$223K +$228K +1,553 New
CWM
3135
Castle Wealth Management
Florida
$222K – – –
TCP
3136
TMB Capital Partners
Arkansas
$221K +$227K +1,543 New
GG
3137
Greenwood Gearhart
Arkansas
$221K -$2.35K -16 -1%
NL
3138
Navalign LLC
California
$221K – – –
HIS
3139
Harvest Investment Services
Illinois
$221K -$94.5K -643 -29%
EG
3140
Ellerson Group
Maryland
$221K -$14.7K -100 -6%
AA
3141
Acorns Advisers
California
$221K +$226K +1,538 New
TWM
3142
Tanager Wealth Management
United Kingdom
$220K -$11.5K -78 -5%
VFPW
3143
Vantage Financial Partners (Wisconsin)
Wisconsin
$220K -$1.91K -13 -0.8%
CCC
3144
Compass Capital Corp
Massachusetts
$220K +$193K +1,316 New
SFP
3145
Sandbox Financial Partners
Maryland
$220K -$4.41K -30 -2%
EIA
3146
Eldridge Investment Advisors
New Hampshire
$219K – – –
FMP
3147
Financial Management Professionals
Texas
$219K +$15.1K +103 +7%
BBPWM
3148
Blue Bell Private Wealth Management
Pennsylvania
$219K -$18.1K -123 -7%
BCI
3149
Blue Capital Inc
Nebraska
$219K +$224K +1,524 New
CBB
3150
Citizens Business Bank
California
$219K +$224K +1,523 New
124 125
126
127 128