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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
3151
Beirne Wealth Consulting Services
Connecticut
$213K -$97K -576 -32%
TA
3152
TrueWealth Advisors
Alabama
$213K -$6.4K -38 -3%
CFSG
3153
Community Financial Services Group
Vermont
$213K +$205K +1,217 New
AFP
3154
Alpha Financial Partners
Kentucky
$213K -$54.5K -324 -21%
ONSWM
3155
Old North State Wealth Management
North Carolina
$212K +$204K +1,211 New
PWM
3156
Penobscot Wealth Management
Maine
$212K +$204K +1,211 New
BA
3157
Bluesphere Advisors
Pennsylvania
$212K – – –
IA
3158
Inspire Advisors
Idaho
$211K -$53.5K -318 -21%
CCA
3159
Conservest Capital Advisors
Pennsylvania
$211K – – –
FCM
3160
Fourpath Capital Management
Oklahoma
$211K +$673 +4 +0.3%
BWP
3161
Bernardo Wealth Planning
Pennsylvania
$211K +$168 +1 +0.1%
OW
3162
Olistico Wealth
Oklahoma
$210K +$168 +1 +0.1%
BWFA
3163
Baltimore-Washington Financial Advisors
Maryland
$210K +$202K +1,200 New
GWP
3164
Gateway Wealth Partners
Wisconsin
$210K -$9.26K -55 -4%
CP
3165
Camelot Portfolios
Ohio
$210K -$54K -321 -21%
BWM
3166
BCGM Wealth Management
Indiana
$210K -$1.01K -6 -0.5%
LAM
3167
Lifestyle Asset Management
Texas
$209K -$16.2K -96 -7%
PCI
3168
Planning Center Inc
Illinois
$209K +$337 +2 +0.2%
AA
3169
Aufman Associates
Pennsylvania
$208K – – –
BHA
3170
Beech Hill Advisors
New York
$208K – – –
RPGK
3171
Retirement Planning Group (Kansas)
Kansas
$208K +$200K +1,189 New
BSC
3172
Brown Shipley & Co
United Kingdom
$207K -$22.2K -132 -10%
WA
3173
Waterford Advisors
New York
$207K +$199K +1,183 New
CPRC
3174
Consolidated Portfolio Review Corp
New York
$207K -$1.68K -10 -0.8%
NRW
3175
Nova R Wealth
Kansas
$206K +$198K +1,179 New
125 126
127
128 129