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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3151
Community Financial Services Group
Vermont
$213K +$205K +1,217 New
AFP
3152
Alpha Financial Partners
Kentucky
$213K -$54.5K -324 -21%
ONSWM
3153
Old North State Wealth Management
North Carolina
$212K +$204K +1,211 New
PWM
3154
Penobscot Wealth Management
Maine
$212K +$204K +1,211 New
BA
3155
Bluesphere Advisors
Pennsylvania
$212K – – –
IA
3156
Inspire Advisors
Idaho
$211K -$53.5K -318 -21%
CCA
3157
Conservest Capital Advisors
Pennsylvania
$211K – – –
FCM
3158
Fourpath Capital Management
Oklahoma
$211K +$673 +4 +0.3%
BWP
3159
Bernardo Wealth Planning
Pennsylvania
$211K +$168 +1 +0.1%
OW
3160
Olistico Wealth
Oklahoma
$210K +$168 +1 +0.1%
BWFA
3161
Baltimore-Washington Financial Advisors
Maryland
$210K +$202K +1,200 New
GWP
3162
Gateway Wealth Partners
Wisconsin
$210K -$9.26K -55 -4%
CP
3163
Camelot Portfolios
Ohio
$210K -$54K -321 -21%
BWM
3164
BCGM Wealth Management
Indiana
$210K -$1.01K -6 -0.5%
LAM
3165
Lifestyle Asset Management
Texas
$209K -$16.2K -96 -7%
PCI
3166
Planning Center Inc
Illinois
$209K +$337 +2 +0.2%
AA
3167
Aufman Associates
Pennsylvania
$208K – – –
BHA
3168
Beech Hill Advisors
New York
$208K – – –
RPGK
3169
Retirement Planning Group (Kansas)
Kansas
$208K +$200K +1,189 New
BSC
3170
Brown Shipley & Co
United Kingdom
$207K -$22.2K -132 -10%
WA
3171
Waterford Advisors
New York
$207K +$199K +1,183 New
CPRC
3172
Consolidated Portfolio Review Corp
New York
$207K -$1.68K -10 -0.8%
NRW
3173
Nova R Wealth
Kansas
$206K +$198K +1,179 New
OA
3174
Operose Advisors
Wisconsin
$206K +$33.7K +200 +20%
CS
3175
Capital Square
Tennessee
$206K +$198K +1,177 New
125 126
127
128 129