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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3151
IAG Wealth Partners
Wisconsin
$171K -$119K -690 -40%
OA
3152
Operose Advisors
Wisconsin
$169K -$25.9K -150 -13%
NECFA
3153
New England Capital Financial Advisors
Connecticut
$168K +$2.07K +12 +1%
SC
3154
Steph & Co
Wisconsin
$166K -$302K -1,747 -63%
VAMG
3155
Voisard Asset Management Group
Michigan
$165K +$77.7K +450 +82%
HWM
3156
HighMark Wealth Management
Minnesota
$163K +$1.55K +9 +0.9%
SCM
3157
Silvant Capital Management
Georgia
$160K – – –
MWA
3158
Miller Wealth Advisors
Colorado
$157K – – –
JSAM
3159
J. Safra Asset Management
New York
$157K +$123K +715 +304%
T
3160
Tidemark
California
$155K – – –
OWA
3161
Opal Wealth Advisors
New York
$155K -$57K -330 -26%
HRC
3162
Hoertkorn Richard Charles
$153K – – –
WOSD
3163
WFA of San Diego
California
$153K +$160K +926 New
FFL
3164
Financial Freedom LLC
Ohio
$152K +$1.9K +11 +1%
BHWM
3165
Beaird Harris Wealth Management
Texas
$149K – – –
WAS
3166
Winch Advisory Services
Wisconsin
$148K +$1.9K +11 +1%
QL
3167
Quarry LP
New York
$147K +$124K +717 +410%
FC
3168
Fairscale Capital
New Hampshire
$143K +$149K +865 New
SIS
3169
Strategic Investment Solutions
Illinois
$141K +$147K +850 New
PP
3170
PFS Partners
New Jersey
$136K +$2.07K +12 +1%
PCA
3171
Providence Capital Advisors
North Carolina
$135K +$690 +4 +0.5%
BBPWM
3172
Blue Bell Private Wealth Management
Pennsylvania
$133K +$4.14K +24 +3%
UWS
3173
Unique Wealth Strategies
Illinois
$133K +$131K +761 New
CCMW
3174
Cypress Capital Management (Wyoming)
Wyoming
$128K – – –
EL
3175
EMFO LLC
Florida
$127K – – –
125 126
127
128 129