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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3151
Fingerlakes Wealth Management
New York
$218K +$223K +1,518 New
PWA
3152
Peterson Wealth Advisors
Utah
$218K +$223K +1,517 New
WTFG
3153
Wood Tarver Financial Group
Idaho
$217K – – –
RFG
3154
REAP Financial Group
Texas
$216K +$49.1K +334 +28%
ORC
3155
O'Rourke & Company
Massachusetts
$216K -$22K -150 -9%
USWIA
3156
UP Strategic Wealth Investment Advisors
Pennsylvania
$216K +$186K +1,267 New
PCM
3157
Park Capital Management
Wisconsin
$216K -$147 -1 -0.1%
JJBC
3158
James J. Burns & Company
New York
$215K -$52K -354 -19%
OGC
3159
Oak Grove Capital
New Hampshire
$215K -$44.1K -300 -17%
MA
3160
McBroom & Associates
Nevada
$215K -$14.7K -100 -6%
OWM
3161
Orgel Wealth Management
Wisconsin
$215K – – –
PCMI
3162
Paradigm Capital Management Inc
New York
$215K – – –
WT
3163
WHI Trust
Illinois
$215K +$220K +1,500 New
CVA
3164
Central Valley Advisors
California
$215K +$5K +34 +2%
APM
3165
a16z Perennial Management
California
$215K +$220K +1,498 New
GWM
3166
GDS Wealth Management
Texas
$214K +$219K +1,492 New
OPF
3167
Old Peak Finance
North Carolina
$214K +$219K +1,492 New
SWA
3168
Strategies Wealth Advisors
Michigan
$214K +$4.7K +32 +2%
PWM
3169
Provident Wealth Management
Tennessee
$214K – – –
SW
3170
SMART Wealth
Nebraska
$214K +$219K +1,489 New
WW
3171
Westshore Wealth
California
$213K +$218K +1,487 New
HWM
3172
Horizon Wealth Management
Illinois
$213K +$218K +1,485 New
SHF
3173
Safe Harbor Fiduciary
Florida
$213K +$218K +1,484 New
DI
3174
Disciplined Investments
Oklahoma
$213K +$7.05K +48 +3%
DWM
3175
Dynasty Wealth Management
Florida
$213K +$218K +1,482 New
125 126
127
128 129