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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3176
MGB Wealth Management
Texas
$206K – – –
FA
3177
Fermata Advisors
California
$205K +$198K +1,174 New
SIAG
3178
Safeguard Investment Advisory Group
California
$205K -$18.7K -111 -9%
AF
3179
Apollon Financial
South Carolina
$205K +$197K +1,169 New
MWA
3180
Motive Wealth Advisors
Michigan
$204K +$196K +1,165 New
PSP
3181
Pacific Sage Partners
Washington
$203K -$5.89K -35 -3%
CW
3182
Cook Wealth
North Carolina
$202K +$194K +1,154 New
EFN
3183
Equita Financial Network
Pennsylvania
$202K +$194K +1,152 New
WPWM
3184
Western Pacific Wealth Management
Illinois
$202K -$68.5K -407 -26%
HFA
3185
High Falls Advisors
New York
$202K -$27.9K -166 -13%
AMG
3186
Advisors Management Group
Wisconsin
$201K -$14.1K -84 -7%
SCA
3187
Scott Capital Advisors
Oregon
$201K +$198K +1,176 New
KNFPWM
3188
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$201K -$20K -119 -9%
HIP
3189
Harrell Investment Partners
Texas
$201K +$193K +1,146 New
LP
3190
LGL Partners
Pennsylvania
$201K +$193K +1,146 New
CAM
3191
Campion Asset Management
Virginia
$200K +$193K +1,145 New
PA
3192
Pineridge Advisors
Missouri
$194K -$67.2K -399 -26%
AA
3193
AlphaMark Advisors
Kentucky
$193K – – –
TFIPS
3194
Towarzystwo Funduszy Inwestycyjnych PZU SA
$193K +$20.2K +120 +12%
RF
3195
Robinswood Financial
Washington
$185K – – –
ACA
3196
Atlas Capital Advisors
Wyoming
$184K -$16.8K -100 -9%
NECFA
3197
New England Capital Financial Advisors
Connecticut
$176K +$842 +5 +0.5%
FSWA
3198
Financial Synergies Wealth Advisors
Texas
$172K +$32K +190 +24%
SCM
3199
Silvant Capital Management
Georgia
$171K – – –
HWM
3200
HighMark Wealth Management
Minnesota
$171K -$4.71K -28 -3%
126 127
128
129 130