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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3176
HighMark Wealth Management
Minnesota
$168K +$859 +5 +0.5%
MWA
3177
Miller Wealth Advisors
Colorado
$166K – – –
T
3178
Tidemark
California
$160K – – –
HRC
3179
Hoertkorn Richard Charles
$158K – – –
FFL
3180
Financial Freedom LLC
Ohio
$158K +$1.03K +6 +0.7%
FFWM
3181
Future Financial Wealth Management
Ohio
$156K +$157K +916 New
WAS
3182
Winch Advisory Services
Wisconsin
$154K +$859 +5 +0.6%
WOSD
3183
WFA of San Diego
California
$153K -$4.29K -25 -3%
BGC
3184
Beutel, Goodman & Co
Ontario, Canada
$153K +$155K +900 New
FAM
3185
Flaharty Asset Management
Florida
$150K +$152K +884 New
FC
3186
Fairscale Capital
New Hampshire
$147K – – –
DPW
3187
DiNuzzo Private Wealth
Pennsylvania
$145K +$21.5K +125 +17%
BHWM
3188
Beaird Harris Wealth Management
Texas
$141K -$12.2K -71 -8%
PP
3189
PFS Partners
New Jersey
$141K +$1.03K +6 +0.7%
LFASL
3190
Lugano Financial Advisors SA (LFA)
Switzerland
$141K +$16K +93 +13%
BBPWM
3191
Blue Bell Private Wealth Management
Pennsylvania
$140K +$2.58K +15 +2%
PCA
3192
Providence Capital Advisors
North Carolina
$139K – – –
SWS
3193
SYSTM Wealth Solutions
Illinois
$136K -$8.07M -46,947 -98%
HWM
3194
Hemington Wealth Management
Virginia
$135K +$140K +813 New
HIM
3195
Hillsdale Investment Management
Ontario, Canada
$134K -$48.3K -281 -26%
CCMW
3196
Cypress Capital Management (Wyoming)
Wyoming
$132K – – –
MWA
3197
MFA Wealth Advisors
Pennsylvania
$124K +$6.87K +40 +6%
CJ
3198
Caitlin John
Michigan
$122K +$11.3K +66 +10%
IHWM
3199
Iron Horse Wealth Management
Iowa
$119K +$26.8K +156 +29%
FWM
3200
FSA Wealth Management
Massachusetts
$114K +$115K +672 New
126 127
128
129 130