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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3201
Miller Wealth Advisors
Colorado
$166K – – –
T
3202
Tidemark
California
$165K – – –
HRC
3203
Hoertkorn Richard Charles
$163K – – –
GAA
3204
Global Assets Advisory
Florida
$162K +$158K +937 New
FFWM
3205
Future Financial Wealth Management
Ohio
$160K -$59.1K -351 -28%
FFL
3206
Financial Freedom LLC
Ohio
$160K +$1.01K +6 +0.7%
BHWM
3207
Beaird Harris Wealth Management
Texas
$158K +$50.5K +300 +50%
RWM
3208
Ruedi Wealth Management
Illinois
$157K +$337 +2 +0.2%
WAS
3209
Winch Advisory Services
Wisconsin
$156K +$1.01K +6 +0.7%
PCA
3210
Providence Capital Advisors
North Carolina
$143K – – –
PP
3211
PFS Partners
New Jersey
$142K -$31.6K -188 -19%
FIM
3212
Fernwood Investment Management
Massachusetts
$141K +$136K +805 New
CFD
3213
Creative Financial Designs
Indiana
$139K +$42.4K +252 +47%
BBPWM
3214
Blue Bell Private Wealth Management
Pennsylvania
$137K +$2.02K +12 +2%
CCMW
3215
Cypress Capital Management (Wyoming)
Wyoming
$136K – – –
FWM
3216
FSA Wealth Management
Massachusetts
$135K -$6.73K -40 -5%
EL
3217
EMFO LLC
Florida
$135K – – –
OP
3218
ORG Partners
Indiana
$134K -$1.55M -9,209 -92%
CWM
3219
CarsonAllaria Wealth Management
Illinois
$131K +$71.7K +426 +133%
NOI
3220
Newton One Investments
Delaware
$130K +$1.01K +6 +0.8%
DPW
3221
DiNuzzo Private Wealth
Pennsylvania
$124K -$3.2K -19 -3%
EFP
3222
EnRich Financial Partners
Wisconsin
$123K +$118K +700 New
NCM
3223
Northwest Capital Management
Oregon
$119K – – –
BCM
3224
Basso Capital Management
Connecticut
$118K – – –
CJ
3225
Caitlin John
Michigan
$118K -$673 -4 -0.6%
127 128
129
130 131