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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3201
Silvant Capital Management
Georgia
$171K – – –
HWM
3202
HighMark Wealth Management
Minnesota
$171K -$4.71K -28 -3%
MWA
3203
Miller Wealth Advisors
Colorado
$166K – – –
T
3204
Tidemark
California
$165K – – –
HRC
3205
Hoertkorn Richard Charles
$163K – – –
GAA
3206
Global Assets Advisory
Florida
$162K +$158K +937 New
FFWM
3207
Future Financial Wealth Management
Ohio
$160K -$59.1K -351 -28%
FFL
3208
Financial Freedom LLC
Ohio
$160K +$1.01K +6 +0.7%
BHWM
3209
Beaird Harris Wealth Management
Texas
$158K +$50.5K +300 +50%
RWM
3210
Ruedi Wealth Management
Illinois
$157K +$337 +2 +0.2%
WAS
3211
Winch Advisory Services
Wisconsin
$156K +$1.01K +6 +0.7%
PCA
3212
Providence Capital Advisors
North Carolina
$143K – – –
PP
3213
PFS Partners
New Jersey
$142K -$31.6K -188 -19%
FIM
3214
Fernwood Investment Management
Massachusetts
$141K +$136K +805 New
CFD
3215
Creative Financial Designs
Indiana
$139K +$42.4K +252 +47%
BBPWM
3216
Blue Bell Private Wealth Management
Pennsylvania
$137K +$2.02K +12 +2%
CCMW
3217
Cypress Capital Management (Wyoming)
Wyoming
$136K – – –
FWM
3218
FSA Wealth Management
Massachusetts
$135K -$6.73K -40 -5%
EL
3219
EMFO LLC
Florida
$135K – – –
OP
3220
ORG Partners
Indiana
$134K -$1.55M -9,209 -92%
CWM
3221
CarsonAllaria Wealth Management
Illinois
$131K +$71.7K +426 +133%
NOI
3222
Newton One Investments
Delaware
$130K +$1.01K +6 +0.8%
DPW
3223
DiNuzzo Private Wealth
Pennsylvania
$124K -$3.2K -19 -3%
EFP
3224
EnRich Financial Partners
Wisconsin
$123K +$118K +700 New
NCM
3225
Northwest Capital Management
Oregon
$119K – – –
127 128
129
130 131