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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3201
HighMark Wealth Management
Minnesota
$150K +$1.64K +11 +1%
HIMS
3202
Hager Investment Management Services
New Hampshire
$145K -$17.9K -120 -11%
PA
3203
Pineridge Advisors
Missouri
$144K -$122K -817 -46%
IWP
3204
IAG Wealth Partners
Wisconsin
$143K -$12.2K -82 -8%
MWA
3205
Miller Wealth Advisors
Colorado
$143K – – –
CAWM
3206
Capital A Wealth Management
Pennsylvania
$142K -$595 -4 -0.4%
FFL
3207
Financial Freedom LLC
Ohio
$142K +$2.23K +15 +2%
T
3208
Tidemark
California
$141K – – –
HRC
3209
Hoertkorn Richard Charles
$139K – – –
EI
3210
eCIO Inc
Wisconsin
$139K +$138K +926 New
RBC
3211
Roble Belko & Company
Pennsylvania
$138K +$44.7K +300 +48%
NC
3212
North Capital
Utah
$138K +$137K +919 New
WAS
3213
Winch Advisory Services
Wisconsin
$138K +$1.94K +13 +1%
BWM
3214
Bernard Wealth Management
Michigan
$133K +$2.23K +15 +2%
MSWA
3215
Marshall & Sterling Wealth Advisors
New York
$133K +$11.2K +75 +9%
SO
3216
Sierra Ocean
California
$132K -$1.94K -13 -1%
FC
3217
Fairscale Capital
New Hampshire
$130K – – –
VWA
3218
VSM Wealth Advisory
Maryland
$129K +$15.3K +103 +14%
MAM
3219
Morse Asset Management
Connecticut
$129K +$149 +1 +0.1%
WA
3220
WPG Advisers
Maryland
$127K -$34.5K -232 -22%
HWM
3221
Hemington Wealth Management
Virginia
$124K +$29K +195 +31%
AWM
3222
Atticus Wealth Management
Florida
$124K -$12.9K -87 -10%
PSFG
3223
Park Square Financial Group
Georgia
$123K -$34.7K -233 -22%
OWA
3224
Opal Wealth Advisors
New York
$121K +$120K +809 New
EWA
3225
EQ Wealth Advisors
Texas
$120K +$119K +802 New
127 128
129
130 131