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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3201
Catalyst Capital Advisors
New York
$159K +$149 +1 +0.1%
NECFA
3202
New England Capital Financial Advisors
Connecticut
$156K +$2.08K +14 +1%
API
3203
Asset Planning Inc
California
$154K +$744 +5 +0.5%
HWM
3204
HighMark Wealth Management
Minnesota
$150K +$1.64K +11 +1%
HIMS
3205
Hager Investment Management Services
New Hampshire
$145K -$17.9K -120 -11%
PA
3206
Pineridge Advisors
Missouri
$144K -$122K -817 -46%
IWP
3207
IAG Wealth Partners
Wisconsin
$143K -$12.2K -82 -8%
MWA
3208
Miller Wealth Advisors
Colorado
$143K – – –
CAWM
3209
Capital A Wealth Management
Pennsylvania
$142K -$595 -4 -0.4%
FFL
3210
Financial Freedom LLC
Ohio
$142K +$2.23K +15 +2%
T
3211
Tidemark
California
$141K – – –
AW
3212
Affinity Wealth
Ohio
$140K +$2.83K +19 +2%
HRC
3213
Hoertkorn Richard Charles
$139K – – –
EI
3214
eCIO Inc
Wisconsin
$139K +$138K +926 New
RBC
3215
Roble Belko & Company
Pennsylvania
$138K +$44.7K +300 +48%
NC
3216
North Capital
Utah
$138K +$137K +919 New
WAS
3217
Winch Advisory Services
Wisconsin
$138K +$1.94K +13 +1%
BWM
3218
Bernard Wealth Management
Michigan
$133K +$2.23K +15 +2%
MSWA
3219
Marshall & Sterling Wealth Advisors
New York
$133K +$11.2K +75 +9%
SO
3220
Sierra Ocean
California
$132K -$1.94K -13 -1%
FC
3221
Fairscale Capital
New Hampshire
$130K – – –
VWA
3222
VSM Wealth Advisory
Maryland
$129K +$15.3K +103 +14%
MAM
3223
Morse Asset Management
Connecticut
$129K +$149 +1 +0.1%
WA
3224
WPG Advisers
Maryland
$127K -$34.5K -232 -22%
HWM
3225
Hemington Wealth Management
Virginia
$124K +$29K +195 +31%
127 128
129
130 131