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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
3226
Litman Gregory Wealth Management
California
$187K -$73.5K -500 -28%
1CP
3227
1015 Capital Partners
Pennsylvania
$186K +$191K +1,297 New
FCT
3228
First Community Trust
Iowa
$182K -$53.2K -362 -22%
SEP
3229
Signature Equity Partners
Ohio
$181K +$186K +1,264 New
BC
3230
Barrett & Company
Rhode Island
$181K – – –
KA
3231
Kozak & Associates
Colorado
$179K – – –
RF
3232
Robinswood Financial
Washington
$177K – – –
GWSG
3233
GPS Wealth Strategies Group
Colorado
$175K -$962K -6,549 -84%
SG
3234
Sankala Group
Colorado
$174K +$150K +1,023 New
CP
3235
Camelot Portfolios
Ohio
$172K -$47.2K -321 -21%
GK
3236
Graney & King
New York
$171K – – –
MS
3237
Monetary Solutions
Ohio
$171K +$175K +1,193 New
BCM
3238
Birch Capital Management
Texas
$171K +$6.02K +41 +4%
AW
3239
Ankerstar Wealth
Texas
$170K +$172K +1,174 New
LAS
3240
Lloyd Advisory Services
Georgia
$168K +$172K +1,170 New
MWM
3241
Mascoma Wealth Management
New Hampshire
$167K -$103K -699 -38%
SCM
3242
Silvant Capital Management
Georgia
$164K – – –
AF
3243
Alerus Financial
North Dakota
$161K – – –
CW
3244
CrossGen Wealth
North Carolina
$159K +$163K +1,108 New
HA
3245
Heartland Advisors
Wisconsin
$158K – – –
NMG
3246
New Millennium Group
Utah
$153K +$97.1K +661 +162%
EDRH
3247
Edmond de Rothschild Holding
Switzerland
$153K -$396K -2,695 -72%
NECFA
3248
New England Capital Financial Advisors
Connecticut
$152K – – –
OW
3249
Olistico Wealth
Oklahoma
$148K +$152K +1,034 New
BAM
3250
Byrne Asset Management
New Jersey
$147K -$2.2K -15 -1%
128 129
130
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