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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3251
HighMark Wealth Management
Minnesota
$146K – – –
HC
3252
Hoese & Co
Minnesota
$144K – – –
AWM
3253
Activest Wealth Management
Florida
$142K +$47K +320 +48%
SHIM
3254
Stone House Investment Management
Pennsylvania
$141K +$63K +429 +77%
SFFS
3255
Stonehage Fleming Financial Services
Jersey
$140K -$65.1K -443 -31%
HHGA
3256
Halbert Hargrove Global Advisors
California
$139K +$107K +730 +307%
FFL
3257
Financial Freedom LLC
Ohio
$138K – – –
WA
3258
WPG Advisers
Maryland
$137K +$15.3K +104 +12%
MWA
3259
Miller Wealth Advisors
Colorado
$136K – – –
BSC
3260
Brown Shipley & Co
United Kingdom
$135K +$9.55K +65 +7%
T
3261
Tidemark
California
$135K -$5.29K -36 -4%
HRC
3262
Hoertkorn Richard Charles
$133K – – –
RBC
3263
Roble Belko & Company
Pennsylvania
$133K – – –
RF
3264
Roxbury Financial
New Jersey
$128K -$32.5K -221 -20%
CWA
3265
Carolina Wealth Advisors
South Carolina
$127K +$588 +4 +0.5%
GFA
3266
Godfrey Financial Associates
New York
$126K +$129K +879 New
BWM
3267
Bernard Wealth Management
Michigan
$126K – – –
FC
3268
Fairscale Capital
New Hampshire
$125K – – –
RIAS
3269
Rachor Investment Advisory Services
Michigan
$124K +$127K +864 New
DWM
3270
Darwin Wealth Management
Florida
$124K -$882 -6 -0.7%
VWA
3271
VSM Wealth Advisory
Maryland
$124K +$147 +1 +0.1%
PAG
3272
Paladin Advisory Group
Iowa
$123K – – –
WAS
3273
Winch Advisory Services
Wisconsin
$122K -$2.2K -15 -2%
CCMW
3274
Cypress Capital Management (Wyoming)
Wyoming
$121K +$9.4K +64 +8%
BHWM
3275
Beaird Harris Wealth Management
Texas
$120K -$12.2K -83 -9%
129 130
131
132 133