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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
3276
Paladin Advisory Group
Iowa
$123K – – –
WAS
3277
Winch Advisory Services
Wisconsin
$122K -$2.2K -15 -2%
CCMW
3278
Cypress Capital Management (Wyoming)
Wyoming
$121K +$9.4K +64 +8%
BIM
3279
Bullseye Investment Management
Ohio
$121K +$124K +843 New
BHWM
3280
Beaird Harris Wealth Management
Texas
$120K -$12.2K -83 -9%
EWA
3281
EQ Wealth Advisors
Texas
$120K +$123K +834 New
FNWA
3282
Financial Network Wealth Advisors
Utah
$115K -$3.23K -22 -3%
RAM
3283
Ramirez Asset Management
New York
$115K – – –
IFS
3284
Intelligent Financial Strategies
Minnesota
$114K – – –
UOTTAIMCU
3285
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$111K +$114K +775 New
CFM
3286
Cornerstone Financial Management
Massachusetts
$110K +$113K +767 New
KFP
3287
Kerr Financial Planning
California
$107K +$294 +2 +0.3%
OWP
3288
ORG Wealth Partners
Texas
$107K +$7.49K +51 +7%
EF
3289
Entrust Financial
Pennsylvania
$106K +$109K +739 New
FDW
3290
Fourth Dimension Wealth
Ohio
$105K – – –
SFAM
3291
Sawyer Falduto Asset Management
Illinois
$103K +$106K +721 New
JSAM
3292
J. Safra Asset Management
New York
$103K +$105K +717 New
ISWM
3293
Intesa Sanpaolo Wealth Management
$103K +$106K +720 New
SIS
3294
Strategic Investment Solutions
Illinois
$103K +$2.79K +19 +3%
MSWA
3295
Marshall & Sterling Wealth Advisors
New York
$103K -$8.38K -57 -7%
EI
3296
eCIO Inc
Wisconsin
$103K +$105K +717 New
BFS
3297
Beacon Financial Strategies
North Carolina
$102K +$104K +708 New
RFA
3298
Reyes Financial Architecture
California
$100K +$103K +700 New
LFASL
3299
Lugano Financial Advisors SA (LFA)
Switzerland
$100K – – –
DPW
3300
DiNuzzo Private Wealth
Pennsylvania
$99.7K +$441 +3 +0.4%
130 131
132
133 134