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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3276
EQ Wealth Advisors
Texas
$120K +$123K +834 New
FNWA
3277
Financial Network Wealth Advisors
Utah
$115K -$3.23K -22 -3%
RAM
3278
Ramirez Asset Management
New York
$115K – – –
IFS
3279
Intelligent Financial Strategies
Minnesota
$114K – – –
UOTTAIMCU
3280
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$111K +$114K +775 New
CFM
3281
Cornerstone Financial Management
Massachusetts
$110K +$113K +767 New
KFP
3282
Kerr Financial Planning
California
$107K +$294 +2 +0.3%
OWP
3283
ORG Wealth Partners
Texas
$107K +$7.49K +51 +7%
EF
3284
Entrust Financial
Pennsylvania
$106K +$109K +739 New
FDW
3285
Fourth Dimension Wealth
Ohio
$105K – – –
SFAM
3286
Sawyer Falduto Asset Management
Illinois
$103K +$106K +721 New
JSAM
3287
J. Safra Asset Management
New York
$103K +$105K +717 New
ISWM
3288
Intesa Sanpaolo Wealth Management
$103K +$106K +720 New
SIS
3289
Strategic Investment Solutions
Illinois
$103K +$2.79K +19 +3%
MSWA
3290
Marshall & Sterling Wealth Advisors
New York
$103K -$8.38K -57 -7%
EI
3291
eCIO Inc
Wisconsin
$103K +$105K +717 New
BFS
3292
Beacon Financial Strategies
North Carolina
$102K +$104K +708 New
RFA
3293
Reyes Financial Architecture
California
$100K +$103K +700 New
LFASL
3294
Lugano Financial Advisors SA (LFA)
Switzerland
$100K – – –
DPW
3295
DiNuzzo Private Wealth
Pennsylvania
$99.7K +$441 +3 +0.4%
QWM
3296
Quaker Wealth Management
New Jersey
$99.2K +$23.5K +160 +30%
API
3297
Asset Planning Inc
California
$98.4K – – –
GIM
3298
Gold Investment Management
Alberta, Canada
$95.7K +$735 +5 +0.8%
HPWM
3299
High Point Wealth Management
New Jersey
$94.4K +$96.7K +658 New
GWSA
3300
Global Wealth Strategies & Associates
Colorado
$93.8K +$30.4K +207 +46%
130 131
132
133 134