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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
3301
Stonehage Fleming Financial Services
Jersey
$152K – – –
FFL
3302
Financial Freedom LLC
Ohio
$151K +$2.18K +14 +1%
T
3303
Tidemark
California
$150K +$3.43K +22 +2%
AI
3304
AXS Investments
New York
$148K -$69.2K -444 -32%
MWA
3305
Miller Wealth Advisors
Colorado
$148K – – –
SG
3306
Sankala Group
Colorado
$146K -$9.97K -64 -6%
FA
3307
Fountainhead AM
New Jersey
$146K +$146K +938 New
RBC
3308
Roble Belko & Company
Pennsylvania
$145K +$935 +6 +0.6%
HRC
3309
Hoertkorn Richard Charles
$144K – – –
WA
3310
WPG Advisers
Maryland
$142K -$5.61K -36 -4%
GFA
3311
Godfrey Financial Associates
New York
$136K – – –
BWM
3312
Bernard Wealth Management
Michigan
$136K – – –
RIAS
3313
Rachor Investment Advisory Services
Michigan
$134K +$156 +1 +0.1%
FC
3314
Fairscale Capital
New Hampshire
$134K – – –
WAS
3315
Winch Advisory Services
Wisconsin
$134K +$2.03K +13 +2%
PAG
3316
Paladin Advisory Group
Iowa
$133K – – –
MAM
3317
Morse Asset Management
Connecticut
$132K -$110K -706 -45%
BHWM
3318
Beaird Harris Wealth Management
Texas
$131K +$1.09K +7 +0.8%
RF
3319
Roxbury Financial
New Jersey
$131K -$6.7K -43 -5%
DWM
3320
Darwin Wealth Management
Florida
$131K -$3.12K -20 -2%
PF
3321
PlanVest Financial
Maryland
$130K +$130K +837 New
FNWA
3322
Financial Network Wealth Advisors
Utah
$127K +$2.65K +17 +2%
BIA
3323
Bell Investment Advisors
California
$123K +$40.2K +258 +49%
GPFA
3324
Game Plan Financial Advisors
Ohio
$122K +$42.9K +275 +54%
IFS
3325
Intelligent Financial Strategies
Minnesota
$122K – – –
131 132
133
134 135