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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1901
Versor Investments
New York
$284K +$296K +2,600 New
NWS
1902
Newport Wealth Strategies
California
$283K -$174K -1,533 -37%
B
1903
Bridgeworth
Alabama
$283K +$299K +2,626 New
BBNB
1904
Baker Boyer National Bank
Washington
$281K -$80.5K -708 -22%
SWA
1905
SFMG Wealth Advisors
Texas
$279K -$2.39K -21 -0.8%
PWM
1906
Paulson Wealth Management
Illinois
$278K +$19.3K +170 +7%
WA
1907
Wealth Architects
California
$277K -$38.4K -338 -12%
MOS
1908
MGO One Seven
Ohio
$277K +$47.7K +419 +20%
NWM
1909
Northwest Wealth Management
Iowa
$277K +$91.1K +801 +46%
GRP
1910
Global Retirement Partners
California
$276K +$26K +229 +10%
WCWM
1911
Willow Creek Wealth Management
California
$276K +$288K +2,532 New
BFG
1912
Barber Financial Group
Kansas
$275K -$77.7K -683 -21%
BWM
1913
BigSur Wealth Management
Florida
$275K -$5.57K -49 -2%
CWM
1914
Connecticut Wealth Management
Connecticut
$274K +$291K +2,560 New
LA
1915
LexAurum Advisors
Kansas
$273K -$10.6K -93 -4%
KIM
1916
Karpus Investment Management
New York
$273K – – –
OLA
1917
Oliver Luxxe Assets
New Jersey
$271K -$50.8K -447 -15%
AWA
1918
Alaska Wealth Advisors
Alaska
$271K – – –
MFG
1919
Monte Financial Group
Connecticut
$267K – – –
POIA
1920
Pin Oak Investment Advisors
Texas
$266K – – –
BCM
1921
Beck Capital Management
Texas
$266K +$6.25K +55 +2%
HHGA
1922
Halbert Hargrove Global Advisors
California
$266K +$60.2K +529 +28%
LFA
1923
Legacy Financial Advisors
Kentucky
$265K -$12.4K -109 -4%
PW
1924
Peninsula Wealth
California
$264K +$275K +2,414 New
DCM
1925
Donaldson Capital Management
Indiana
$262K -$39.7K -349 -13%
75 76
77
78 79