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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2476
Sageworth Trust
Pennsylvania
$59K -$205K -1,507 -78%
JAM
2477
JCIC Asset Management
Ontario, Canada
$59K – – –
WLPWM
2478
Walled Lake Planning & Wealth Management
Illinois
$56K +$56.2K +413 New
AI
2479
ArchPoint Investors
Florida
$55K – – –
SFG
2480
Sowa Financial Group
Rhode Island
$51K +$50.4K +370 New
TCWM
2481
Total Clarity Wealth Management
Illinois
$51K +$50.4K +370 New
CAM
2482
Columbia Asset Management
Michigan
$48K -$108K -791 -2%
LWS
2483
Lucia Wealth Services
California
$48K +$10.1K +74 +27%
CWA
2484
Capital Wealth Alliance
Arizona
$48K +$46K +338 New
SQA
2485
Simon Quick Advisors
New Jersey
$46K +$16.1K +118 +54%
SFPG
2486
Stonebridge Financial Planning Group
Florida
$46K +$45.9K +337 New
EI
2487
Ellevest Inc
New York
$43K +$16.9K +124 +64%
CFN
2488
Cordasco Financial Network
Florida
$41K – – –
RIA
2489
RPG Investment Advisory
California
$41K – – –
SA
2490
SRH Advisors
Kansas
$41K – – –
ETC
2491
Exchange Traded Concepts
Oklahoma
$40K +$39.9K +293 New
GWMIA
2492
Global Wealth Management Investment Advisory
Florida
$38K -$8.3K -61 -18%
PC
2493
Permanens Capital
New York
$37K +$30.6K +225 +511%
FA
2494
Fortis Advisors
Pennsylvania
$36K – – –
FFW
2495
Fusion Family Wealth
New York
$36K – – –
AWM
2496
Avondale Wealth Management
Texas
$34K – – –
GSC
2497
G&S Capital
Colorado
$33K -$17K -125 -34%
PWP
2498
Personal Wealth Partners
Minnesota
$27K – – –
EWA
2499
Evolution Wealth Advisors
Florida
$27K +$18.6K +137 +221%
BGC
2500
Beutel, Goodman & Co
Ontario, Canada
$27K +$27.2K +200 New
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100
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