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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2626
Professional Financial Advisors
Nebraska
$84K – – –
SFMG
2627
Sage Financial Management Group
Virginia
$83K +$80.8K +589 New
TCWM
2628
Total Clarity Wealth Management
Illinois
$82K +$79.4K +579 New
NR
2629
Newfound Research
Massachusetts
$79K -$37K -270 -33%
DTIM
2630
Danda Trouve Investment Management
Kansas
$78K – – –
CA
2631
Centerpoint Advisors
Massachusetts
$77K – – –
HIM
2632
Hillsdale Investment Management
Ontario, Canada
$76K -$19.2K -140 -21%
WAS
2633
Winch Advisory Services
Wisconsin
$76K +$961 +7 +1%
CWA
2634
Carolina Wealth Advisors
South Carolina
$76K +$3.43K +25 +5%
GG
2635
Gleason Group
Kentucky
$74K +$961 +7 +1%
WCM
2636
Wealthcare Capital Management
Virginia
$74K +$72.2K +526 New
HH
2637
HWG Holdings
Texas
$71K -$193K -1,407 -74%
CCM
2638
Copeland Capital Management
Pennsylvania
$71K – – –
MAWCM
2639
Mine & Arao Wealth Creation & Management
California
$71K +$274 +2 +0.4%
CCM
2640
Cribstone Capital Management
Maine
$66K – – –
ICM
2641
Islay Capital Management
Texas
$64K -$75.5K -550 -55%
SFPG
2642
Stonebridge Financial Planning Group
Florida
$64K +$412 +3 +0.7%
JMF
2643
Johnson Midwest Financial
Iowa
$62K +$961 +7 +2%
WLPWM
2644
Walled Lake Planning & Wealth Management
Illinois
$60K +$549 +4 +1%
CA
2645
Crewe Advisors
Utah
$58K -$2.88K -21 -5%
HWMA
2646
Heritage Wealth Management (Arizona)
Arizona
$58K +$56.1K +409 New
EWA
2647
Evolution Wealth Advisors
Florida
$57K -$2.47K -18 -4%
TAIM
2648
TD Ameritrade Investment Management
Nebraska
$56K – – –
BFG
2649
Baron Financial Group
New Jersey
$54.5K +$18.5K +135 +54%
DWMG
2650
DB Wealth Management Group
California
$54K – – –
104 105
106
107 108