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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2626
Significant Wealth Partners
Illinois
$427K +$36.8K +214 +9%
GXJ
2627
Global X Japan
Japan
$427K +$5.33K +31 +1%
CFD
2628
Creative Financial Designs
Indiana
$426K -$6.87K -40 -2%
ATC
2629
Advantage Trust Company
Kansas
$425K – – –
FWM
2630
Foguth Wealth Management
Michigan
$425K -$52.9K -308 -11%
OP
2631
ORG Partners
Indiana
$425K -$1.26M -7,348 -75%
AIFAIM
2632
American Institute for Advanced Investment Management
Arizona
$424K -$36.3K -211 -8%
MSR
2633
Main Street Research
Connecticut
$424K – – –
OCM
2634
Orion Capital Management
California
$424K – – –
NF
2635
Nikulski Financial
Iowa
$423K +$9.79K +57 +2%
FIBT
2636
First International Bank & Trust
North Dakota
$423K +$4.81K +28 +1%
RF
2637
Robinswood Financial
Washington
$423K +$11.3K +66 +3%
WFAG
2638
Wescott Financial Advisory Group
Pennsylvania
$423K +$1.89K +11 +0.4%
CTWM
2639
Cherry Tree Wealth Management
Minnesota
$422K – – –
DCBT
2640
Dakota Community Bank & Trust
North Dakota
$422K +$3.61K +21 +0.9%
BTWM
2641
Baker Tilly Wealth Management
Wisconsin
$422K -$407K -2,369 -49%
TC
2642
Tacita Capital
Ontario, Canada
$421K +$61.2K +356 +17%
BCMLT
2643
Beacon Capital Management LLC (Tennessee)
Tennessee
$421K +$52.4K +305 +14%
FDDB
2644
Fidelity D&D Bancorp
Pennsylvania
$420K -$3.44K -20 -0.8%
KBFS
2645
Kohmann Bosshard Financial Services
Ohio
$420K – – –
SWIM
2646
Smallwood Wealth Investment Management
New Jersey
$419K – – –
FFA
2647
Florida Financial Advisors
Florida
$419K -$112K -650 -21%
TC
2648
TAGStone Capital
North Carolina
$418K +$9.45K +55 +2%
WLPWM
2649
Walled Lake Planning & Wealth Management
Illinois
$418K +$26.5K +154 +7%
SIM
2650
SSI Investment Management
California
$418K -$344 -2 -0.1%
104 105
106
107 108