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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2626
Heartland Bank & Trust
Illinois
$422K -$496K -3,029 -52%
CCC
2627
Compass Capital Corp
Massachusetts
$421K +$458K +2,796 New
MCM
2628
MV Capital Management
Maryland
$421K -$64.2K -392 -12%
LF
2629
Lee Financial
Texas
$421K +$26.1K +159 +6%
EWM
2630
Edge Wealth Management
New York
$421K -$56K -342 -11%
WWA
2631
Wingate Wealth Advisors
Massachusetts
$421K +$453K +2,766 New
TAM
2632
Tucker Asset Management
Colorado
$420K -$71.9K -439 -14%
SPWG
2633
Syntegra Private Wealth Group
Missouri
$418K -$28.3K -173 -6%
HIG
2634
Heritage Investment Group
Florida
$418K – – –
SPI
2635
Sutton Place Investors
New York
$417K -$16.1K -98 -3%
CWM
2636
Centric Wealth Management
Illinois
$417K -$11.5K -70 -2%
CCA
2637
Clearwater Capital Advisors
Illinois
$417K – – –
TAM
2638
Trillium Asset Management
Massachusetts
$417K +$7.37K +45 +2%
MSR
2639
Main Street Research
Connecticut
$417K +$36.2K +221 +9%
SH
2640
SLT Holdings
Arizona
$416K +$448K +2,736 New
BWA
2641
BlueChip Wealth Advisors
Georgia
$416K +$21.1K +129 +5%
HIS
2642
Harvest Investment Services
Illinois
$416K +$98.5K +601 +28%
CIA
2643
Compass Ion Advisors
Pennsylvania
$415K -$24.9K -152 -5%
FPW
2644
Flywheel Private Wealth
California
$414K +$446K +2,720 New
SSA
2645
Sierra Summit Advisors
Nevada
$413K +$68.7K +419 +18%
UWS
2646
Unique Wealth Strategies
Illinois
$413K -$134K -819 -23%
FSA
2647
Financial Security Advisor
Virginia
$412K -$3.11K -19 -0.7%
JIR
2648
James Investment Research
Ohio
$412K -$731K -4,459 -62%
SAM
2649
Sompo Asset Management
Japan
$412K -$108K -660 -20%
LA
2650
LexAurum Advisors
Kansas
$412K +$55.1K +336 +14%
104 105
106
107 108