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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
2626
Founders Financial Securities
Maryland
$422K +$55.7K +340 +14%
HBT
2627
Heartland Bank & Trust
Illinois
$422K -$496K -3,029 -52%
CCC
2628
Compass Capital Corp
Massachusetts
$421K +$458K +2,796 New
MCM
2629
MV Capital Management
Maryland
$421K -$64.2K -392 -12%
LF
2630
Lee Financial
Texas
$421K +$26.1K +159 +6%
EWM
2631
Edge Wealth Management
New York
$421K -$56K -342 -11%
WWA
2632
Wingate Wealth Advisors
Massachusetts
$421K +$453K +2,766 New
TAM
2633
Tucker Asset Management
Colorado
$420K -$71.9K -439 -14%
SPWG
2634
Syntegra Private Wealth Group
Missouri
$418K -$28.3K -173 -6%
HIG
2635
Heritage Investment Group
Florida
$418K – – –
SPI
2636
Sutton Place Investors
New York
$417K -$16.1K -98 -3%
CWM
2637
Centric Wealth Management
Illinois
$417K -$11.5K -70 -2%
CCA
2638
Clearwater Capital Advisors
Illinois
$417K – – –
TAM
2639
Trillium Asset Management
Massachusetts
$417K +$7.37K +45 +2%
MSR
2640
Main Street Research
Connecticut
$417K +$36.2K +221 +9%
SH
2641
SLT Holdings
Arizona
$416K +$448K +2,736 New
BWA
2642
BlueChip Wealth Advisors
Georgia
$416K +$21.1K +129 +5%
HIS
2643
Harvest Investment Services
Illinois
$416K +$98.5K +601 +28%
CIA
2644
Compass Ion Advisors
Pennsylvania
$415K -$24.9K -152 -5%
FPW
2645
Flywheel Private Wealth
California
$414K +$446K +2,720 New
SSA
2646
Sierra Summit Advisors
Nevada
$413K +$68.7K +419 +18%
UWS
2647
Unique Wealth Strategies
Illinois
$413K -$134K -819 -23%
FSA
2648
Financial Security Advisor
Virginia
$412K -$3.11K -19 -0.7%
JIR
2649
James Investment Research
Ohio
$412K -$731K -4,459 -62%
SAM
2650
Sompo Asset Management
Japan
$412K -$108K -660 -20%
104 105
106
107 108