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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2676
PrairieView Partners
Minnesota
$30K +$28.4K +200 New
JAM
2677
JCIC Asset Management
Ontario, Canada
$29K -$43.4K -305 -61%
RWG
2678
Regal Wealth Group
California
$27K – – –
MFA
2679
McClarren Financial Advisors
Pennsylvania
$27K +$25.9K +182 New
DWA
2680
Dougherty Wealth Advisers
Minnesota
$24K – – –
FRA
2681
Front Row Advisors
California
$23K – – –
BGC
2682
Beutel, Goodman & Co
Ontario, Canada
$17K – – –
FFC
2683
Fure Financial Corporation
Minnesota
$16K – – –
CFD
2684
Creative Financial Designs
Indiana
$15K -$14.6K -103 -51%
AI
2685
ArchPoint Investors
Florida
$15K – – –
BCM
2686
Bourgeon Capital Management
Connecticut
$15K – – –
RG
2687
Retirement Group
California
$15K – – –
CAGAS
2688
Capital Advisory Group Advisory Services
Minnesota
$14K +$3.55K +25 +36%
RFWA
2689
RPg Family Wealth Advisory
Massachusetts
$13.6K -$3.55K -25 -22%
TJHA
2690
Thomas J. Herzfeld Advisors
Florida
$13K +$569 +4 +5%
SWP
2691
ShoreHaven Wealth Partners
New Jersey
$13K +$12.9K +91 New
FA
2692
Fortis Advisors
Pennsylvania
$12K +$11.4K +80 New
MS
2693
Mizuho Securities
Japan
$11K +$10.2K +72 New
SWM
2694
Strategic Wealth Management
Washington
$10K -$7.82K -55 -45%
FWM
2695
ForthRight Wealth Management
Georgia
$10K +$9.95K +70 New
AW
2696
Avion Wealth
Texas
$9K – – –
BC
2697
Barnett & Company
Tennessee
$9K – – –
SGAM
2698
Smith Group Asset Management
Texas
$9K – – –
AIL
2699
AGF Investments LLC
Ontario, Canada
$8K -$435K -3,061 -98%
GWMIA
2700
Global Wealth Management Investment Advisory
Florida
$8K +$4.55K +32 +128%
106 107
108
109 110