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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2676
Regal Wealth Group
California
$26K +$137 +1 +0.6%
RIA
2677
RPG Investment Advisory
California
$23K -$6.86K -50 -24%
MFT
2678
Moisand Fitzgerald Tamayo
Florida
$22K -$72K -525 -78%
FRA
2679
Front Row Advisors
California
$22K – – –
FI
2680
FormulaFolio Investments
Michigan
$21K -$4.23M -30,819 Closed
NOI
2681
Newton One Investments
Delaware
$21K +$19.9K +145 New
RG
2682
Retirement Group
California
$20K +$5.49K +40 +38%
CG
2683
Cutler Group
California
$18K +$17.6K +128 +12,800%
FFC
2684
Fure Financial Corporation
Minnesota
$15K – – –
GWMIA
2685
Global Wealth Management Investment Advisory
Florida
$15K +$6.86K +50 +88%
NC
2686
Nicholas Company
Wisconsin
$14K -$39.5M -287,785 -100%
AI
2687
ArchPoint Investors
Florida
$14K – – –
BCM
2688
Bourgeon Capital Management
Connecticut
$14K – – –
CFD
2689
Creative Financial Designs
Indiana
$14K – – –
AWM
2690
Activest Wealth Management
Florida
$14K +$13.4K +98 New
CP
2691
Corbenic Partners
Pennsylvania
$14K +$14K +102 New
TJHA
2692
Thomas J. Herzfeld Advisors
Florida
$13K – – –
SWP
2693
ShoreHaven Wealth Partners
New Jersey
$13K +$137 +1 +1%
SC
2694
Solstein Capital
California
$13K +$13K +95 New
RVM
2695
Robinson Value Management
Texas
$10K -$206K -1,500 -96%
BGC
2696
Beutel, Goodman & Co
Ontario, Canada
$10K -$6.17K -45 -38%
BC
2697
Barnett & Company
Tennessee
$9K – – –
SGAM
2698
Smith Group Asset Management
Texas
$9K – – –
SWM
2699
Strategic Wealth Management
Washington
$9K – – –
MS
2700
Mizuho Securities
Japan
$8K -$2.33K -17 -24%
106 107
108
109 110