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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
2701
Interactive Financial Advisors
Illinois
$33K – – –
PP
2702
PrairieView Partners
Minnesota
$30K – – –
PWS
2703
Paragon Wealth Strategies
Florida
$30K +$29.1K +200 New
PWP
2704
Personal Wealth Partners
Minnesota
$28K +$28K +192 New
MFA
2705
McClarren Financial Advisors
Pennsylvania
$27K +$146 +1 +0.5%
MFT
2706
Moisand Fitzgerald Tamayo
Florida
$23K – – –
FI
2707
FormulaFolio Investments
Michigan
$21K +$21.1K +145 New
LSA
2708
Lion Street Advisors
Texas
$20.4K +$20.1K +138 New
BHWM
2709
Bay Harbor Wealth Management
Maryland
$19K -$28.1K -193 -61%
RIA
2710
RPG Investment Advisory
California
$19K -$5.1K -35 -22%
CA
2711
Crewe Advisors
Utah
$18K -$41.8K -287 -70%
BC
2712
Barnett & Company
Tennessee
$17K +$6.85K +47 +72%
BBL
2713
Beck Bode LLC
Massachusetts
$17K +$16.9K +116 New
CIM
2714
CCLA Investment Management
United Kingdom
$17K +$2.59M +17,747 +18%
RG
2715
Retirement Group
California
$16K -$5.68K -39 -27%
GWMIA
2716
Global Wealth Management Investment Advisory
Florida
$16K – – –
AWM
2717
Activest Wealth Management
Florida
$15K – – –
NC
2718
Nicholas Company
Wisconsin
$15K – – –
CI
2719
Cordant Inc
Oregon
$15K +$14.6K +100 New
SC
2720
Solstein Capital
California
$14K – – –
RFWA
2721
RPg Family Wealth Advisory
Massachusetts
$13.5K +$13.3K +91 New
BCM
2722
Bourgeon Capital Management
Connecticut
$13K -$2.19K -15 -15%
TJHA
2723
Thomas J. Herzfeld Advisors
Florida
$13K – – –
BBHC
2724
Brown Brothers Harriman & Co
New York
$13K -$83K -570 -0.6%
RVM
2725
Robinson Value Management
Texas
$10K – – –
107 108
109
110 111