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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2701
Crewe Advisors
Utah
$18K – – –
LWP
2702
Laurel Wealth Planning
Minnesota
$18K +$9.6K +62 +113%
RG
2703
Retirement Group
California
$17K +$1.7K +11 +10%
FFC
2704
Fure Financial Corporation
Minnesota
$16K +$17.2K +111 New
CFD
2705
Creative Financial Designs
Indiana
$15K -$65K -420 -81%
AWM
2706
Activest Wealth Management
Florida
$15K – – –
NC
2707
Nicholas Company
Wisconsin
$15K – – –
RFWA
2708
RPg Family Wealth Advisory
Massachusetts
$13.7K – – –
BCM
2709
Bourgeon Capital Management
Connecticut
$13K – – –
TJHA
2710
Thomas J. Herzfeld Advisors
Florida
$13K – – –
IRAG
2711
Investment Research & Advisory Group
Georgia
$13K +$4.49K +29 +49%
RIA
2712
RPG Investment Advisory
California
$11K -$7.74K -50 -40%
RVM
2713
Robinson Value Management
Texas
$11K – – –
GKWIM
2714
Gerber Kawasaki Wealth & Investment Management
California
$11K +$1.7K +11 New
RCM
2715
Ravenstone Capital Management
$10.1K +$10.4K +67 New
AW
2716
Avion Wealth
Texas
$9K – – –
SGAM
2717
Smith Group Asset Management
Texas
$9K – – –
UOTTAIMCU
2718
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9K +$9.6K +62 New
MS
2719
Mizuho Securities
Japan
$8K -$310 -2 -4%
CIAS
2720
CBIZ Investment Advisory Services
Ohio
$8K – – –
WIA
2721
Wealthstreet Investment Advisors
Texas
$7K -$97.2K -628 -93%
BGC
2722
Beutel, Goodman & Co
Ontario, Canada
$7K – – –
CWM
2723
Cedar Wealth Management
California
$7K – – –
CAGAS
2724
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
LWA
2725
Lowe Wealth Advisors
Maryland
$4K – – –
107 108
109
110 111