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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2901
Catalyst Capital Advisors
New York
$160K +$31.7K +189 +25%
HRC
2902
Hoertkorn Richard Charles
$156K – – –
RBC
2903
Roble Belko & Company
Pennsylvania
$156K – – –
PPWM
2904
PFG Private Wealth Management
Florida
$154K +$111K +662 +257%
MWA
2905
Miller Wealth Advisors
Colorado
$151K – – –
IRC
2906
Investors Research Corp
Georgia
$148K +$4.2K +25 +3%
EL
2907
EMFO LLC
Florida
$146K – – –
NOI
2908
Newton One Investments
Delaware
$142K +$168 +1 +0.1%
HIM
2909
Hillsdale Investment Management
Ontario, Canada
$133K +$77.2K +460 +137%
CCMW
2910
Cypress Capital Management (Wyoming)
Wyoming
$130K – – –
CPFP
2911
Clear Perspectives Financial Planning
Ohio
$124K – – –
WAS
2912
Winch Advisory Services
Wisconsin
$120K +$1.01K +6 +0.8%
CCA
2913
Column Capital Advisors
Indiana
$118K -$1.34K -8 -1%
ST
2914
Sageworth Trust
Pennsylvania
$117K -$359K -2,141 -75%
CCM
2915
Cribstone Capital Management
Maine
$117K – – –
M1FG
2916
Mach-1 Financial Group
Arkansas
$111K +$5.37K +32 +5%
BAM
2917
Byrne Asset Management
New Jersey
$110K -$36.9K -220 -25%
LF
2918
Lee Financial
Texas
$109K -$5.04K -30 -4%
LAS
2919
Lloyd Advisory Services
Georgia
$108K +$48.4K +288 +81%
TAIM
2920
TD Ameritrade Investment Management
Nebraska
$106K +$9.4K +56 +10%
PFA
2921
Professional Financial Advisors
Nebraska
$102K – – –
WFA
2922
West Financial Advisors
Iowa
$100K -$5.04K -30 -5%
SA
2923
SRH Advisors
Kansas
$100K – – –
MAWCM
2924
Mine & Arao Wealth Creation & Management
California
$98K -$4.37K -26 -4%
TFO
2925
Tarbox Family Office
California
$97K -$41.3K -246 -30%
115 116
117
118 119