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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
2901
Hoertkorn Richard Charles
$156K – – –
RBC
2902
Roble Belko & Company
Pennsylvania
$156K – – –
PPWM
2903
PFG Private Wealth Management
Florida
$154K +$111K +662 +257%
MWA
2904
Miller Wealth Advisors
Colorado
$151K – – –
IRC
2905
Investors Research Corp
Georgia
$148K +$4.2K +25 +3%
EL
2906
EMFO LLC
Florida
$146K – – –
NOI
2907
Newton One Investments
Delaware
$142K +$168 +1 +0.1%
HIM
2908
Hillsdale Investment Management
Ontario, Canada
$133K +$77.2K +460 +137%
CCMW
2909
Cypress Capital Management (Wyoming)
Wyoming
$130K – – –
CPFP
2910
Clear Perspectives Financial Planning
Ohio
$124K – – –
WAS
2911
Winch Advisory Services
Wisconsin
$120K +$1.01K +6 +0.8%
CCA
2912
Column Capital Advisors
Indiana
$118K -$1.34K -8 -1%
ST
2913
Sageworth Trust
Pennsylvania
$117K -$359K -2,141 -75%
CCM
2914
Cribstone Capital Management
Maine
$117K – – –
M1FG
2915
Mach-1 Financial Group
Arkansas
$111K +$5.37K +32 +5%
BAM
2916
Byrne Asset Management
New Jersey
$110K -$36.9K -220 -25%
LF
2917
Lee Financial
Texas
$109K -$5.04K -30 -4%
LAS
2918
Lloyd Advisory Services
Georgia
$108K +$48.4K +288 +81%
TAIM
2919
TD Ameritrade Investment Management
Nebraska
$106K +$9.4K +56 +10%
PFA
2920
Professional Financial Advisors
Nebraska
$102K – – –
WFA
2921
West Financial Advisors
Iowa
$100K -$5.04K -30 -5%
SA
2922
SRH Advisors
Kansas
$100K – – –
MAWCM
2923
Mine & Arao Wealth Creation & Management
California
$98K -$4.37K -26 -4%
TFO
2924
Tarbox Family Office
California
$97K -$41.3K -246 -30%
OBWP
2925
O'Brien Wealth Partners
Massachusetts
$96K +$839 +5 +0.9%
115 116
117
118 119