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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2951
Islay Capital Management
Texas
$78K – – –
SFPG
2952
Stonebridge Financial Planning Group
Florida
$78K +$327 +2 +0.4%
KA
2953
Kozak & Associates
Colorado
$78K +$9.15K +56 +12%
MIFH
2954
Migdal Insurance & Financial Holdings
Israel
$78K +$49.2K +301 +198%
DFCM
2955
Dark Forest Capital Management
Puerto Rico
$78K +$73.3K +449 New
JMF
2956
Johnson Midwest Financial
Iowa
$77K – – –
BA
2957
Bellwether Advisors
Nebraska
$74K -$18K -110 -20%
UIA
2958
Ulland Investment Advisors
Minnesota
$74K +$69.9K +428 New
CMA
2959
Cedar Mountain Advisors
Oregon
$73K +$163 +1 +0.2%
SC
2960
Schubert & Co
Texas
$71K +$66.6K +408 New
WWMSC
2961
Wagner Wealth Management (South Carolina)
South Carolina
$68K +$8.82K +54 +16%
CM
2962
Cornerstone Management
Georgia
$67.7K +$63.7K +390 New
PCFFS
2963
Pacific Center for Financial Services
California
$67K +$12.7K +78 +25%
DWMG
2964
DB Wealth Management Group
California
$66K – – –
RA
2965
Rise Advisors
New York
$64.8K +$60.9K +373 New
SQA
2966
Simon Quick Advisors
New Jersey
$64K -$20.3K -124 -25%
LAS
2967
Lloyd Advisory Services
Georgia
$62K -$96.9K -593 -63%
BAM
2968
Baldrige Asset Management
Pennsylvania
$60K – – –
EA
2969
Evolution Advisers
Virginia
$59K +$55.9K +342 New
BFG
2970
Baron Financial Group
New Jersey
$58.2K – – –
HIM
2971
Hillsdale Investment Management
Ontario, Canada
$58K -$54.7K -335 -50%
TLCM
2972
Twin Lakes Capital Management
California
$57K – – –
CFD
2973
Creative Financial Designs
Indiana
$56K +$36.8K +225 +230%
MTWM
2974
Masso Torrence Wealth Management
New Jersey
$56K +$52.3K +320 New
ACM
2975
Aquatic Capital Management
Illinois
$52K +$49K +300 New
117 118
119
120 121