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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
2951
Itau Unibanco Holding S.A.
Brazil
$79K +$26.3K +161 +54%
ICM
2952
Islay Capital Management
Texas
$78K – – –
SFPG
2953
Stonebridge Financial Planning Group
Florida
$78K +$327 +2 +0.4%
KA
2954
Kozak & Associates
Colorado
$78K +$9.15K +56 +12%
MIFH
2955
Migdal Insurance & Financial Holdings
Israel
$78K +$49.2K +301 +198%
DFCM
2956
Dark Forest Capital Management
Puerto Rico
$78K +$73.3K +449 New
JMF
2957
Johnson Midwest Financial
Iowa
$77K – – –
BA
2958
Bellwether Advisors
Nebraska
$74K -$18K -110 -20%
UIA
2959
Ulland Investment Advisors
Minnesota
$74K +$69.9K +428 New
CMA
2960
Cedar Mountain Advisors
Oregon
$73K +$163 +1 +0.2%
SC
2961
Schubert & Co
Texas
$71K +$66.6K +408 New
WWMSC
2962
Wagner Wealth Management (South Carolina)
South Carolina
$68K +$8.82K +54 +16%
CM
2963
Cornerstone Management
Georgia
$67.7K +$63.7K +390 New
PCFFS
2964
Pacific Center for Financial Services
California
$67K +$12.7K +78 +25%
DWMG
2965
DB Wealth Management Group
California
$66K – – –
RA
2966
Rise Advisors
New York
$64.8K +$60.9K +373 New
SQA
2967
Simon Quick Advisors
New Jersey
$64K -$20.3K -124 -25%
LAS
2968
Lloyd Advisory Services
Georgia
$62K -$96.9K -593 -63%
BAM
2969
Baldrige Asset Management
Pennsylvania
$60K – – –
EA
2970
Evolution Advisers
Virginia
$59K +$55.9K +342 New
BFG
2971
Baron Financial Group
New Jersey
$58.2K – – –
HIM
2972
Hillsdale Investment Management
Ontario, Canada
$58K -$54.7K -335 -50%
TLCM
2973
Twin Lakes Capital Management
California
$57K – – –
CFD
2974
Creative Financial Designs
Indiana
$56K +$36.8K +225 +230%
MTWM
2975
Masso Torrence Wealth Management
New Jersey
$56K +$52.3K +320 New
117 118
119
120 121