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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3051
Hillsdale Investment Management
Ontario, Canada
$169K +$19.6K +110 +13%
TAM
3052
Tucker Asset Management
Colorado
$169K +$28.2K +158 +21%
HRC
3053
Hoertkorn Richard Charles
$168K – – –
NECFA
3054
New England Capital Financial Advisors
Connecticut
$167K +$176K +986 New
RWM
3055
Ruedi Wealth Management
Illinois
$167K +$164K +922 New
VIA
3056
Virtus Investment Advisers
Connecticut
$166K – – –
ST
3057
Sageworth Trust
Pennsylvania
$164K +$1.96K +11 +1%
MWA
3058
Miller Wealth Advisors
Colorado
$163K – – –
FFL
3059
Financial Freedom LLC
Ohio
$160K +$158K +884 New
BHWM
3060
Beaird Harris Wealth Management
Texas
$160K +$58.3K +327 +59%
CCA
3061
Column Capital Advisors
Indiana
$159K +$31.2K +175 +25%
EL
3062
EMFO LLC
Florida
$157K – – –
NOI
3063
Newton One Investments
Delaware
$153K – – –
AS
3064
Altshuler Shaham
Israel
$152K -$36.4K -204 -19%
WAS
3065
Winch Advisory Services
Wisconsin
$152K – – –
CCM
3066
Cribstone Capital Management
Maine
$149K +$22.3K +125 +18%
AF
3067
Affiance Financial
Minnesota
$148K +$146K +820 New
RA
3068
Rise Advisors
New York
$148K – – –
PPWM
3069
PFG Private Wealth Management
Florida
$144K -$4.64K -26 -3%
FSWA
3070
Financial Synergies Wealth Advisors
Texas
$143K +$22.3K +125 +19%
CCMW
3071
Cypress Capital Management (Wyoming)
Wyoming
$141K – – –
CPG
3072
Cornerstone Planning Group
New Jersey
$137K +$144K +805 New
CPFP
3073
Clear Perspectives Financial Planning
Ohio
$133K -$1.43K -8 -1%
CA
3074
Crewe Advisors
Utah
$130K -$21.8K -122 -14%
LF
3075
Lee Financial
Texas
$128K – – –
121 122
123
124 125