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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
3076
Winch Advisory Services
Wisconsin
$163K +$746 +4 +0.5%
PPWM
3077
PFG Private Wealth Management
Florida
$162K +$560 +3 +0.3%
RWM
3078
Ruedi Wealth Management
Illinois
$161K -$71.1K -381 -30%
SF
3079
Safeguard Financial
Wisconsin
$159K +$161K +861 New
NOI
3080
Newton One Investments
Delaware
$158K +$933 +5 +0.6%
EL
3081
EMFO LLC
Florida
$154K – – –
CCMW
3082
Cypress Capital Management (Wyoming)
Wyoming
$143K – – –
PIAS
3083
PCA Investment Advisory Services
Ohio
$141K +$142K +760 New
CCA
3084
Catalyst Capital Advisors
New York
$141K -$8.4K -45 -6%
PP
3085
PrairieView Partners
Minnesota
$137K +$74.6K +400 +118%
GKIM
3086
GW&K Investment Management
Massachusetts
$136K +$80.6K +432 +144%
AFS
3087
Annapolis Financial Services
Maryland
$134K +$23K +123 +21%
BBPWM
3088
Blue Bell Private Wealth Management
Pennsylvania
$129K +$26.3K +141 +25%
LF
3089
Lee Financial
Texas
$127K – – –
BCM
3090
Basso Capital Management
Connecticut
$125K -$606K -3,250 -83%
PCA
3091
Providence Capital Advisors
North Carolina
$123K -$4.94M -26,450 -98%
SIS
3092
Strategic Investment Solutions
Illinois
$123K -$203K -1,089 -62%
NCM
3093
Northwest Capital Management
Oregon
$120K +$121K +648 New
OA
3094
Operose Advisors
Wisconsin
$117K -$74.6K -400 -39%
PWMA
3095
Pension & Wealth Management Advisors
Massachusetts
$116K +$187 +1 +0.2%
GG
3096
Gleason Group
Kentucky
$113K +$746 +4 +0.7%
MAWCM
3097
Mine & Arao Wealth Creation & Management
California
$112K -$4.48K -24 -4%
MAM
3098
Marquette Asset Management
Minnesota
$111K – – –
RBC
3099
Roble Belko & Company
Pennsylvania
$111K – – –
RA
3100
Rise Advisors
New York
$110K -$45K -241 -29%
122 123
124
125 126