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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3151
Maryland Capital Advisors
Maryland
$26.2K – – –
CIR
3152
Clear Investment Research
Georgia
$25K +$24.4K +137 New
Q
3153
QVR
California
$24K -$1.59M -8,910 -99%
PA
3154
PSI Advisors
Florida
$23.6K – – –
BCM
3155
Bourgeon Capital Management
Connecticut
$23.1K +$19.6K +110 +611%
FC
3156
Family CFO
California
$22.6K – – –
ARS
3157
Adirondack Retirement Specialists
New York
$22.2K +$4.82K +27 +28%
GAG
3158
Goodman Advisory Group
Massachusetts
$22K -$29.8K -167 -58%
LWP
3159
Laurel Wealth Planning
Minnesota
$21.1K – – –
PP
3160
Pacifica Partners
Canada
$20.2K -$7.13K -40 -27%
RG
3161
Retirement Group
California
$20K +$178 +1 +0.9%
BCPWM
3162
Bradley & Co Private Wealth Management
Florida
$19K – – –
TLA
3163
Tanglewood Legacy Advisors
Texas
$19K +$18.7K +105 New
GWSA
3164
Global Wealth Strategies & Associates
Colorado
$18.1K +$17.8K +100 New
IAA
3165
Independent Advisor Alliance
North Carolina
$17.7K -$548K -3,075 -3%
DWA
3166
Delos Wealth Advisors
Texas
$16.8K – – –
TJHA
3167
Thomas J. Herzfeld Advisors
Florida
$16.8K +$713 +4 +4%
IRAG
3168
Investment Research & Advisory Group
Georgia
$15.9K – – –
FWA
3169
FSC Wealth Advisors
New York
$14.1K – – –
QL
3170
Quarry LP
New York
$14.1K +$13.9K +78 New
RVM
3171
Robinson Value Management
Texas
$12.6K – – –
ECM
3172
Everence Capital Management
Indiana
$12.6K +$3.73M +20,910 +43%
MIFH
3173
Migdal Insurance & Financial Holdings
Israel
$12K -$27.6K -155 -70%
AW
3174
Avion Wealth
Texas
$11K – – –
MDCM
3175
Morgan Dempsey Capital Management
Wisconsin
$9.76K – – –
125 126
127
128 129