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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
3151
Goodman Advisory Group
Massachusetts
$20.3K – – –
MIFH
3152
Migdal Insurance & Financial Holdings
Israel
$20K +$9.08K +50 +74%
TCPG
3153
Trivant Custom Portfolio Group
California
$20K – – –
RG
3154
Retirement Group
California
$18.8K +$182 +1 +0.9%
HH
3155
HWG Holdings
Texas
$18.6K -$4.9K -27 -20%
CIR
3156
Clear Investment Research
Georgia
$18K -$182 -1 -0.9%
BCPWM
3157
Bradley & Co Private Wealth Management
Florida
$17.8K – – –
TLA
3158
Tanglewood Legacy Advisors
Texas
$17.8K – – –
GWSA
3159
Global Wealth Strategies & Associates
Colorado
$16.9K – – –
TJHA
3160
Thomas J. Herzfeld Advisors
Florida
$16.9K – – –
SR
3161
Syntax Research
Florida
$16.9K +$18.2K +100 New
DWA
3162
Delos Wealth Advisors
Texas
$16.9K – – –
FGA
3163
Fortis Group Advisors
New Jersey
$16.4K +$17.6K +97 New
SFA
3164
Semmax Financial Advisors
North Carolina
$16.1K +$17.4K +96 New
IRAG
3165
Investment Research & Advisory Group
Georgia
$14.9K – – –
LFASL
3166
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$15.8K +87 New
FWA
3167
FSC Wealth Advisors
New York
$13.2K – – –
LFA
3168
Legend Financial Advisors
Pennsylvania
$12.5K -$11.3K -62 -46%
RVM
3169
Robinson Value Management
Texas
$11.9K – – –
MDCM
3170
Morgan Dempsey Capital Management
Wisconsin
$9.15K – – –
KFP
3171
KB Financial Partners
New Jersey
$8K – – –
BWS
3172
Buck Wealth Strategies
Colorado
$7.46K – – –
WFA
3173
West Financial Advisors
Iowa
$6.95K +$7.45K +41 New
HWP
3174
Hibernia Wealth Partners
Louisiana
$6.95K +$7.45K +41 New
PS
3175
PayPay Securities
Japan
$6.04K – – –
125 126
127
128 129