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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3151
Family CFO
California
$21.2K – – –
GAG
3152
Goodman Advisory Group
Massachusetts
$20.3K – – –
MIFH
3153
Migdal Insurance & Financial Holdings
Israel
$20K +$9.08K +50 +74%
TCPG
3154
Trivant Custom Portfolio Group
California
$20K – – –
RG
3155
Retirement Group
California
$18.8K +$182 +1 +0.9%
HH
3156
HWG Holdings
Texas
$18.6K -$4.9K -27 -20%
CIR
3157
Clear Investment Research
Georgia
$18K -$182 -1 -0.9%
BCPWM
3158
Bradley & Co Private Wealth Management
Florida
$17.8K – – –
TLA
3159
Tanglewood Legacy Advisors
Texas
$17.8K – – –
GWSA
3160
Global Wealth Strategies & Associates
Colorado
$16.9K – – –
TJHA
3161
Thomas J. Herzfeld Advisors
Florida
$16.9K – – –
SR
3162
Syntax Research
Florida
$16.9K +$18.2K +100 New
DWA
3163
Delos Wealth Advisors
Texas
$16.9K – – –
FGA
3164
Fortis Group Advisors
New Jersey
$16.4K +$17.6K +97 New
SFA
3165
Semmax Financial Advisors
North Carolina
$16.1K +$17.4K +96 New
IRAG
3166
Investment Research & Advisory Group
Georgia
$14.9K – – –
LFASL
3167
Lugano Financial Advisors SA (LFA)
Switzerland
$14.7K +$15.8K +87 New
FWA
3168
FSC Wealth Advisors
New York
$13.2K – – –
LFA
3169
Legend Financial Advisors
Pennsylvania
$12.5K -$11.3K -62 -46%
RVM
3170
Robinson Value Management
Texas
$11.9K – – –
MDCM
3171
Morgan Dempsey Capital Management
Wisconsin
$9.15K – – –
KFP
3172
KB Financial Partners
New Jersey
$8K – – –
BWS
3173
Buck Wealth Strategies
Colorado
$7.46K – – –
WFA
3174
West Financial Advisors
Iowa
$6.95K +$7.45K +41 New
HWP
3175
Hibernia Wealth Partners
Louisiana
$6.95K +$7.45K +41 New
125 126
127
128 129