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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
3176
Trivant Custom Portfolio Group
California
$21.9K – – –
ARS
3177
Adirondack Retirement Specialists
New York
$21.5K -$20K -107 -48%
RG
3178
Retirement Group
California
$20.5K – – –
OIS
3179
Okabena Investment Services
Minnesota
$20.2K -$418K -2,238 -95%
CIR
3180
Clear Investment Research
Georgia
$19.8K -$2.61K -14 -12%
FGAM
3181
Financial Gravity Asset Management
Texas
$19.6K +$2.61K +14 +5%
BCPWM
3182
Bradley & Co Private Wealth Management
Florida
$19.4K – – –
TLA
3183
Tanglewood Legacy Advisors
Texas
$19.4K – – –
GM
3184
GeoWealth Management
Illinois
$19K +$19.4K +104 New
GWSA
3185
Global Wealth Strategies & Associates
Colorado
$18.5K – – –
TJHA
3186
Thomas J. Herzfeld Advisors
Florida
$18.5K – – –
DWA
3187
Delos Wealth Advisors
Texas
$17.6K – – –
IRAG
3188
Investment Research & Advisory Group
Georgia
$16.3K – – –
FWA
3189
FSC Wealth Advisors
New York
$14.4K – – –
ODG
3190
O'Dell Group
Ohio
$13.3K +$13.4K +72 New
MIFH
3191
Migdal Insurance & Financial Holdings
Israel
$13K – – –
RVM
3192
Robinson Value Management
Texas
$13K – – –
WAM
3193
Worth Asset Management
Texas
$11.7K +$11.8K +63 New
MDCM
3194
Morgan Dempsey Capital Management
Wisconsin
$10K – – –
HWM
3195
Horizons Wealth Management
North Carolina
$9.45K +$9.52K +51 New
KFP
3196
KB Financial Partners
New Jersey
$9K -$1.1M -5,882 -99%
BWS
3197
Buck Wealth Strategies
Colorado
$8.15K – – –
LOIP
3198
Live Oak Investment Partners
Texas
$6.11K – – –
CJL
3199
Cyrus J. Lawrence
New York
$5.73K +$114K +609 +2%
HF
3200
Halpern Financial
Virginia
$5.56K +$5.6K +30 New
126 127
128
129 130