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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
3226
USA Financial Formulas
Michigan
$195K +$210K +1,282 New
POIA
3227
Pin Oak Investment Advisors
Texas
$194K +$3.28K +20 +2%
TCM
3228
TD Capital Management
Tennessee
$191K – – –
WPWM
3229
Western Pacific Wealth Management
Illinois
$187K -$53.1K -324 -21%
OW
3230
Olistico Wealth
Oklahoma
$187K +$164 +1 +0.1%
RA
3231
Rise Advisors
New York
$186K +$18.5K +113 +10%
SAM
3232
Sherman Asset Management
California
$185K +$199K +1,215 New
AA
3233
AlphaMark Advisors
Kentucky
$182K +$18.8K +115 +11%
KHC
3234
Koesten Hirschmann & Crabtree
Kansas
$179K -$24.6K -150 -11%
PFG
3235
Putney Financial Group
California
$179K +$193K +1,175 New
SAM
3236
Synergy Asset Management
Washington
$178K +$172K +1,049 New
BGAI
3237
Bruce G. Allen Investments
Colorado
$175K -$96K -586 -34%
ACA
3238
Atlas Capital Advisors
Wyoming
$175K +$16.4K +100 +10%
SCM
3239
Silvant Capital Management
Georgia
$174K – – –
KI
3240
Kapitalo Investimentos
Brazil
$171K +$184K +1,123 New
GK
3241
Graney & King
New York
$168K +$182K +1,108 New
RWM
3242
Ruedi Wealth Management
Illinois
$167K – – –
RAM
3243
Riggs Asset Management
Pennsylvania
$165K -$36.7K -224 -17%
HIMS
3244
Hager Investment Management Services
New Hampshire
$165K +$178K +1,087 New
TWD
3245
True Wealth Design
Ohio
$165K -$45.5K -278 -20%
PAG
3246
Paladin Advisory Group
Iowa
$164K -$21.1K -129 -11%
WA
3247
WPG Advisers
Maryland
$164K +$177K +1,078 New
CCA
3248
Catalyst Capital Advisors
New York
$161K -$491K -2,995 -74%
WI
3249
Wintrust Investments
Illinois
$161K -$84.9K -518 -33%
PSFG
3250
Park Square Financial Group
Georgia
$160K +$172K +1,052 New
128 129
130
131 132