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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
3226
Western Pacific Wealth Management
Illinois
$187K -$53.1K -324 -21%
OW
3227
Olistico Wealth
Oklahoma
$187K +$164 +1 +0.1%
RA
3228
Rise Advisors
New York
$186K +$18.5K +113 +10%
SAM
3229
Sherman Asset Management
California
$185K +$199K +1,215 New
AA
3230
AlphaMark Advisors
Kentucky
$182K +$18.8K +115 +11%
KHC
3231
Koesten Hirschmann & Crabtree
Kansas
$179K -$24.6K -150 -11%
PFG
3232
Putney Financial Group
California
$179K +$193K +1,175 New
SAM
3233
Synergy Asset Management
Washington
$178K +$172K +1,049 New
BGAI
3234
Bruce G. Allen Investments
Colorado
$175K -$96K -586 -34%
ACA
3235
Atlas Capital Advisors
Wyoming
$175K +$16.4K +100 +10%
SCM
3236
Silvant Capital Management
Georgia
$174K – – –
KI
3237
Kapitalo Investimentos
Brazil
$171K +$184K +1,123 New
GK
3238
Graney & King
New York
$168K +$182K +1,108 New
RWM
3239
Ruedi Wealth Management
Illinois
$167K – – –
RAM
3240
Riggs Asset Management
Pennsylvania
$165K -$36.7K -224 -17%
HIMS
3241
Hager Investment Management Services
New Hampshire
$165K +$178K +1,087 New
TWD
3242
True Wealth Design
Ohio
$165K -$45.5K -278 -20%
PAG
3243
Paladin Advisory Group
Iowa
$164K -$21.1K -129 -11%
WA
3244
WPG Advisers
Maryland
$164K +$177K +1,078 New
CCA
3245
Catalyst Capital Advisors
New York
$161K -$491K -2,995 -74%
WI
3246
Wintrust Investments
Illinois
$161K -$84.9K -518 -33%
PSFG
3247
Park Square Financial Group
Georgia
$160K +$172K +1,052 New
FFO
3248
Fortitude Family Office
Arizona
$159K +$4.42K +27 +3%
IWP
3249
IAG Wealth Partners
Wisconsin
$158K – – –
MHR
3250
Matthew Hamilton Rosenberg
$156K -$30.5K -186 -15%
128 129
130
131 132