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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
3251
Accordant Advisory Group
Maryland
$59K – – –
CSC
3252
Cove Street Capital
California
$57.8K +$58.4K +340 New
TCG
3253
Transcendent Capital Group
Oklahoma
$56.5K – – –
RI
3254
Ridgewood Investments
New Jersey
$55.9K -$1.37K -8 -2%
AW
3255
Avion Wealth
Texas
$54K +$2.92K +17 +6%
CIR
3256
Clear Investment Research
Georgia
$52.9K – – –
IAS
3257
IMA Advisory Services
Colorado
$51.9K +$52.4K +305 New
OCM
3258
Osterweis Capital Management
California
$51.4K -$158K -922 -75%
DF
3259
DecisionPoint Financial
Arizona
$51K – – –
SA
3260
SRH Advisors
Kansas
$51K – – –
WCM
3261
Westend Capital Management
California
$50K – – –
FA
3262
Financial Avengers
California
$49.4K +$344 +2 +0.7%
RFG
3263
REAP Financial Group
Texas
$49.2K +$10.5K +61 +27%
SRCM
3264
Signature Resources Capital Management
California
$49.1K – – –
MFG
3265
Mendota Financial Group
Wisconsin
$46.4K -$2.92K -17 -6%
DP
3266
Denver PWM
Colorado
$46.4K +$859 +5 +2%
CJH
3267
Christopher J. Hasenberg
Wisconsin
$46K – – –
PCFFS
3268
Pacific Center for Financial Services
California
$45.2K +$172 +1 +0.4%
FCG
3269
Financial Connections Group
California
$45K – – –
VF
3270
VitalStone Financial
Texas
$44.4K +$344 +2 +0.8%
OWP
3271
ORG Wealth Partners
Texas
$44.4K +$44.7K +260 New
CAM
3272
Clarity Asset Management
Iowa
$44.2K +$344 +2 +0.8%
TCA
3273
Trifecta Capital Advisors
Illinois
$43.9K -$9.62K -56 -18%
LWA
3274
Lowe Wealth Advisors
Maryland
$43.9K – – –
PPWM
3275
PFG Private Wealth Management
Florida
$43.9K – – –
129 130
131
132 133