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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3276
Pandora Wealth
Illinois
$14.2K – – –
SR
3277
Syntax Research
Florida
$14K – – –
MHIP
3278
Mountain Hill Investment Partners
New Jersey
$14K +$14.3K +100 New
EPW
3279
Evergreen Private Wealth
Colorado
$13.7K -$1.14K -8 -8%
LWMI
3280
Legacy Wealth Management (Idaho)
Idaho
$12.1K – – –
CI
3281
Clal Insurance
Israel
$12K -$6.14K -43 -34%
PIS
3282
POM Investment Strategies
North Carolina
$11.9K +$1.43K +10 +13%
IWM
3283
IMG Wealth Management
Florida
$11.8K – – –
MCA
3284
Midwest Capital Advisors
Michigan
$11.6K +$143 +1 +1%
FGAM
3285
Financial Gravity Asset Management
Texas
$11.5K +$11.7K +82 New
SC
3286
Swan Capital
Florida
$11.4K +$9.28K +65 +406%
CPG
3287
Cornerstone Planning Group
New Jersey
$11.2K -$37.3K -261 -45%
PWA
3288
Principia Wealth Advisory
Texas
$10.8K +$1.43K +10 +15%
HFS
3289
Horizon Financial Services
North Carolina
$10.5K – – –
T
3290
Transce3nd
Texas
$10.3K -$683K -4,780 -99%
DFA
3291
DHJJ Financial Advisors
Illinois
$9.27K – – –
DCM
3292
Davis Capital Management
Florida
$9.27K +$9.43K +66 New
NCM
3293
Northwest Capital Management
Oregon
$8.99K – – –
BHWM
3294
Bay Harbor Wealth Management
Maryland
$8.29K +$2K +14 +31%
FG
3295
Fairman Group
Pennsylvania
$8.15K – – –
PWMG
3296
Private Wealth Management Group
New Jersey
$7.87K +$143 +1 +2%
MDCM
3297
Morgan Dempsey Capital Management
Wisconsin
$7.58K – – –
VWA
3298
Valued Wealth Advisors
Utah
$7.58K -$286 -2 -4%
FLP
3299
Financial Life Planners
Arizona
$7.02K +$7.14K +50 New
GAG
3300
Goodman Advisory Group
Massachusetts
$6.18K – – –
130 131
132
133 134