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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3301
Bourgeon Capital Management
Connecticut
$21.7K – – –
FC
3302
Family CFO
California
$21.2K – – –
SAG
3303
Spotlight Asset Group
Illinois
$21.2K – – –
GAG
3304
Goodman Advisory Group
Massachusetts
$20.4K – – –
TCPG
3305
Trivant Custom Portfolio Group
California
$20K – – –
RG
3306
Retirement Group
California
$19K +$166 +1 +0.9%
CIM
3307
Contravisory Investment Management
Massachusetts
$18.5K -$6M -36,173 -100%
HH
3308
HWG Holdings
Texas
$18.5K -$166 -1 -0.9%
RAM
3309
Readystate Asset Management
Illinois
$17.8K -$399K -2,405 -96%
BCPWM
3310
Bradley & Co Private Wealth Management
Florida
$17.8K – – –
TLA
3311
Tanglewood Legacy Advisors
Texas
$17.8K – – –
EPW
3312
Evergreen Private Wealth
Colorado
$17.8K +$17.4K +105 New
LFA
3313
Livelsberger Financial Advisory
Ohio
$17.3K +$16.9K +102 New
LIWM
3314
Long Island Wealth Management
New York
$17K +$16.6K +100 New
GWSA
3315
Global Wealth Strategies & Associates
Colorado
$17K – – –
SR
3316
Syntax Research
Florida
$17K – – –
VWWMG
3317
Vermillion & White Wealth Management Group
Pennsylvania
$17K +$16.6K +100 New
LFA
3318
Legend Financial Advisors
Pennsylvania
$16K +$3.32K +20 +27%
VWA
3319
Valued Wealth Advisors
Utah
$15.1K +$14.8K +89 New
IRAG
3320
Investment Research & Advisory Group
Georgia
$14.9K – – –
FWA
3321
FSC Wealth Advisors
New York
$13.2K – – –
QL
3322
Quarry LP
New York
$13.2K +$12.9K +78 New
FRA
3323
Frank Rimerman Advisors
California
$12.9K +$12.6K +76 New
HWP
3324
Highline Wealth Partners
California
$12.6K +$7.46K +45 +155%
RVM
3325
Robinson Value Management
Texas
$11.9K – – –
131 132
133
134 135