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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
3301
Spotlight Asset Group
Illinois
$21.2K – – –
GAG
3302
Goodman Advisory Group
Massachusetts
$20.4K – – –
TCPG
3303
Trivant Custom Portfolio Group
California
$20K – – –
RG
3304
Retirement Group
California
$19K +$166 +1 +0.9%
CIM
3305
Contravisory Investment Management
Massachusetts
$18.5K -$6M -36,173 -100%
HH
3306
HWG Holdings
Texas
$18.5K -$166 -1 -0.9%
RAM
3307
Readystate Asset Management
Illinois
$17.8K -$399K -2,405 -96%
BCPWM
3308
Bradley & Co Private Wealth Management
Florida
$17.8K – – –
TLA
3309
Tanglewood Legacy Advisors
Texas
$17.8K – – –
EPW
3310
Evergreen Private Wealth
Colorado
$17.8K +$17.4K +105 New
LFA
3311
Livelsberger Financial Advisory
Ohio
$17.3K +$16.9K +102 New
LIWM
3312
Long Island Wealth Management
New York
$17K +$16.6K +100 New
GWSA
3313
Global Wealth Strategies & Associates
Colorado
$17K – – –
SR
3314
Syntax Research
Florida
$17K – – –
VWWMG
3315
Vermillion & White Wealth Management Group
Pennsylvania
$17K +$16.6K +100 New
LFA
3316
Legend Financial Advisors
Pennsylvania
$16K +$3.32K +20 +27%
VWA
3317
Valued Wealth Advisors
Utah
$15.1K +$14.8K +89 New
IRAG
3318
Investment Research & Advisory Group
Georgia
$14.9K – – –
FWA
3319
FSC Wealth Advisors
New York
$13.2K – – –
QL
3320
Quarry LP
New York
$13.2K +$12.9K +78 New
FRA
3321
Frank Rimerman Advisors
California
$12.9K +$12.6K +76 New
HWP
3322
Highline Wealth Partners
California
$12.6K +$7.46K +45 +155%
RVM
3323
Robinson Value Management
Texas
$11.9K – – –
AFWM
3324
Abich Financial Wealth Management
Virginia
$11.4K +$11.1K +67 New
AEPWM
3325
Atlantic Edge Private Wealth Management
Florida
$10.7K +$10.4K +63 New
131 132
133
134 135