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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
3301
Vermillion & White Wealth Management Group
Pennsylvania
$16.5K – – –
BFA
3302
BBJS Financial Advisors
Washington
$16.5K +$17.3K +100 New
FGA
3303
Fortis Group Advisors
New Jersey
$16K – – –
AEPWM
3304
Atlantic Edge Private Wealth Management
Florida
$14.5K – – –
IRAG
3305
Investment Research & Advisory Group
Georgia
$14.5K – – –
FW
3306
Fairway Wealth
Ohio
$14.2K +$14.8K +86 New
CB
3307
Chris Bulman
California
$13.2K +$13.8K +80 New
FWA
3308
FSC Wealth Advisors
New York
$12.9K – – –
FG
3309
Fairman Group
Pennsylvania
$12.5K – – –
SWP
3310
SIMA Wealth Partners
Virginia
$11.5K +$12.1K +70 New
MDCM
3311
Morgan Dempsey Capital Management
Wisconsin
$8.91K – – –
DMIC
3312
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.92K +$8.28K +48 New
ECM
3313
Everence Capital Management
Indiana
$7.76K – – –
RF
3314
Robbins Farley
New Hampshire
$5.44K – – –
LOIP
3315
Live Oak Investment Partners
Texas
$4.29K – – –
EFMH
3316
E Fund Management (HK)
Hong Kong
$4K +$3.8K +22 New
CWM
3317
Cedar Wealth Management
California
$3.96K -$6.73K -39 -62%
PS
3318
PayPay Securities
Japan
$3.13K -$518 -3 -14%
TJHA
3319
Thomas J. Herzfeld Advisors
Florida
$2.14K +$2.24K +13 New
FHC
3320
First Heartland Consultants
Missouri
$2.11K +$9.66K +56 +0.4%
KIG
3321
Kessler Investment Group
Indiana
$1.48K – – –
UFF
3322
USA Financial Formulas
Michigan
$1.48K – – –
SOW
3323
State of Wyoming
Wyoming
$1.48K +$345 +2 +29%
ACM
3324
Anfield Capital Management
California
$1.48K +$1.55K +9 New
CAM
3325
ClariVest Asset Management
California
$1.33K – – –
131 132
133
134 135