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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
3301
Flaharty Asset Management
Florida
$59.8K +$59.4K +399 New
KFGG
3302
Keystone Financial Group (Georgia)
Georgia
$59.2K – – –
GWSA
3303
Global Wealth Strategies & Associates
Colorado
$58.5K – – –
FRA
3304
Front Row Advisors
California
$58.3K -$18.6K -125 -24%
GWS
3305
Greykasell Wealth Strategies
California
$58.3K +$57.9K +389 New
MIFH
3306
Migdal Insurance & Financial Holdings
Israel
$58K +$57.3K +385 New
MMCM
3307
Murphy & Mullick Capital Management
New York
$57.6K -$893 -6 -2%
BFS
3308
Burkett Financial Services
South Carolina
$55.9K +$893 +6 +2%
BGA
3309
Battery Global Advisors
Massachusetts
$55.1K +$595 +4 +1%
MWM
3310
MorganRosel Wealth Management
Colorado
$54.9K +$54.5K +366 New
LFASL
3311
Lugano Financial Advisors SA (LFA)
Switzerland
$54.4K -$28.3K -190 -34%
JSAM
3312
J. Safra Asset Management
New York
$54K -$18.9K -127 -26%
FFO
3313
Fortitude Family Office
Arizona
$52.8K -$103K -695 -66%
BCM
3314
Basso Capital Management
Connecticut
$52.8K – – –
AAG
3315
Accordant Advisory Group
Maryland
$52K – – –
RWM
3316
Raffa Wealth Management
District of Columbia
$50.5K – – –
NSG
3317
Nalls Sherbakoff Group
Tennessee
$50.2K +$49.9K +335 New
HNW
3318
High Note Wealth
Minnesota
$49.2K -$2.83K -19 -5%
DF
3319
Dunhill Financial
United Kingdom
$48.9K -$744 -5 -2%
PPWM
3320
PFG Private Wealth Management
Florida
$47.3K +$8.48K +57 +22%
CIR
3321
Clear Investment Research
Georgia
$46.8K -$298 -2 -0.6%
DF
3322
DecisionPoint Financial
Arizona
$45K – – –
SA
3323
SRH Advisors
Kansas
$45K – – –
APW
3324
Atlantic Private Wealth
North Carolina
$45K +$3.72K +25 +9%
SRCM
3325
Signature Resources Capital Management
California
$44.4K – – –
131 132
133
134 135