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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
3351
RHL Group
Michigan
$10.7K – – –
CIM
3352
Contravisory Investment Management
Massachusetts
$10K – – –
HFS
3353
Horizon Financial Services
North Carolina
$9.48K +$9.42K +63 +900%
OCM
3354
Osbon Capital Management
Massachusetts
$9.48K +$10.5K +70 New
IPS
3355
Investors Portfolio Services
Washington
$9.45K +$598 +4 +6%
DFA
3356
DHJJ Financial Advisors
Illinois
$8.94K – – –
JFG
3357
JDM Financial Group
Texas
$8.12K – – –
NWS
3358
Nvest Wealth Strategies
Ohio
$8.12K – – –
CI
3359
Clal Insurance
Israel
$8K -$1.79K -12 -17%
FG
3360
Fairman Group
Pennsylvania
$7.85K – – –
DCM
3361
Davis Capital Management
Florida
$7.58K +$2.54K +17 +44%
HIA
3362
HFM Investment Advisors
New Jersey
$7.31K +$4.04K +27 +100%
MIM
3363
Marshall Investment Management
Colorado
$7.04K +$7.78K +52 New
FLP
3364
Financial Life Planners
Arizona
$6.77K – – –
T
3365
Transce3nd
Texas
$6.59K -$299 -2 -4%
GC
3366
Gould Capital
Washington
$5.55K +$6.13K +41 New
SA
3367
Strategic Advocates
Utah
$5.01K +$3.59K +24 +185%
KCM
3368
Key Capital Management
Tennessee
$4.74K -$15.6K -104 -75%
CNBT
3369
Cornerstone National Bank & Trust
Illinois
$4.66K – – –
GSEP
3370
Golden State Equity Partners
California
$4.33K -$1.8M -12,032 -100%
WPWM
3371
Western Pacific Wealth Management
Illinois
$4.06K – – –
HC
3372
Hurley Capital
New York
$4K -$43.1K -288 -91%
MBFW
3373
Morton Brown Family Wealth
Pennsylvania
$3.93K +$3.14K +21 +263%
TM
3374
Torren Management
California
$3.5K -$7.33K -49 -65%
CF
3375
Collier Financial
Colorado
$3.38K – – –
133 134
135
136 137