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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
3401
Prudent Man Investment Management
Colorado
$30.4K +$32.8K +200 New
CCMI
3402
Creative Capital Management Investments
California
$30.3K +$32.6K +199 New
CF
3403
Collier Financial
Colorado
$27.9K +$30K +183 New
WCM
3404
WealthTrak Capital Management
Virginia
$27.5K +$29.7K +181 New
TCA
3405
Trifecta Capital Advisors
Illinois
$26.8K -$13.4K -82 -32%
BC
3406
Bayforest Capital
United Kingdom
$26.3K +$28.3K +173 New
SWM
3407
Shelton Wealth Management
Texas
$25.4K +$27.4K +167 New
ETS
3408
ESL Trust Services
New York
$25.2K – – –
AEPWM
3409
Atlantic Edge Private Wealth Management
Florida
$24.8K -$4.75K -29 -15%
HWP
3410
Highline Wealth Partners
California
$24K -$655 -4 -2%
RTL
3411
Red Tortoise LLC
Georgia
$23.3K – – –
DFA
3412
DHJJ Financial Advisors
Illinois
$22.8K – – –
TCPG
3413
Trivant Custom Portfolio Group
California
$22.5K – – –
SIM
3414
Synergy Investment Management
Florida
$22.1K +$23.9K +146 New
CJH
3415
Christopher J. Hasenberg
Wisconsin
$21.9K -$20.6K -126 -47%
UOTTAIMCU
3416
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21.9K – – –
FFA
3417
Frazier Financial Advisors
Ohio
$21.7K +$3.44K +21 +17%
VWA
3418
Valued Wealth Advisors
Utah
$21.3K -$16.2K -99 -42%
AS
3419
Altshuler Shaham
Israel
$20.5K -$983 -6 -4%
BIM
3420
Breakwater Investment Management
Washington
$20.4K – – –
PA
3421
PSI Advisors
Florida
$19.9K – – –
PIS
3422
POM Investment Strategies
North Carolina
$19.6K +$8.85K +54 +72%
NCM
3423
Northwest Capital Management
Oregon
$19.2K – – –
FC
3424
Family CFO
California
$19K – – –
SMAM
3425
Sugar Maple Asset Management
Wisconsin
$18.7K +$20.2K +123 New
135 136
137
138 139