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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
3401
POM Investment Strategies
North Carolina
$11.2K -$8.04K -54 -42%
HFS
3402
Horizon Financial Services
North Carolina
$11.2K -$1.04K -7 -9%
HHGA
3403
Halbert Hargrove Global Advisors
California
$11.2K +$8.48K +57 +317%
ACM
3404
Anfield Capital Management
California
$10.9K – – –
SWP
3405
SIMA Wealth Partners
Virginia
$10.8K +$298 +2 +3%
UOIF
3406
University of Illinois Foundation
Illinois
$10.8K +$10.7K +72 New
BT
3407
Banque Transatlantique
France
$10.5K – – –
FG
3408
Fairman Group
Pennsylvania
$8.9K -$1.34K -9 -13%
MDCM
3409
Morgan Dempsey Capital Management
Wisconsin
$8.1K – – –
ZRP
3410
Zynergy Retirement Planning
New Jersey
$7.6K – – –
PWA
3411
Principia Wealth Advisory
Texas
$7.28K +$5.21K +35 +233%
CWM
3412
Copia Wealth Management
Oregon
$7.2K – – –
GAG
3413
Goodman Advisory Group
Massachusetts
$6.6K +$6.55K +44 New
PS
3414
PayPay Securities
Japan
$6.51K +$1.49K +10 +30%
PA
3415
PSI Advisors
Florida
$6.3K -$13.2K -89 -68%
WPA
3416
Wealth Preservation Advisors
Tennessee
$6.3K +$6.25K +42 New
IMC
3417
Investment Management Corporation
Virginia
$6.2K – – –
RF
3418
Robbins Farley
New Hampshire
$4.95K – – –
RJA
3419
Ross\Johnson & Associates
Minnesota
$4.65K +$4.61K +31 New
RWA
3420
Redmont Wealth Advisors
Illinois
$4.2K +$4.17K +28 New
BHWM
3421
Bay Harbor Wealth Management
Maryland
$3.9K -$29K -195 -88%
CWM
3422
Cedar Wealth Management
California
$3.6K – – –
SC
3423
Steph & Co
Wisconsin
$3.15K -$147K -985 -98%
SOW
3424
State of Wyoming
Wyoming
$2.7K +$595 +4 +29%
NRWA
3425
North Ridge Wealth Advisors
Oregon
$2.25K – – –
135 136
137
138 139