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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3451
Clark Wealth Partners
Illinois
$14.8K – – –
BIM
3452
Breakwater Investment Management
Washington
$14.6K -$1.03K -7 -6%
SC
3453
Swan Capital
Florida
$14.6K +$2.94K +20 +25%
PW
3454
Pandora Wealth
Illinois
$14.5K – – –
DWS
3455
Dynamic Wealth Strategies
California
$14.4K -$52.2K -355 -78%
MHIP
3456
Mountain Hill Investment Partners
New Jersey
$14.4K – – –
SR
3457
Syntax Research
Florida
$14.4K – – –
AIS
3458
Advocate Investing Services
Maryland
$14.4K +$14.7K +100 New
GAMC
3459
Garner Asset Management Corp
Texas
$14.4K +$14.7K +100 New
EPG
3460
Estate Planners Group
Pennsylvania
$14K +$14.4K +98 New
PWA
3461
Provenance Wealth Advisors
Florida
$13.6K -$50K -340 -78%
ACM
3462
Anfield Capital Management
California
$12.6K -$2.79K -19 -18%
BHWM
3463
Bay Harbor Wealth Management
Maryland
$12.6K +$4.11K +28 +47%
PIS
3464
POM Investment Strategies
North Carolina
$12.2K – – –
PWA
3465
Principia Wealth Advisory
Texas
$12.2K +$1.18K +8 +10%
SFS
3466
Sunrise Financial Services
Washington
$11.9K +$12.2K +83 New
MCA
3467
Midwest Capital Advisors
Michigan
$11.9K – – –
CI
3468
Clal Insurance
Israel
$11K -$1.32K -9 -11%
DF
3469
DecisionPoint Financial
Arizona
$10.9K +$10.9K +74 +3,700%
JWM
3470
Jessup Wealth Management
Ohio
$10.6K +$10.9K +74 New
SWP
3471
SIMA Wealth Partners
Virginia
$10K -$10.3K -70 -50%
DFA
3472
DHJJ Financial Advisors
Illinois
$9.47K – – –
VWA
3473
Valued Wealth Advisors
Utah
$9.03K +$1.18K +8 +15%
IPS
3474
Investors Portfolio Services
Washington
$8.63K +$8.82K +60 New
T
3475
Transce3nd
Texas
$8.63K -$294 -2 -3%
137 138
139
140 141