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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1676
Private Capital Group
Connecticut
$1.01M -$791K -5,811 -44%
SIP
1677
Stoneridge Investment Partners
Pennsylvania
$1.01M -$140K -1,031 -12%
FC
1678
Ferris Capital
Massachusetts
$1.01M – – –
CWM
1679
Cornerstone Wealth Management
Missouri
$1.01M -$77.4K -569 -7%
IWA
1680
Intercontinental Wealth Advisors
Texas
$1.01M -$184K -1,349 -16%
FCMT
1681
Founders Capital Management (Texas)
Texas
$1.01M – – –
PPP
1682
Private Portfolio Partners
New Jersey
$1.01M +$3.4K +25 +0.3%
QCIG
1683
Quad-Cities Investment Group
Iowa
$1M – – –
KFA
1684
Kelleher Financial Advisors
New York
$1M +$476K +3,500 +91%
NFG
1685
Norris Financial Group
South Carolina
$1M +$999K +7,337 New
GWAG
1686
Garrett Wealth Advisory Group
Texas
$1M -$10.5K -77 -1%
AIC
1687
Archer Investment Corporation
Indiana
$1M +$136K +1,000 +16%
RBFC
1688
Roman Butler Fullerton & Co
Missouri
$1M -$68.7K -505 -6%
EWM
1689
EPG Wealth Management
Georgia
$1M +$996K +7,320 New
CPA
1690
Clear Perspective Advisors
Illinois
$998K -$43.5K -320 -4%
PP
1691
Parplus Partners
New York
$993K +$989K +7,267 New
IGGA
1692
Iron Gate Global Advisors
Utah
$991K -$272 -2 -0%
CST
1693
Charles Schwab Trust
Nevada
$990K +$188K +1,382 +24%
GPFA
1694
Game Plan Financial Advisors
Ohio
$981K +$976K +7,175 New
SG
1695
Somerset Group
Minnesota
$974K – – –
KC
1696
Knuff & Co
California
$969K +$142K +1,040 +17%
SKK
1697
Shepherd Kaplan Krochuk
Massachusetts
$968K – – –
SG
1698
StoneX Group
New York
$967K +$290K +2,131 +44%
WI
1699
Wintrust Investments
Illinois
$965K +$5.85K +43 +0.6%
VWM
1700
Vigilare Wealth Management
Arizona
$958K +$915K +6,725 New
66 67
68
69 70