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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1701
Mount Yale Investment Advisors
Colorado
$974K +$113K +831 +13%
SG
1702
StoneX Group
New York
$973K +$78.9K +580 +9%
CSUI
1703
Cincinnati Specialty Underwriters Insurance
Ohio
$970K – – –
SKK
1704
Shepherd Kaplan Krochuk
Massachusetts
$970K – – –
AWA
1705
ARS Wealth Advisors
Florida
$966K +$27.6K +203 +3%
HI
1706
Hudock Inc
Pennsylvania
$957K +$6.94K +51 +0.7%
SCP
1707
Syntal Capital Partners
Texas
$955K +$938K +6,893 New
RI
1708
Ridgewood Investments
New Jersey
$952K +$30.3K +223 +3%
PIA
1709
Perennial Investment Advisors
California
$951K -$23.4K -172 -2%
PWA
1710
Physician Wealth Advisors
Utah
$950K -$322K -2,368 -25%
PB
1711
Pinnacle Bancorp
Nebraska
$948K -$107K -790 -10%
VWA
1712
VERITY Wealth Advisors
United States
$939K – – –
BAS
1713
Brown Advisory Securities
Maryland
$930K +$13.6K +100 +2%
NFG
1714
Nations Financial Group
Iowa
$929K -$12K -88 -1%
AC
1715
Alexandria Capital
Virginia
$929K -$11.4K -84 -1%
MPPLM
1716
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$929K +$106K +778 +7%
EAMA
1717
EFG Asset Management (Americas)
Florida
$928K -$489K -3,594 -35%
SAM
1718
Summit Asset Management
Tennessee
$928K +$44.9K +330 +5%
TI
1719
Tidal Investments
Wisconsin
$928K +$97.8K +719 +12%
HIIFS
1720
Harel Insurance Investments & Financial Services
Israel
$927K +$561K +4,128 +161%
LCS
1721
Levin Capital Strategies
New York
$925K +$624K +4,590 +220%
NL
1722
NVWM LLC
Pennsylvania
$924K +$23.7K +174 +3%
BCA
1723
Bray Capital Advisors
Florida
$922K -$6.53K -48 -0.7%
SWRP
1724
Summit Wealth & Retirement Planning
California
$922K – – –
BG
1725
Berry Group
Massachusetts
$918K – – –
67 68
69
70 71