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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2276
Canvas Wealth Advisors
Kansas
$637K +$213K +1,369 +50%
SFGP
2277
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$637K +$6.08K +39 +1%
LCG
2278
Lynx Capital Group
Ohio
$637K – – –
GXJ
2279
Global X Japan
Japan
$636K +$50.3K +323 +9%
SFG
2280
Sovereign Financial Group
Connecticut
$636K +$12.2K +78 +2%
PAW
2281
Plan A Wealth
Nebraska
$635K +$12.8K +82 +2%
CWS
2282
Cypress Wealth Services
California
$634K +$28.2K +181 +5%
SFG
2283
Sunburst Financial Group
Alabama
$634K -$4.99K -32 -0.8%
CTI
2284
Community Trust & Investment
Kentucky
$634K -$35.8K -230 -5%
PCS
2285
Personal CFO Solutions
New Jersey
$633K -$28.7K -184 -4%
EWA
2286
Etesian Wealth Advisors
Oregon
$632K -$27.1K -174 -4%
CPA
2287
Cardiff Park Advisors
California
$632K +$779 +5 +0.1%
CH
2288
Canton Hathaway
Rhode Island
$631K – – –
FMLI
2289
Fukoku Mutual Life Insurance
Japan
$630K -$346K -2,220 -35%
SEIA
2290
Signature Estate & Investment Advisors
California
$629K -$67.6K -434 -10%
EFG
2291
Embree Financial Group
Illinois
$629K +$136K +870 +27%
MSG
2292
Main Street Group
Virginia
$629K +$467 +3 +0.1%
PCM
2293
Pointe Capital Management
Michigan
$627K -$13.9K -89 -2%
FSAG
2294
Financial Solutions Advisory Group
Illinois
$627K +$629K +4,038 New
3F
2295
360 Financial
Minnesota
$625K -$98.5K -632 -14%
JCIA
2296
Jackson Creek Investment Advisors
Colorado
$625K -$4.99K -32 -0.8%
GAA
2297
Global Assets Advisory
Florida
$625K +$26.5K +170 +4%
CWA
2298
CM Wealth Advisors
Ohio
$625K – – –
ONST
2299
Old North State Trust
North Carolina
$623K -$5.3K -34 -0.8%
CAL
2300
Capital Advisors Ltd
Ohio
$623K +$6.7K +43 +1%
90 91
92
93 94