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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2401
Core Wealth Advisors (Florida)
Florida
$188K – – –
BCM
2402
Blume Capital Management
California
$185K – – –
SL
2403
Savior LLC
Massachusetts
$182K -$6.99K -53 -4%
PWMG
2404
Prestige Wealth Management Group
New Jersey
$176K -$4.48K -34 -2%
LWM
2405
Liberty Wealth Management
California
$172K +$13.1K +99 +8%
FWM
2406
FSA Wealth Management
Massachusetts
$169K -$35.7K -271 -17%
MF
2407
Manchester Financial
California
$167K +$13.2K +100 +9%
SC
2408
Sawyer & Company
Massachusetts
$164K -$203K -1,540 -55%
HH
2409
HWG Holdings
Texas
$163K +$162K +1,230 New
FP
2410
Financial Perspectives
Minnesota
$160K – – –
CFN
2411
Cordasco Financial Network
Florida
$154K +$127K +965 +483%
EWP
2412
Engrave Wealth Partners
Texas
$153K +$132 +1 +0.1%
RAM
2413
Riggs Asset Management
Pennsylvania
$152K – – –
AIC
2414
Ayalon Insurance Company
Israel
$144K +$55.8K +423 +64%
CCMW
2415
Cypress Capital Management (Wyoming)
Wyoming
$135K – – –
ICM
2416
Islay Capital Management
Texas
$132K +$33K +250 +33%
KWM
2417
Keebeck Wealth Management
Illinois
$131K +$131K +997 New
SWM
2418
Selective Wealth Management
Virginia
$129K – – –
SCM
2419
Silvant Capital Management
Georgia
$128K – – –
KBFS
2420
Kohmann Bosshard Financial Services
Ohio
$128K +$2.11K +16 +2%
SAS
2421
Stelac Advisory Services
New York
$126K -$33.6K -255 -21%
IRC
2422
Investors Research Corp
Georgia
$126K – – –
HRC
2423
Hoertkorn Richard Charles
$123K – – –
CDIA
2424
Capital Directions Investment Advisors
Georgia
$119K – – –
RBC
2425
Roble Belko & Company
Pennsylvania
$119K – – –
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97
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