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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
2651
Altshuler Shaham
Israel
$79K -$3.1K -20 -4%
MAWCM
2652
Mine & Arao Wealth Creation & Management
California
$76K +$310 +2 +0.4%
CWA
2653
Carolina Wealth Advisors
South Carolina
$75K -$2.17K -14 -3%
CCM
2654
Copeland Capital Management
Pennsylvania
$75K – – –
TAM
2655
Tucker Asset Management
Colorado
$74.5K +$12.8K +83 +22%
RWM
2656
Raffa Wealth Management
District of Columbia
$74.5K +$3.25K +21 +4%
SFPG
2657
Stonebridge Financial Planning Group
Florida
$74K +$155 +1 +0.2%
SQA
2658
Simon Quick Advisors
New Jersey
$74K +$10.7K +69 +16%
KA
2659
Kozak & Associates
Colorado
$74K +$69.5K +449 New
ICM
2660
Islay Capital Management
Texas
$68K – – –
JMF
2661
Johnson Midwest Financial
Iowa
$67K +$464 +3 +0.7%
WLPWM
2662
Walled Lake Planning & Wealth Management
Illinois
$65K +$310 +2 +0.5%
CCM
2663
Carderock Capital Management
Maryland
$65K +$67.3K +435 New
UAML
2664
US Asset Management LLC
Pennsylvania
$64K +$65.8K +425 New
CMA
2665
Cedar Mountain Advisors
Oregon
$63K +$6.96K +45 +12%
HIIFS
2666
Harel Insurance Investments & Financial Services
Israel
$60K -$469K -3,027 -88%
DWMG
2667
DB Wealth Management Group
California
$57K – – –
BIA
2668
Bell Investment Advisors
California
$56K +$58K +375 New
WWMSC
2669
Wagner Wealth Management (South Carolina)
South Carolina
$55K +$619 +4 +1%
BAM
2670
Baldrige Asset Management
Pennsylvania
$52K -$3.87K -25 -7%
BFG
2671
Baron Financial Group
New Jersey
$50.4K – – –
RA
2672
Resolute Advisors
California
$49K – – –
TLCM
2673
Twin Lakes Capital Management
California
$49K – – –
TAIM
2674
TD Ameritrade Investment Management
Nebraska
$48K -$24K -155 -31%
PCFFS
2675
Pacific Center for Financial Services
California
$47K +$155 +1 +0.3%
105 106
107
108 109