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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2676
Circle Wealth Management
New Jersey
$384K -$106K -612 -21%
BAM
2677
Blueshift Asset Management
New Jersey
$384K -$385K -2,232 -49%
RHP
2678
Royal Harbor Partners
Texas
$384K – – –
BFA
2679
Beacon Financial Advisory
Ohio
$383K +$39.5K +229 +11%
HC
2680
Hoese & Co
Minnesota
$382K – – –
IWP
2681
Insight Wealth Partners
Texas
$380K +$21.9K +127 +6%
APA
2682
Astoria Portfolio Advisors
New York
$380K -$12.6K -73 -3%
WLPWM
2683
Walled Lake Planning & Wealth Management
Illinois
$380K +$397K +2,303 New
LGG
2684
Luts & Greenleigh Group
Maryland
$379K +$397K +2,300 New
MA
2685
Mezzasalma Advisors
New Jersey
$379K -$57.8K -335 -13%
SSA
2686
Sierra Summit Advisors
Nevada
$379K – – –
SWP
2687
Significant Wealth Partners
Illinois
$379K -$279K -1,619 -41%
TVAMP
2688
Tennessee Valley Asset Management Partners
Tennessee
$378K +$23.6K +137 +6%
CWM
2689
Chemistry Wealth Management
New York
$378K +$22.6K +131 +6%
TCWA
2690
Turtle Creek Wealth Advisors
Texas
$377K +$61.8K +358 +19%
OAS
2691
Optivise Advisory Services
Tennessee
$376K +$394K +2,281 New
WIM
2692
Westside Investment Management
California
$376K – – –
RFM
2693
Royal Fund Management
Florida
$376K -$424K -2,459 -52%
BIA
2694
Barry Investment Advisors
Massachusetts
$376K +$1.9K +11 +0.5%
TLFA
2695
True Link Financial Advisors
California
$376K -$7.59K -44 -2%
KCFA
2696
Key Client Fiduciary Advisors
New Jersey
$375K -$64.7K -375 -14%
EWP
2697
Elevation Wealth Partners
California
$375K -$18.8K -109 -5%
EAM
2698
Evanson Asset Management
California
$373K +$27.4K +159 +8%
EWA
2699
Encompass Wealth Advisors
Oregon
$372K – – –
OPOWM
2700
One Plus One Wealth Management
Florida
$372K -$34.5K -200 -8%
106 107
108
109 110