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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2676
Generation Capital Management
New York
$366K +$149 +1 +0%
TAM
2677
Townsend Asset Management
North Carolina
$365K -$5.66K -38 -2%
LWA
2678
Ledgewood Wealth Advisors
New Hampshire
$365K – – –
SPA
2679
Sherbrooke Park Advisers
New York
$365K -$377K -2,531 -51%
PP
2680
Pingora Partners
Wyoming
$365K – – –
CFD
2681
Creative Financial Designs
Indiana
$365K -$5.21K -35 -1%
FDDB
2682
Fidelity D&D Bancorp
Pennsylvania
$364K -$10.6K -71 -3%
CIA
2683
Compass Ion Advisors
Pennsylvania
$364K -$45.4K -305 -11%
LA
2684
LexAurum Advisors
Kansas
$362K -$43.9K -295 -11%
BOS
2685
Bank of Stockton
California
$361K -$3.57K -24 -1%
CA
2686
Crewe Advisors
Utah
$361K -$7.74K -52 -2%
OCM
2687
Orion Capital Management
California
$361K -$29.8K -200 -8%
SWIM
2688
Smallwood Wealth Investment Management
New Jersey
$359K -$149 -1 -0%
TLFA
2689
True Link Financial Advisors
California
$359K +$3.87K +26 +1%
RWA
2690
Rooted Wealth Advisors
Illinois
$359K -$2.23K -15 -0.6%
WCA
2691
Westover Capital Advisors
Delaware
$359K -$95.9K -644 -21%
NFA
2692
Northern Financial Advisors
Michigan
$358K -$173K -1,161 -33%
WLPWM
2693
Walled Lake Planning & Wealth Management
Illinois
$357K +$744 +5 +0.2%
ECAM
2694
East Coast Asset Management
Massachusetts
$357K – – –
WF
2695
Wayfinding Financial
Washington
$357K -$5.8K -39 -2%
RWM
2696
Rialto Wealth Management
New York
$356K -$61.2K -411 -15%
MF
2697
Montis Financial
Massachusetts
$355K – – –
QL
2698
Quarry LP
New York
$355K +$279K +1,874 +379%
CFA
2699
Cahill Financial Advisors
Minnesota
$354K +$8.34K +56 +2%
SWG
2700
Summit Wealth Group
Vermont
$354K -$2.38K -16 -0.7%
106 107
108
109 110