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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
2701
Snowwater Investment Partners
Connecticut
$325K -$54.4K -364 -13%
RWM
2702
Rialto Wealth Management
New York
$325K -$2.54K -17 -0.7%
CFM
2703
Compass Financial Management
Florida
$325K +$351K +2,350 New
SWIM
2704
Smallwood Wealth Investment Management
New Jersey
$324K – – –
APFP
2705
Action Point Financial Planning
Michigan
$324K +$359K +2,399 New
RS
2706
Rakuten Securities
Japan
$324K +$39.2K +262 +12%
PWP
2707
Ponta Wealth Partners
Florida
$324K -$1.2K -8 -0.3%
TP
2708
Thayer Partners
Pennsylvania
$324K +$7.03K +47 +2%
DWM
2709
Dogwood Wealth Management
Kansas
$323K -$79.7K -533 -18%
SFS
2710
Sharp Financial Services
Pennsylvania
$323K -$108K -725 -23%
SGWM
2711
Sterling Group Wealth Management
California
$323K +$59.8K +400 +20%
PP
2712
Pingora Partners
Wyoming
$323K – – –
HIG
2713
Heritage Investment Group
Florida
$322K -$13.8K -92 -4%
PR
2714
Payden & Rygel
California
$322K -$10.6M -71,020 -97%
MSA
2715
Marathon Strategic Advisors
Pennsylvania
$322K -$1.5K -10 -0.4%
BWM
2716
Blossom Wealth Management
California
$321K +$135K +900 +61%
PE
2717
PCM Encore
Colorado
$321K -$44.6K -298 -11%
LA
2718
Latitude Advisors
Florida
$320K +$897 +6 +0.3%
SWG
2719
Summit Wealth Group
Vermont
$320K +$449 +3 +0.1%
HHCP
2720
Hilton Head Capital Partners
South Carolina
$320K -$4.34K -29 -1%
MAFA
2721
MJT & Associates Financial Advisory
Minnesota
$320K +$1.5K +10 +0.4%
WIM
2722
Warwick Investment Management
Texas
$320K -$9.27K -62 -3%
BFG
2723
Bouchey Financial Group
New York
$320K -$38.7K -259 -10%
SF
2724
Sun Financial
Utah
$318K -$27.1K -181 -7%
RTC
2725
Real Talk Capital
Tennessee
$318K +$13.5K +90 +4%
107 108
109
110 111