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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
2876
Vance Wealth
California
$307K -$4.12K -24 -1%
RFN
2877
RDA Financial Network
Iowa
$307K +$9.96K +58 +3%
SHF
2878
Safe Harbor Fiduciary
Florida
$306K +$310K +1,802 New
MPM
2879
MBB Public Markets
Illinois
$306K -$16.5M -95,888 -98%
OWM
2880
Orgel Wealth Management
Wisconsin
$306K – – –
RIM
2881
Rockbridge Investment Management
New York
$306K – – –
IFO
2882
Independent Family Office
New York
$306K +$84.5K +492 +38%
CA
2883
Centerpoint Advisors
Massachusetts
$305K – – –
BC
2884
Brio Consultants
California
$304K +$24.4K +142 +9%
VFP
2885
Verus Financial Partners
Virginia
$304K +$1.2K +7 +0.4%
IF
2886
Ironwood Financial
Arizona
$304K -$14.4K -84 -4%
AWA
2887
Acorn Wealth Advisors
Michigan
$304K +$57.6K +335 +23%
BCM
2888
Blume Capital Management
California
$303K – – –
AIA
2889
Arbor Investment Advisors
North Carolina
$303K – – –
LCM
2890
Lazari Capital Management
California
$303K +$9.62K +56 +3%
RLIM
2891
Red Lighthouse Investment Management
New York
$302K -$859 -5 -0.3%
GAA
2892
Global Assets Advisory
Florida
$302K -$2.4K -14 -0.8%
AF
2893
Apexium Financial
Texas
$301K +$17.4K +101 +6%
JEST
2894
JTC Employer Solutions Trustee
Jersey
$301K – – –
IWP
2895
Invenio Wealth Partners
Florida
$301K +$9.45K +55 +3%
BIP
2896
Blue Investment Partners
California
$300K – – –
SFP
2897
Sandbox Financial Partners
Maryland
$300K -$2.58K -15 -0.8%
TFA
2898
Tranquilli Financial Advisor
New Jersey
$299K -$14.1K -82 -4%
WAOI
2899
Wealth Advisors of Iowa
Iowa
$299K +$859 +5 +0.3%
FFG
2900
Fiduciary Financial Group
California
$299K -$2.4K -14 -0.8%
114 115
116
117 118