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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2926
Raffa Wealth Management
District of Columbia
$87K +$4.38K +26 +5%
BHWM
2927
Beaird Harris Wealth Management
Texas
$85K -$10.3K -61 -11%
KA
2928
Kozak & Associates
Colorado
$85K +$337 +2 +0.4%
CWA
2929
Carolina Wealth Advisors
South Carolina
$83K – – –
CCM
2930
Copeland Capital Management
Pennsylvania
$83K – – –
JMF
2931
Johnson Midwest Financial
Iowa
$76K +$673 +4 +0.9%
TAIM
2932
TD Ameritrade Investment Management
Nebraska
$75K -$30.8K -183 -29%
GITFIT
2933
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$75K – – –
DTIM
2934
Danda Trouve Investment Management
Kansas
$72K -$13.6K -81 -16%
UAML
2935
US Asset Management LLC
Pennsylvania
$71K – – –
BIA
2936
Bell Investment Advisors
California
$71K +$71.4K +424 New
NR
2937
Newfound Research
Massachusetts
$69K -$12.3K -73 -15%
SSG
2938
Summit Securities Group
New York
$67K -$1.17M -6,957 -95%
MCM
2939
McMillion Capital Management
North Carolina
$67K +$67.3K +400 New
PCFFS
2940
Pacific Center for Financial Services
California
$65K +$168 +1 +0.3%
CM
2941
Cornerstone Management
Georgia
$65K – – –
RA
2942
Rise Advisors
New York
$64K +$1.85K +11 +3%
CMA
2943
Cedar Mountain Advisors
Oregon
$63K -$7.24K -43 -10%
DWMG
2944
DB Wealth Management Group
California
$63K – – –
ACM
2945
Antonetti Capital Management
Florida
$58K – – –
BAM
2946
Baldrige Asset Management
Pennsylvania
$57K – – –
EA
2947
Evolution Advisers
Virginia
$57K – – –
LFA
2948
Level Financial Advisors
New York
$56K – – –
BFG
2949
Baron Financial Group
New Jersey
$55.9K – – –
CFD
2950
Creative Financial Designs
Indiana
$55K -$15.3K -91 -22%
116 117
118
119 120