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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2951
Pacific Center for Financial Services
California
$65K +$168 +1 +0.3%
DWMG
2952
DB Wealth Management Group
California
$63K – – –
RA
2953
Rise Advisors
New York
$63K +$336 +2 +0.5%
HIIFS
2954
Harel Insurance Investments & Financial Services
Israel
$61K -$63.1K -376 -51%
ACM
2955
Antonetti Capital Management
Florida
$59K -$75.6K -450 -56%
SP
2956
SWS Partners
Ohio
$59K +$59.4K +354 New
BAM
2957
Baldrige Asset Management
Pennsylvania
$58K – – –
LSA
2958
Lansing Street Advisors
Pennsylvania
$58K +$55.9K +333 New
LFA
2959
Level Financial Advisors
New York
$57K -$22.3K -133 -28%
EA
2960
Evolution Advisers
Virginia
$57K – – –
BFG
2961
Baron Financial Group
New Jersey
$56.1K – – –
PP
2962
PrairieView Partners
Minnesota
$55K -$31.2K -186 -36%
TLCM
2963
Twin Lakes Capital Management
California
$55K – – –
ARIS
2964
Advanced Research Investment Solutions
California
$54K -$68.3K -407 -56%
RG
2965
Retirement Group
California
$54K +$27K +161 +100%
OAJ
2966
Ogorek Anthony Joseph
New York
$49K – – –
FA
2967
Financial Avengers
California
$47K +$168 +1 +0.4%
FEG
2968
Financial Enhancement Group
Indiana
$47K +$6.72K +40 +17%
SAM
2969
Strategic Asset Management
Minnesota
$46K +$16.1K +96 +53%
BWS
2970
BCR Wealth Strategies
Alabama
$44K – – –
MBFW
2971
Morton Brown Family Wealth
Pennsylvania
$42K -$1.85K -11 -4%
WWP
2972
WR Wealth Planners
Missouri
$41.1K +$41.3K +246 New
BA
2973
Bellwether Advisors
Nebraska
$40K -$31.7K -189 -44%
CPA
2974
Cowen Prime Advisors
New York
$39K – – –
IFA
2975
Interactive Financial Advisors
Illinois
$38K -$19.8K -118 -34%
117 118
119
120 121