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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2951
Lansing Street Advisors
Pennsylvania
$55K – – –
IUHSA
2952
Itau Unibanco Holding S.A.
Brazil
$54K -$28.6K -170 -34%
PP
2953
PrairieView Partners
Minnesota
$54K – – –
TLCM
2954
Twin Lakes Capital Management
California
$54K – – –
BSWA
2955
Bromfield Sneider Wealth Advisors
Massachusetts
$53K -$35.9K -213 -40%
RDIA
2956
RE Dickinson Investment Advisors
Iowa
$53K +$34K +202 +177%
RG
2957
Retirement Group
California
$51K -$2.36K -14 -4%
SA
2958
SRH Advisors
Kansas
$50K -$50.5K -300 -50%
OAJ
2959
Ogorek Anthony Joseph
New York
$49K +$168 +1 +0.3%
FEG
2960
Financial Enhancement Group
Indiana
$47K – – –
FA
2961
Financial Avengers
California
$47K +$337 +2 +0.7%
MBFW
2962
Morton Brown Family Wealth
Pennsylvania
$47K +$5.72K +34 +14%
SAM
2963
Strategic Asset Management
Minnesota
$46K +$168 +1 +0.4%
BWS
2964
BCR Wealth Strategies
Alabama
$44K – – –
BA
2965
Bellwether Advisors
Nebraska
$43K +$3.87K +23 +10%
WWP
2966
WR Wealth Planners
Missouri
$41K – – –
HFS
2967
HBC Financial Services
Washington
$41K +$40.4K +240 New
CPA
2968
Cowen Prime Advisors
New York
$38K – – –
APW
2969
Axim Planning & Wealth
Ohio
$38K +$38K +226 New
IFA
2970
Interactive Financial Advisors
Illinois
$37K – – –
MIFH
2971
Migdal Insurance & Financial Holdings
Israel
$37K +$2.36K +14 +7%
HIIFS
2972
Harel Insurance Investments & Financial Services
Israel
$34K -$26.4K -157 -43%
LPP
2973
Life Planning Partners
Florida
$34K – – –
MWC
2974
MBM Wealth Consultants
Missouri
$33K – – –
HWMA
2975
Heritage Wealth Management (Arizona)
Arizona
$33K – – –
117 118
119
120 121