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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3076
Raffa Wealth Management
District of Columbia
$93.3K +$350 +2 +0.4%
CFD
3077
Creative Financial Designs
Indiana
$93.2K +$350 +2 +0.4%
OAJ
3078
Ogorek Anthony Joseph
New York
$92K +$36.7K +210 +71%
CWA
3079
Carolina Wealth Advisors
South Carolina
$91.2K – – –
CCM
3080
Copeland Capital Management
Pennsylvania
$91K – – –
TLCM
3081
Twin Lakes Capital Management
California
$89.1K – – –
BIA
3082
Bell Investment Advisors
California
$88.4K -$14.2K -81 -14%
CCP
3083
Carmel Capital Partners
California
$86.6K +$83K +475 New
MFT
3084
Moisand Fitzgerald Tamayo
Florida
$82.8K -$22.4K -128 -22%
JMF
3085
Johnson Midwest Financial
Iowa
$82.5K -$699 -4 -0.9%
AWM
3086
Abound Wealth Management
Tennessee
$80.2K -$13.1K -75 -15%
TWD
3087
True Wealth Design
Ohio
$79.7K -$3.85K -22 -5%
DFCM
3088
Dark Forest Capital Management
Puerto Rico
$78.8K +$14.2K +81 +23%
UIA
3089
Ulland Investment Advisors
Minnesota
$78K – – –
UAML
3090
US Asset Management LLC
Pennsylvania
$77K – – –
CUAMC
3091
China Universal Asset Management Company
China
$76.7K +$72.9K +417 +10,425%
SHIM
3092
Stone House Investment Management
Pennsylvania
$76K +$72.9K +417 New
TAIM
3093
TD Ameritrade Investment Management
Nebraska
$72K -$25K -143 -27%
CM
3094
Cornerstone Management
Georgia
$71.1K – – –
CMA
3095
Cedar Mountain Advisors
Oregon
$69.9K +$175 +1 +0.3%
DWMG
3096
DB Wealth Management Group
California
$69.1K – – –
SVCP
3097
Silicon Valley Capital Partners
California
$67K +$29.9K +171 +87%
NSG
3098
Nalls Sherbakoff Group
Tennessee
$66.7K +$64.5K +369 New
BAM
3099
Baldrige Asset Management
Pennsylvania
$65K +$2.62K +15 +4%
BA
3100
Bellwether Advisors
Nebraska
$62.2K +$175 +1 +0.3%
122 123
124
125 126