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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3076
HBC Financial Services
Washington
$99K – – –
RWM
3077
Raffa Wealth Management
District of Columbia
$93.3K +$350 +2 +0.4%
CFD
3078
Creative Financial Designs
Indiana
$93.2K +$350 +2 +0.4%
OAJ
3079
Ogorek Anthony Joseph
New York
$92K +$36.7K +210 +71%
CWA
3080
Carolina Wealth Advisors
South Carolina
$91.2K – – –
CCM
3081
Copeland Capital Management
Pennsylvania
$91K – – –
TLCM
3082
Twin Lakes Capital Management
California
$89.1K – – –
BIA
3083
Bell Investment Advisors
California
$88.4K -$14.2K -81 -14%
CCP
3084
Carmel Capital Partners
California
$86.6K +$83K +475 New
MFT
3085
Moisand Fitzgerald Tamayo
Florida
$82.8K -$22.4K -128 -22%
JMF
3086
Johnson Midwest Financial
Iowa
$82.5K -$699 -4 -0.9%
AWM
3087
Abound Wealth Management
Tennessee
$80.2K -$13.1K -75 -15%
TWD
3088
True Wealth Design
Ohio
$79.7K -$3.85K -22 -5%
DFCM
3089
Dark Forest Capital Management
Puerto Rico
$78.8K +$14.2K +81 +23%
UIA
3090
Ulland Investment Advisors
Minnesota
$78K – – –
UAML
3091
US Asset Management LLC
Pennsylvania
$77K – – –
CUAMC
3092
China Universal Asset Management Company
China
$76.7K +$72.9K +417 +10,425%
SHIM
3093
Stone House Investment Management
Pennsylvania
$76K +$72.9K +417 New
TAIM
3094
TD Ameritrade Investment Management
Nebraska
$72K -$25K -143 -27%
CM
3095
Cornerstone Management
Georgia
$71.1K – – –
CMA
3096
Cedar Mountain Advisors
Oregon
$69.9K +$175 +1 +0.3%
DWMG
3097
DB Wealth Management Group
California
$69.1K – – –
SVCP
3098
Silicon Valley Capital Partners
California
$67K +$29.9K +171 +87%
NSG
3099
Nalls Sherbakoff Group
Tennessee
$66.7K +$64.5K +369 New
BAM
3100
Baldrige Asset Management
Pennsylvania
$65K +$2.62K +15 +4%
122 123
124
125 126