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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
3126
Itau Unibanco Holding S.A.
Brazil
$57.3K +$3.21K +18 +6%
RDIA
3127
RE Dickinson Investment Advisors
Iowa
$57K +$178 +1 +0.3%
OWA
3128
One Wealth Advisors
California
$55.6K +$54.9K +308 New
SA
3129
SRH Advisors
Kansas
$54K – – –
OAJ
3130
Ogorek Anthony Joseph
New York
$53K +$178 +1 +0.3%
GMA
3131
Glassy Mountain Advisors
Maryland
$52K +$51.4K +288 New
FA
3132
Financial Avengers
California
$51.7K +$178 +1 +0.4%
ACP
3133
Arcus Capital Partners
Georgia
$50.4K +$49.8K +279 New
LWA
3134
Lowe Wealth Advisors
Maryland
$46.6K +$41K +230 +821%
VF
3135
VitalStone Financial
Texas
$46K +$45.5K +255 New
UCB
3136
United Community Bank
South Carolina
$45.9K – – –
MBFW
3137
Morton Brown Family Wealth
Pennsylvania
$45.3K – – –
CPA
3138
Cowen Prime Advisors
New York
$42K – – –
PFM
3139
Premier Fund Managers
United Kingdom
$42K +$40.8K +229 New
KC
3140
Kepos Capital
New York
$40K +$39.1K +219 New
WWP
3141
WR Wealth Planners
Missouri
$39.5K -$4.99K -28 -11%
TCA
3142
Trifecta Capital Advisors
Illinois
$39K +$38.5K +216 New
IFA
3143
Interactive Financial Advisors
Illinois
$38.8K -$1.78K -10 -4%
MFG
3144
Mendota Financial Group
Wisconsin
$38.3K +$37.8K +212 New
MWC
3145
MBM Wealth Consultants
Missouri
$36K – – –
SVCP
3146
Silicon Valley Capital Partners
California
$35.6K +$35.1K +197 New
JAM
3147
JCIC Asset Management
Ontario, Canada
$35K – – –
PWS
3148
Paragon Wealth Strategies
Florida
$34.6K +$5.17K +29 +18%
HWP
3149
Highline Wealth Partners
California
$32.3K +$26.8K +150 +517%
CWM
3150
CarsonAllaria Wealth Management
Illinois
$32K +$26.9K +151 +604%
124 125
126
127 128