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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3126
Tripletail Wealth Management
Florida
$111K -$86.5K -606 -43%
IFS
3127
Intelligent Financial Strategies
Minnesota
$110K -$259K -1,812 -70%
FFWM
3128
Future Financial Wealth Management
Ohio
$109K – – –
MSWA
3129
Marshall & Sterling Wealth Advisors
New York
$109K -$1.86K -13 -2%
CCMW
3130
Cypress Capital Management (Wyoming)
Wyoming
$109K – – –
LC
3131
Lavaca Capital
Texas
$108K – – –
DPW
3132
DiNuzzo Private Wealth
Pennsylvania
$103K +$2.57K +18 +3%
FDW
3133
Fourth Dimension Wealth
Ohio
$102K – – –
SIS
3134
Strategic Investment Solutions
Illinois
$98.4K – – –
LFASL
3135
Lugano Financial Advisors SA (LFA)
Switzerland
$97.9K +$3.57K +25 +4%
OWP
3136
ORG Wealth Partners
Texas
$97.2K +$58.1K +407 +143%
API
3137
Asset Planning Inc
California
$96.3K -$29.3K -205 -23%
OA
3138
Operose Advisors
Wisconsin
$95.5K – – –
CIAM
3139
Caitong International Asset Management
Hong Kong
$95.2K +$96.8K +678 New
KFP
3140
Kerr Financial Planning
California
$94.3K +$91.2K +639 New
CCA
3141
Catalyst Capital Advisors
New York
$94.1K -$24.8K -174 -21%
AWM
3142
Activest Wealth Management
Florida
$93.7K +$54.3K +380 +132%
GIM
3143
Gold Investment Management
Alberta, Canada
$93K +$714 +5 +0.8%
SAM
3144
Sherman Asset Management
California
$91.3K -$21.6K -151 -19%
DWM
3145
Dogwood Wealth Management
Kansas
$88.2K +$12.7K +89 +17%
NOI
3146
Newton One Investments
Delaware
$88.1K +$857 +6 +1%
W
3147
WealthCollab
Washington
$86.8K – – –
OBWP
3148
O'Brien Wealth Partners
Massachusetts
$86.1K +$87.5K +613 New
PWM
3149
Proathlete Wealth Management
Florida
$85.3K -$1.28K -9 -1%
CVM
3150
Cheviot Value Management
California
$85.2K – – –
124 125
126
127 128