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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3151
Kiker Wealth Management
Georgia
$84K -$3.5K -26 -4%
WR
3152
WD Rutherford
Oregon
$83.1K +$84.7K +629 New
FCG
3153
Financial Connections Group
California
$83K -$6.74K -50 -7%
CVM
3154
Cheviot Value Management
California
$82.4K – – –
IHWM
3155
Iron Horse Wealth Management
Iowa
$82.3K +$135 +1 +0.2%
NOI
3156
Newton One Investments
Delaware
$82K +$943 +7 +1%
W
3157
WealthCollab
Washington
$81.6K +$1.75K +13 +2%
PWM
3158
Proathlete Wealth Management
Florida
$81.4K +$1.21K +9 +1%
CPG
3159
Cornerstone Planning Group
New Jersey
$80.6K -$9.56K -71 -11%
FGC
3160
Financial Gravity Companies
Texas
$79.2K +$80.8K +600 New
BFP
3161
Briaud Financial Planning
Texas
$79K – – –
MAS
3162
MPWM Advisory Solutions
Georgia
$76.2K – – –
HAP
3163
Harbor Asset Planning
Massachusetts
$75.8K +$77.3K +574 New
HIMS
3164
Hager Investment Management Services
New Hampshire
$75.5K -$53.2K -395 -41%
WOSD
3165
WFA of San Diego
California
$75.5K +$77.1K +572 New
SHIM
3166
Stone House Investment Management
Pennsylvania
$73.8K +$539 +4 +0.7%
DWM
3167
Dogwood Wealth Management
Kansas
$72.7K +$9.7K +72 +15%
IAS
3168
IMA Advisory Services
Colorado
$72.2K – – –
FWM
3169
FSA Wealth Management
Massachusetts
$72.2K -$16.8K -125 -19%
VFM
3170
Vision Financial Markets
Connecticut
$72.2K +$135 +1 +0.2%
C
3171
Covestor
United Kingdom
$72K +$539 +4 +0.7%
PWMA
3172
Pension & Wealth Management Advisors
Massachusetts
$71.6K -$33.7K -250 -32%
SIC
3173
SJS Investment Consulting
Ohio
$71.2K -$1.45M -10,798 -95%
QL
3174
Quarry LP
New York
$70.2K -$247K -1,837 -78%
HIW
3175
Holos Integrated Wealth
Pennsylvania
$70.1K -$9.43K -70 -13%
125 126
127
128 129