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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
3151
Harbor Asset Planning
Massachusetts
$80.6K – – –
HIMS
3152
Hager Investment Management Services
New Hampshire
$80.3K – – –
WOSD
3153
WFA of San Diego
California
$79.4K -$857 -6 -1%
SHIM
3154
Stone House Investment Management
Pennsylvania
$78.1K -$428 -3 -0.5%
IAS
3155
IMA Advisory Services
Colorado
$77.2K +$428 +3 +0.5%
AW
3156
Avion Wealth
Texas
$77K +$7.28K +51 +10%
VFM
3157
Vision Financial Markets
Connecticut
$76.8K +$143 +1 +0.2%
CCM
3158
Cloud Capital Management
Washington
$76K +$78K +546 New
AAG
3159
Accordant Advisory Group
Maryland
$76K -$1.44M -10,104 -95%
EA
3160
Evolution Advisers
Virginia
$75K – – –
QWM
3161
Quaker Wealth Management
New Jersey
$74.5K +$7.71K +54 +11%
GJIA
3162
Glass Jacobson Investment Advisors
Maryland
$73K – – –
NSG
3163
Nalls Sherbakoff Group
Tennessee
$73K – – –
HIW
3164
Holos Integrated Wealth
Pennsylvania
$72.4K – – –
BCM
3165
Boreal Capital Management
Florida
$72.3K -$184K -1,287 -71%
PWMA
3166
Pension & Wealth Management Advisors
Massachusetts
$72.1K -$4.14K -29 -5%
GPFA
3167
Game Plan Financial Advisors
Ohio
$71.6K – – –
CFP
3168
Comprehensive Financial Planning
Pennsylvania
$70.9K +$571 +4 +0.8%
IWP
3169
IAG Wealth Partners
Wisconsin
$70.2K -$34.8K -244 -33%
CCM
3170
Copeland Capital Management
Pennsylvania
$70.2K – – –
KPP
3171
Kings Path Partners
Texas
$70.2K – – –
C
3172
Covestor
United Kingdom
$70K -$6.14K -43 -8%
MAM
3173
Magellan Asset Management
Australia
$69.4K -$41.3K -289 -37%
FWM
3174
FSA Wealth Management
Massachusetts
$69.2K -$7.71K -54 -10%
KFP
3175
Keener Financial Planning
Texas
$69K – – –
125 126
127
128 129