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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
3176
Lugano Financial Advisors SA (LFA)
Switzerland
$121K +$47.3K +274 +60%
DPW
3177
DiNuzzo Private Wealth
Pennsylvania
$120K +$3.28K +19 +3%
MWA
3178
MFA Wealth Advisors
Pennsylvania
$114K +$119K +689 New
BCM
3179
Basso Capital Management
Connecticut
$111K – – –
CJ
3180
Caitlin John
Michigan
$111K -$173 -1 -0.1%
GG
3181
Gleason Group
Kentucky
$106K +$4.66K +27 +4%
PWMA
3182
Pension & Wealth Management Advisors
Massachusetts
$104K +$345 +2 +0.3%
RBC
3183
Roble Belko & Company
Pennsylvania
$102K – – –
EFP
3184
EnRich Financial Partners
Wisconsin
$101K -$14.8K -86 -12%
SFC
3185
Strategic Financial Concepts
Texas
$101K -$120K -694 -53%
CPG
3186
Cornerstone Planning Group
New Jersey
$101K -$1.73K -10 -2%
CWM
3187
CarsonAllaria Wealth Management
Illinois
$100K -$24.2K -140 -19%
W
3188
WealthCollab
Washington
$99.8K -$2.07K -12 -2%
NOI
3189
Newton One Investments
Delaware
$98.7K -$25K -145 -20%
BFP
3190
Briaud Financial Planning
Texas
$98K – – –
AWM
3191
Abound Wealth Management
Tennessee
$97.8K +$29.3K +170 +40%
NFSG
3192
Newbridge Financial Services Group
Florida
$95.4K +$11.7K +68 +13%
DCM
3193
Davis Capital Management
Florida
$94.5K +$4.83K +28 +5%
FPF
3194
First Pacific Financial
Washington
$90.7K – – –
IHWM
3195
Iron Horse Wealth Management
Iowa
$89.8K +$71.1K +412 +310%
LIA
3196
Lynx Investment Advisory
District of Columbia
$89.4K +$93.5K +542 New
EA
3197
Evolution Advisers
Virginia
$89K – – –
DWM
3198
Dogwood Wealth Management
Kansas
$87.7K -$690 -4 -0.7%
OBWP
3199
O'Brien Wealth Partners
Massachusetts
$86.8K – – –
BFS
3200
Burkett Financial Services
South Carolina
$86.4K -$7.08K -41 -7%
126 127
128
129 130