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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3176
MFA Wealth Advisors
Pennsylvania
$114K +$119K +689 New
BCM
3177
Basso Capital Management
Connecticut
$111K – – –
CJ
3178
Caitlin John
Michigan
$111K -$173 -1 -0.1%
GG
3179
Gleason Group
Kentucky
$106K +$4.66K +27 +4%
PWMA
3180
Pension & Wealth Management Advisors
Massachusetts
$104K +$345 +2 +0.3%
RBC
3181
Roble Belko & Company
Pennsylvania
$102K – – –
EFP
3182
EnRich Financial Partners
Wisconsin
$101K -$14.8K -86 -12%
SFC
3183
Strategic Financial Concepts
Texas
$101K +$19.9M +115,303 +8,835%
CPG
3184
Cornerstone Planning Group
New Jersey
$101K -$1.73K -10 -2%
CWM
3185
CarsonAllaria Wealth Management
Illinois
$100K -$24.2K -140 -19%
W
3186
WealthCollab
Washington
$99.8K -$2.07K -12 -2%
NOI
3187
Newton One Investments
Delaware
$98.7K -$25K -145 -20%
BFP
3188
Briaud Financial Planning
Texas
$98K – – –
AWM
3189
Abound Wealth Management
Tennessee
$97.8K +$29.3K +170 +40%
NFSG
3190
Newbridge Financial Services Group
Florida
$95.4K +$11.7K +68 +13%
DCM
3191
Davis Capital Management
Florida
$94.5K +$4.83K +28 +5%
FPF
3192
First Pacific Financial
Washington
$90.7K – – –
IHWM
3193
Iron Horse Wealth Management
Iowa
$89.8K +$71.1K +412 +310%
LIA
3194
Lynx Investment Advisory
District of Columbia
$89.4K +$93.5K +542 New
EA
3195
Evolution Advisers
Virginia
$89K – – –
DWM
3196
Dogwood Wealth Management
Kansas
$87.7K -$690 -4 -0.7%
OBWP
3197
O'Brien Wealth Partners
Massachusetts
$86.8K – – –
BFS
3198
Burkett Financial Services
South Carolina
$86.4K -$7.08K -41 -7%
FRA
3199
Front Row Advisors
California
$84.8K – – –
GPFA
3200
Game Plan Financial Advisors
Ohio
$84.1K – – –
126 127
128
129 130