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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3176
Evolution Advisers
Virginia
$69K – – –
GJIA
3177
Glass Jacobson Investment Advisors
Maryland
$68.7K -$243K -1,807 -78%
NSG
3178
Nalls Sherbakoff Group
Tennessee
$68.7K +$24.9K +185 +55%
RWS
3179
Retirement Wealth Solutions
Wisconsin
$67.4K +$404 +3 +0.6%
GPFA
3180
Game Plan Financial Advisors
Ohio
$67.3K – – –
CFP
3181
Comprehensive Financial Planning
Pennsylvania
$66.2K +$539 +4 +0.8%
CCM
3182
Copeland Capital Management
Pennsylvania
$66K – – –
KPP
3183
Kings Path Partners
Texas
$66K – – –
AW
3184
Avion Wealth
Texas
$66K -$11.7K -87 -15%
PP
3185
PrairieView Partners
Minnesota
$66K – – –
KFGG
3186
Keystone Financial Group (Georgia)
Georgia
$64.9K – – –
TLCM
3187
Twin Lakes Capital Management
California
$64.6K – – –
CWA
3188
Carolina Wealth Advisors
South Carolina
$64.3K – – –
KFP
3189
Keener Financial Planning
Texas
$64K – – –
FIM
3190
FWL Investment Management
Texas
$63.1K – – –
QWM
3191
Quaker Wealth Management
New Jersey
$62.9K +$64.3K +477 New
SVWA
3192
Sarver Vrooman Wealth Advisors
Missouri
$62.5K -$12.5K -93 -16%
TIM
3193
Total Investment Management
Arizona
$62.1K +$63.3K +470 New
CW
3194
Curio Wealth
Maryland
$61.1K +$62.2K +462 +46,200%
RPA
3195
Redwood Park Advisors
California
$60.1K -$3.37K -25 -5%
MWM
3196
MorganRosel Wealth Management
Colorado
$59.8K +$11.7K +87 +24%
PWA
3197
Provenance Wealth Advisors
Florida
$58.8K -$186K -1,383 -76%
OAJ
3198
Ogorek Anthony Joseph
New York
$57K -$48.1K -357 -45%
UIA
3199
Ulland Investment Advisors
Minnesota
$57K – – –
PP
3200
PFS Partners
New Jersey
$55.9K +$539 +4 +1%
126 127
128
129 130