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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3176
Magellan Asset Management
Australia
$69.4K -$41.3K -289 -37%
FWM
3177
FSA Wealth Management
Massachusetts
$69.2K -$7.71K -54 -10%
KFP
3178
Keener Financial Planning
Texas
$69K – – –
OAJ
3179
Ogorek Anthony Joseph
New York
$69K +$8.71K +61 +14%
TLCM
3180
Twin Lakes Capital Management
California
$68.7K – – –
RWS
3181
Retirement Wealth Solutions
Wisconsin
$68.4K -$3.28K -23 -5%
AP
3182
Aspect Partners
Virginia
$68K -$30.4K -213 -31%
FIM
3183
FWL Investment Management
Texas
$67.1K – – –
WWA
3184
Wealth Watch Advisors
Colorado
$66.7K +$67.8K +475 New
SVWA
3185
Sarver Vrooman Wealth Advisors
Missouri
$66.4K – – –
RPA
3186
Redwood Park Advisors
California
$65.1K +$1.28K +9 +2%
CW
3187
Curio Wealth
Maryland
$65K – – –
DWS
3188
Dynamic Wealth Strategies
California
$63.9K +$32.8K +230 +102%
KFGG
3189
Keystone Financial Group (Georgia)
Georgia
$63.6K – – –
GWSA
3190
Global Wealth Strategies & Associates
Colorado
$62.7K +$8.14K +57 +15%
CIAS
3191
CBIZ Investment Advisory Services
Ohio
$62.6K +$7.85K +55 +14%
PWA
3192
Provenance Wealth Advisors
Florida
$61.1K -$1.43K -10 -2%
GWS
3193
Greykasell Wealth Strategies
California
$61K +$6.43K +45 +12%
CJ
3194
Caitlin John
Michigan
$60.8K +$61.8K +433 New
PP
3195
PFS Partners
New Jersey
$60K +$571 +4 +0.9%
UIA
3196
Ulland Investment Advisors
Minnesota
$60K – – –
CIR
3197
Clear Investment Research
Georgia
$58.7K +$15K +105 +34%
NMG
3198
New Millennium Group
Utah
$57.2K +$46K +322 +379%
MCA
3199
Maryland Capital Advisors
Maryland
$56.6K – – –
MMCM
3200
Murphy & Mullick Capital Management
New York
$56.4K +$143 +1 +0.3%
126 127
128
129 130