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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3201
Rise Advisors
New York
$118K +$17.6K +106 +18%
LF
3202
Lee Financial
Texas
$118K -$3.98K -24 -3%
NCM
3203
Northwest Capital Management
Oregon
$116K +$5.47K +33 +5%
CJ
3204
Caitlin John
Michigan
$115K +$112K +677 New
BCM
3205
Basso Capital Management
Connecticut
$114K – – –
RS
3206
Rakuten Securities
Japan
$113K +$110K +664 New
DWM
3207
Dogwood Wealth Management
Kansas
$112K +$108K +654 New
CPG
3208
Cornerstone Planning Group
New Jersey
$112K -$663 -4 -0.6%
PS
3209
Planned Solutions
California
$110K +$108K +649 New
PWMA
3210
Pension & Wealth Management Advisors
Massachusetts
$106K – – –
RBC
3211
Roble Belko & Company
Pennsylvania
$105K – – –
W
3212
WealthCollab
Washington
$105K +$102K +617 New
AWM
3213
Abound Wealth Management
Tennessee
$105K +$17.4K +105 +21%
GG
3214
Gleason Group
Kentucky
$104K – – –
SA
3215
Scarborough Advisors
Maryland
$103K +$100K +604 New
BHWM
3216
Beaird Harris Wealth Management
Texas
$102K -$498 -3 -0.5%
KA
3217
Kozak & Associates
Colorado
$98.8K -$663 -4 -0.7%
MAWCM
3218
Mine & Arao Wealth Creation & Management
California
$97.2K -$5.97K -36 -6%
BFS
3219
Burkett Financial Services
South Carolina
$95.3K +$93K +561 New
NMG
3220
New Millennium Group
Utah
$94.4K – – –
OAJ
3221
Ogorek Anthony Joseph
New York
$94K +$8.13K +49 +10%
EA
3222
Evolution Advisers
Virginia
$94K +$33.2K +200 +58%
DCM
3223
Davis Capital Management
Florida
$93.8K +$91.5K +552 New
VAMG
3224
Voisard Asset Management Group
Michigan
$93.2K +$91.1K +549 New
A
3225
AJOVista
Massachusetts
$92.6K +$90.4K +545 New
127 128
129
130 131