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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
3201
Front Row Advisors
California
$84.8K – – –
GPFA
3202
Game Plan Financial Advisors
Ohio
$84.1K – – –
TCM
3203
Tributary Capital Management
Nebraska
$84.1K +$173 +1 +0.2%
CWA
3204
Carolina Wealth Advisors
South Carolina
$82.5K – – –
KPP
3205
Kings Path Partners
Texas
$82.5K +$86.3K +500 New
PP
3206
PrairieView Partners
Minnesota
$82K – – –
AP
3207
Aspect Partners
Virginia
$82K – – –
GJWM
3208
Gilliland Jeter Wealth Management
Arkansas
$81.8K – – –
KFP
3209
Keener Financial Planning
Texas
$81K -$5.52K -32 -6%
SP
3210
SWS Partners
Ohio
$80.7K +$84.4K +489 New
TLCM
3211
Twin Lakes Capital Management
California
$80.7K – – –
VAG
3212
VisionPoint Advisory Group
Texas
$78.2K -$7.25K -42 -8%
OAJ
3213
Ogorek Anthony Joseph
New York
$78K -$518 -3 -0.6%
C
3214
Covestor
United Kingdom
$78K +$518 +3 +0.6%
SHIM
3215
Stone House Investment Management
Pennsylvania
$76.5K +$4.32K +25 +6%
MFT
3216
Moisand Fitzgerald Tamayo
Florida
$75K – – –
MSWM
3217
Mowery & Schoenfeld Wealth Management
Illinois
$74.1K – – –
UIA
3218
Ulland Investment Advisors
Minnesota
$71K – – –
BAM
3219
Byrne Asset Management
New Jersey
$68.3K – – –
CIAS
3220
CBIZ Investment Advisory Services
Ohio
$67.8K – – –
TWD
3221
True Wealth Design
Ohio
$67.3K +$2.24K +13 +3%
GIM
3222
Gold Investment Management
Alberta, Canada
$66.6K +$345 +2 +0.5%
SVCP
3223
Silicon Valley Capital Partners
California
$59.8K +$1.04K +6 +2%
FIM
3224
FWL Investment Management
Texas
$59.4K +$62.1K +360 New
KA
3225
Kozak & Associates
Colorado
$58.1K -$19.2K -111 -24%
127 128
129
130 131