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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
3201
Strategic Investment Solutions
Illinois
$114K -$30.8K -179 -21%
PS
3202
Planned Solutions
California
$110K +$112K +649 New
CC
3203
Centiva Capital
New York
$108K -$2.53M -14,743 -96%
PWMA
3204
Pension & Wealth Management Advisors
Massachusetts
$107K +$344 +2 +0.3%
GG
3205
Gleason Group
Kentucky
$107K -$2.58K -15 -2%
RBC
3206
Roble Belko & Company
Pennsylvania
$106K – – –
CWM
3207
CarsonAllaria Wealth Management
Illinois
$104K +$344 +2 +0.3%
W
3208
WealthCollab
Washington
$103K – – –
EFP
3209
EnRich Financial Partners
Wisconsin
$103K -$1.72K -10 -2%
BFP
3210
Briaud Financial Planning
Texas
$101K – – –
AWM
3211
Abound Wealth Management
Tennessee
$101K – – –
EBA
3212
Eagle Bay Advisors
New York
$98.7K -$338K -1,969 -77%
KA
3213
Kozak & Associates
Colorado
$94K +$31.3K +182 +51%
FPF
3214
First Pacific Financial
Washington
$93.5K – – –
CPG
3215
Cornerstone Planning Group
New Jersey
$93.5K -$3.78K -22 -4%
DCM
3216
Davis Capital Management
Florida
$91.8K -$6.87K -40 -7%
CWA
3217
Carolina Wealth Advisors
South Carolina
$91.1K +$6.18K +36 +7%
DWM
3218
Dogwood Wealth Management
Kansas
$91.1K +$859 +5 +0.9%
EA
3219
Evolution Advisers
Virginia
$89K -$2.75K -16 -3%
PFG
3220
Peterson Financial Group
Iowa
$88.4K +$89.3K +520 New
OBWP
3221
O'Brien Wealth Partners
Massachusetts
$87.9K -$1.55K -9 -2%
SVCP
3222
Silicon Valley Capital Partners
California
$87.9K +$26.5K +154 +42%
RWM
3223
Reston Wealth Management
Virginia
$87.5K +$88.3K +514 New
FRA
3224
Front Row Advisors
California
$87.4K – – –
GPFA
3225
Game Plan Financial Advisors
Ohio
$86.7K – – –
127 128
129
130 131