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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3201
PFS Partners
New Jersey
$55.9K +$539 +4 +1%
CWM
3202
CarsonAllaria Wealth Management
Illinois
$54.6K -$25.7K -191 -32%
MMCM
3203
Murphy & Mullick Capital Management
New York
$53.3K +$1.21K +9 +2%
AWM
3204
Abound Wealth Management
Tennessee
$53.3K -$22.8K -169 -30%
MCA
3205
Maryland Capital Advisors
Maryland
$53.2K – – –
PCM
3206
Palouse Capital Management
Washington
$52.8K – – –
MFT
3207
Moisand Fitzgerald Tamayo
Florida
$52.7K – – –
CIAS
3208
CBIZ Investment Advisory Services
Ohio
$51.6K -$17K -126 -24%
GWSA
3209
Global Wealth Strategies & Associates
Colorado
$51.5K – – –
FRA
3210
Front Row Advisors
California
$51.4K – – –
GWS
3211
Greykasell Wealth Strategies
California
$51.4K – – –
BFS
3212
Burkett Financial Services
South Carolina
$49.8K +$539 +4 +1%
WA
3213
Whipplewood Advisors
Colorado
$49.1K -$6.06K -45 -11%
BGA
3214
Battery Global Advisors
Massachusetts
$48.9K +$404 +3 +0.8%
JSAM
3215
J. Safra Asset Management
New York
$47.5K – – –
BCM
3216
Basso Capital Management
Connecticut
$46.5K – – –
RWM
3217
RMG Wealth Management
Wisconsin
$45.3K +$42.3K +314 New
CAWM
3218
Capital A Wealth Management
Pennsylvania
$43.5K -$93.2K -692 -73%
SRCM
3219
Signature Resources Capital Management
California
$42.5K +$3.5K +26 +9%
IRAG
3220
Investment Research & Advisory Group
Georgia
$42.4K +$31.3K +232 +264%
CIR
3221
Clear Investment Research
Georgia
$41.3K +$135 +1 +0.3%
DF
3222
DecisionPoint Financial
Arizona
$40.8K +$269 +2 +0.7%
APW
3223
Atlantic Private Wealth
North Carolina
$39.6K – – –
FA
3224
Financial Avengers
California
$39.3K +$404 +3 +1%
HNW
3225
High Note Wealth
Minnesota
$39.1K -$4.31K -32 -10%
127 128
129
130 131