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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3201
Burkett Financial Services
South Carolina
$53.5K +$571 +4 +1%
MAS
3202
MPWM Advisory Solutions
Georgia
$52.9K -$28.6K -200 -35%
BGA
3203
Battery Global Advisors
Massachusetts
$52.3K +$428 +3 +0.8%
UFPG
3204
United Financial Planning Group
New York
$49.6K +$50.4K +353 New
BCM
3205
Basso Capital Management
Connecticut
$49.4K – – –
IRAG
3206
Investment Research & Advisory Group
Georgia
$49.1K +$286 +2 +0.6%
RWM
3207
RMG Wealth Management
Wisconsin
$48.6K – – –
SAM
3208
Strive Asset Management
Ohio
$48.5K +$49.3K +345 New
CIA
3209
Cape Investment Advisory
Georgia
$48.3K -$249K -1,743 -84%
SC
3210
Stance Capital
Massachusetts
$46.2K +$47K +329 New
DF
3211
Dunhill Financial
United Kingdom
$46K -$186K -1,301 -80%
VC
3212
Vestor Capital
Illinois
$46K -$47.6K -333 -51%
SRCM
3213
Signature Resources Capital Management
California
$44.2K -$1K -7 -2%
RWM
3214
Raffa Wealth Management
District of Columbia
$44.2K +$4.57K +32 +11%
GA
3215
Guerra Advisors
Florida
$44.1K +$44.8K +314 New
HNW
3216
High Note Wealth
Minnesota
$42.4K +$857 +6 +2%
FA
3217
Financial Avengers
California
$42.2K +$286 +2 +0.7%
APW
3218
Atlantic Private Wealth
North Carolina
$42.1K – – –
HC
3219
Hurley Capital
New York
$42K +$2.57K +18 +6%
AWM
3220
Abound Wealth Management
Tennessee
$42K -$14.9K -104 -26%
HHMI
3221
Howard Hughes Medical Institute
Maryland
$41.4K -$143 -1 -0.3%
ORAM
3222
One River Asset Management
Connecticut
$41.1K +$41.7K +292 New
FFO
3223
Fortitude Family Office
Arizona
$40.7K +$571 +4 +1%
VWWMG
3224
Vermillion & White Wealth Management Group
Pennsylvania
$39.9K +$7.14K +50 +21%
CMA
3225
Cedar Mountain Advisors
Oregon
$38.6K +$3.71K +26 +10%
127 128
129
130 131