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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3226
Bell Investment Advisors
California
$84.6K -$24.5K -164 -21%
GG
3227
Gleason Group
Kentucky
$83.3K +$1.05K +7 +1%
PWMA
3228
Pension & Wealth Management Advisors
Massachusetts
$82K +$25.9K +173 +40%
AWA
3229
Acumen Wealth Advisors
Tennessee
$80.2K – – –
GJIA
3230
Glass Jacobson Investment Advisors
Maryland
$80.2K +$10.8K +72 +14%
HPWM
3231
High Point Wealth Management
New Jersey
$79.7K – – –
HAP
3232
Harbor Asset Planning
Massachusetts
$77.7K – – –
OA
3233
Operose Advisors
Wisconsin
$76.5K -$22.9K -153 -21%
ASCM
3234
Adkins Seale Capital Management
Louisiana
$75.6K – – –
TBFA
3235
Three Bearings Fiduciary Advisors
New Hampshire
$75.3K – – –
VFM
3236
Vision Financial Markets
Connecticut
$74.8K – – –
KAS
3237
Kemnay Advisory Services
New York
$74.7K +$1.65K +11 +2%
AAG
3238
Accordant Advisory Group
Maryland
$73.3K – – –
FIM
3239
FWL Investment Management
Texas
$72K +$8.07K +54 +11%
EA
3240
Evolution Advisers
Virginia
$71K +$299 +2 +0.4%
MCA
3241
McGuire Capital Advisors
Oklahoma
$70.5K +$7.78K +52 +11%
CFP
3242
Comprehensive Financial Planning
Pennsylvania
$69.8K +$748 +5 +1%
BCM
3243
Boreal Capital Management
Florida
$69.7K – – –
AFC
3244
Ares Financial Consulting
California
$69.2K – – –
MGI
3245
Miller Global Investments
Texas
$69.1K – – –
SWA
3246
Strategic Wealth Advisors
Arizona
$69K – – –
HB
3247
Horizon Bancorp
Indiana
$68K – – –
OAJ
3248
Ogorek Anthony Joseph
New York
$68K +$8.07K +54 +12%
RFA
3249
Reyes Financial Architecture
California
$67.7K -$15K -100 -17%
KPP
3250
Kings Path Partners
Texas
$67.7K – – –
128 129
130
131 132