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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
3226
Ogorek Anthony Joseph
New York
$68K +$8.07K +54 +12%
RFA
3227
Reyes Financial Architecture
California
$67.7K -$15K -100 -17%
KPP
3228
Kings Path Partners
Texas
$67.7K – – –
RAM
3229
Ramirez Asset Management
New York
$67.7K – – –
ZC
3230
Zeit Capital
Colorado
$67.7K – – –
AP
3231
Aspect Partners
Virginia
$67.6K – – –
TLCM
3232
Twin Lakes Capital Management
California
$66.4K +$299 +2 +0.4%
PMIM
3233
Prudent Man Investment Management
Colorado
$66K – – –
MAS
3234
MPWM Advisory Solutions
Georgia
$64.6K +$15K +100 +27%
S
3235
Sachetta
Massachusetts
$64.3K +$15.7K +105 +28%
API
3236
Asset Planning Inc
California
$63.9K -$32.3K -216 -31%
RPA
3237
Redwood Park Advisors
California
$63.6K +$299 +2 +0.4%
EWM
3238
Evolution Wealth Management
Florida
$63K +$4.93K +33 +8%
TCM
3239
Timbuktu Capital Management
Massachusetts
$62.3K +$68.8K +460 New
KFGG
3240
Keystone Financial Group (Georgia)
Georgia
$61.3K – – –
CJ
3241
Caitlin John
Michigan
$60.4K +$748 +5 +1%
DF
3242
Downshift Financial
Colorado
$59.8K +$66.1K +442 New
PWA
3243
Provenance Wealth Advisors
Florida
$59.6K +$748 +5 +1%
BH
3244
Burk Holdings
Oklahoma
$59.3K -$3.59K -24 -5%
LWM
3245
Lodestone Wealth Management
Washington
$58.2K -$26.2K -175 -29%
FFO
3246
Fortitude Family Office
Arizona
$58.1K -$12.1K -81 -16%
UIA
3247
Ulland Investment Advisors
Minnesota
$58K – – –
TC
3248
Toews Corporation
New Jersey
$57.4K +$63.4K +424 New
MNA
3249
Manning & Napier Advisors
New York
$55.6K +$748 +5 +1%
MCA
3250
Maryland Capital Advisors
Maryland
$55.1K +$60.9K +407 New
128 129
130
131 132