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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
3226
Creative Financial Designs
Indiana
$91.7K – – –
AFS
3227
Annapolis Financial Services
Maryland
$87.5K -$22.7K -137 -21%
GPFA
3228
Game Plan Financial Advisors
Ohio
$86.6K +$84.6K +510 New
PP
3229
PrairieView Partners
Minnesota
$85K -$19.1K -115 -19%
CWA
3230
Carolina Wealth Advisors
South Carolina
$84.9K – – –
CCM
3231
Copeland Capital Management
Pennsylvania
$84.9K – – –
AP
3232
Aspect Partners
Virginia
$84.4K +$82.4K +497 New
TLCM
3233
Twin Lakes Capital Management
California
$83.1K – – –
MFG
3234
Mendota Financial Group
Wisconsin
$80.2K +$47.3K +285 +152%
C
3235
Covestor
United Kingdom
$80K -$6.14K -37 -7%
IPW
3236
Impact Partnership Wealth
Georgia
$79.8K -$83.9K -506 -52%
NBT
3237
Northwest Bank & Trust
Iowa
$78.5K +$76.6K +462 New
MFT
3238
Moisand Fitzgerald Tamayo
Florida
$77.2K – – –
MSWM
3239
Mowery & Schoenfeld Wealth Management
Illinois
$76.3K +$74.5K +449 New
KFP
3240
Keener Financial Planning
Texas
$76K +$74.6K +450 New
UIA
3241
Ulland Investment Advisors
Minnesota
$73K – – –
SHIM
3242
Stone House Investment Management
Pennsylvania
$71.6K – – –
FFO
3243
Fortitude Family Office
Arizona
$70K +$68.3K +412 New
BAM
3244
Byrne Asset Management
New Jersey
$69.6K -$24.9K -150 -27%
TCA
3245
Trifecta Capital Advisors
Illinois
$67.1K +$29.7K +179 +83%
FPF
3246
First Pacific Financial
Washington
$66.6K – – –
GIM
3247
Gold Investment Management
Alberta, Canada
$66.6K +$65K +392 New
VAG
3248
VisionPoint Advisory Group
Texas
$66.1K -$22.6K -136 -26%
NSG
3249
Nalls Sherbakoff Group
Tennessee
$62.7K – – –
EFMH
3250
E Fund Management (HK)
Hong Kong
$62K +$60.7K +366 New
128 129
130
131 132