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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3226
Basso Capital Management
Connecticut
$118K – – –
CJ
3227
Caitlin John
Michigan
$118K -$673 -4 -0.6%
PWMA
3228
Pension & Wealth Management Advisors
Massachusetts
$110K – – –
RBC
3229
Roble Belko & Company
Pennsylvania
$109K – – –
GG
3230
Gleason Group
Kentucky
$108K +$842 +5 +0.8%
W
3231
WealthCollab
Washington
$108K – – –
BFP
3232
Briaud Financial Planning
Texas
$105K +$101K +599 New
CPG
3233
Cornerstone Planning Group
New Jersey
$104K -$11.4K -68 -10%
MAWCM
3234
Mine & Arao Wealth Creation & Management
California
$100K +$337 +2 +0.3%
BFS
3235
Burkett Financial Services
South Carolina
$98.9K +$673 +4 +0.7%
FPF
3236
First Pacific Financial
Washington
$96.3K +$26.6K +158 +40%
VAMG
3237
Voisard Asset Management Group
Michigan
$96.1K – – –
DCM
3238
Davis Capital Management
Florida
$95.5K – – –
EA
3239
Evolution Advisers
Virginia
$95K – – –
DWM
3240
Dogwood Wealth Management
Kansas
$93.7K -$20K -119 -18%
OBWP
3241
O'Brien Wealth Partners
Massachusetts
$92.1K -$92.3K -548 -51%
KFP
3242
Keener Financial Planning
Texas
$92K +$12.5K +74 +16%
GCM
3243
Gladius Capital Management
Illinois
$90.8K +$87.4K +519 New
VAG
3244
VisionPoint Advisory Group
Texas
$90.3K +$21.2K +126 +32%
FRA
3245
Front Row Advisors
California
$90.3K +$86.5K +514 New
NFSG
3246
Newbridge Financial Services Group
Florida
$89.4K -$50.2K -298 -37%
GPFA
3247
Game Plan Financial Advisors
Ohio
$89.3K – – –
TCM
3248
Tributary Capital Management
Nebraska
$89.1K +$85.7K +509 New
PP
3249
PrairieView Partners
Minnesota
$88K – – –
CWA
3250
Carolina Wealth Advisors
South Carolina
$87.5K – – –
128 129
130
131 132