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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3226
Pension & Wealth Management Advisors
Massachusetts
$110K – – –
RBC
3227
Roble Belko & Company
Pennsylvania
$109K – – –
GG
3228
Gleason Group
Kentucky
$108K +$842 +5 +0.8%
W
3229
WealthCollab
Washington
$108K – – –
BFP
3230
Briaud Financial Planning
Texas
$105K +$101K +599 New
CPG
3231
Cornerstone Planning Group
New Jersey
$104K -$11.4K -68 -10%
MAWCM
3232
Mine & Arao Wealth Creation & Management
California
$100K +$337 +2 +0.3%
BFS
3233
Burkett Financial Services
South Carolina
$98.9K +$673 +4 +0.7%
FPF
3234
First Pacific Financial
Washington
$96.3K +$26.6K +158 +40%
VAMG
3235
Voisard Asset Management Group
Michigan
$96.1K – – –
DCM
3236
Davis Capital Management
Florida
$95.5K – – –
EA
3237
Evolution Advisers
Virginia
$95K – – –
DWM
3238
Dogwood Wealth Management
Kansas
$93.7K -$20K -119 -18%
OBWP
3239
O'Brien Wealth Partners
Massachusetts
$92.1K -$92.3K -548 -51%
KFP
3240
Keener Financial Planning
Texas
$92K +$12.5K +74 +16%
GCM
3241
Gladius Capital Management
Illinois
$90.8K +$87.4K +519 New
VAG
3242
VisionPoint Advisory Group
Texas
$90.3K +$21.2K +126 +32%
FRA
3243
Front Row Advisors
California
$90.3K +$86.5K +514 New
NFSG
3244
Newbridge Financial Services Group
Florida
$89.4K -$50.2K -298 -37%
GPFA
3245
Game Plan Financial Advisors
Ohio
$89.3K – – –
TCM
3246
Tributary Capital Management
Nebraska
$89.1K +$85.7K +509 New
PP
3247
PrairieView Partners
Minnesota
$88K – – –
CWA
3248
Carolina Wealth Advisors
South Carolina
$87.5K – – –
CCM
3249
Copeland Capital Management
Pennsylvania
$87.5K – – –
AP
3250
Aspect Partners
Virginia
$87K – – –
128 129
130
131 132