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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3226
Pension & Wealth Management Advisors
Massachusetts
$119K +$24.1K +162 +26%
OAJ
3227
Ogorek Anthony Joseph
New York
$118K +$47.9K +322 +69%
BHWM
3228
Beaird Harris Wealth Management
Texas
$117K -$28.9K -194 -20%
CCMW
3229
Cypress Capital Management (Wyoming)
Wyoming
$116K – – –
LC
3230
Lavaca Capital
Texas
$116K – – –
BSC
3231
Brown Shipley & Co
United Kingdom
$114K +$19.3K +130 +21%
FDW
3232
Fourth Dimension Wealth
Ohio
$109K +$15K +101 +16%
CCM
3233
Cloud Capital Management
Washington
$108K +$107K +721 New
SIS
3234
Strategic Investment Solutions
Illinois
$105K +$2.68K +18 +3%
RAM
3235
Riggs Asset Management
Pennsylvania
$105K -$58.2K -391 -36%
FNWA
3236
Financial Network Wealth Advisors
Utah
$103K +$60.6K +407 +144%
DPW
3237
DiNuzzo Private Wealth
Pennsylvania
$103K -$1.34K -9 -1%
RF
3238
Rossby Financial
Florida
$102K -$92.9K -624 -45%
OA
3239
Operose Advisors
Wisconsin
$102K – – –
FFWM
3240
Future Financial Wealth Management
Ohio
$101K +$7.44K +50 +8%
FWM
3241
FSA Wealth Management
Massachusetts
$101K – – –
KWM
3242
Kiker Wealth Management
Georgia
$99.2K +$98.5K +662 New
GIM
3243
Gold Investment Management
Alberta, Canada
$97.9K +$36.5K +245 +60%
OBWP
3244
O'Brien Wealth Partners
Massachusetts
$97.8K +$35K +235 +56%
GG
3245
Gleason Group
Kentucky
$96.2K +$1.79K +12 +2%
EFMH
3246
E Fund Management (HK)
Hong Kong
$96K +$79.3K +533 +485%
MAM
3247
Magellan Asset Management
Australia
$95.8K – – –
FCG
3248
Financial Connections Group
California
$94K +$61.8K +415 +157%
IHWM
3249
Iron Horse Wealth Management
Iowa
$93.3K -$25.7K -173 -22%
CPG
3250
Cornerstone Planning Group
New Jersey
$92.3K +$21.3K +143 +28%
128 129
130
131 132