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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
3226
ORG Wealth Partners
Texas
$38.6K +$943 +7 +3%
AWM
3227
Activest Wealth Management
Florida
$37.8K -$33.4K -248 -46%
FFO
3228
Fortitude Family Office
Arizona
$37.8K -$8.89K -66 -19%
BI
3229
Binnacle Investments
Iowa
$37.6K +$9.56K +71 +33%
RWM
3230
Raffa Wealth Management
District of Columbia
$37.4K -$7.27K -54 -16%
HC
3231
Hurley Capital
New York
$37.1K +$404 +3 +1%
LWA
3232
Lowe Wealth Advisors
Maryland
$36.6K – – –
CFS
3233
Compass Financial Services
Iowa
$36.2K – – –
PCFFS
3234
Pacific Center for Financial Services
California
$35.8K +$269 +2 +0.7%
FFA
3235
Frazier Financial Advisors
Ohio
$35K +$16.4K +122 +85%
1M
3236
1248 Management
Missouri
$34.2K -$584K -4,339 -94%
MBFW
3237
Morton Brown Family Wealth
Pennsylvania
$33.8K – – –
AEPWM
3238
Atlantic Edge Private Wealth Management
Florida
$33.1K +$7.27K +54 +27%
BGWM
3239
Bridge Generations Wealth Management
Florida
$33K – – –
CMA
3240
Cedar Mountain Advisors
Oregon
$32.9K – – –
TFG
3241
Team Financial Group
California
$31.8K +$32.5K +241 New
CAM
3242
Clarity Asset Management
Iowa
$31.6K +$1.35K +10 +4%
VWWMG
3243
Vermillion & White Wealth Management Group
Pennsylvania
$30.9K +$16.3K +121 +107%
PMIM
3244
Prudent Man Investment Management
Colorado
$30.4K – – –
WCM
3245
WealthTrak Capital Management
Virginia
$30.4K +$6.2K +46 +25%
OCM
3246
Osterweis Capital Management
California
$30.4K -$2.02K -15 -6%
DWS
3247
Dynamic Wealth Strategies
California
$29.7K +$3.23K +24 +12%
SVCP
3248
Silicon Valley Capital Partners
California
$29.4K -$49K -364 -62%
VWM
3249
Vermillion Wealth Management
Minnesota
$28.9K -$40.7K -302 -58%
LFA
3250
Legend Financial Advisors
Pennsylvania
$28.5K +$29.1K +216 New
128 129
130
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