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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
3226
Fortitude Family Office
Arizona
$40.7K +$571 +4 +1%
VWWMG
3227
Vermillion & White Wealth Management Group
Pennsylvania
$39.9K +$7.14K +50 +21%
CMA
3228
Cedar Mountain Advisors
Oregon
$38.6K +$3.71K +26 +10%
CFS
3229
Compass Financial Services
Iowa
$38.6K +$143 +1 +0.4%
PCFFS
3230
Pacific Center for Financial Services
California
$38.3K +$286 +2 +0.7%
FFA
3231
Frazier Financial Advisors
Ohio
$37.9K +$714 +5 +2%
AFWM
3232
Abich Financial Wealth Management
Virginia
$37.5K +$38.1K +267 New
MNA
3233
Manning & Napier Advisors
New York
$37.4K +$38K +266 New
1M
3234
1248 Management
Missouri
$36.4K – – –
LWA
3235
Lowe Wealth Advisors
Maryland
$36.2K -$2.71K -19 -7%
BGWM
3236
Bridge Generations Wealth Management
Florida
$35.1K – – –
TFG
3237
Team Financial Group
California
$34.2K +$428 +3 +1%
HHGA
3238
Halbert Hargrove Global Advisors
California
$33.5K +$29.6K +207 +668%
CAM
3239
Clarity Asset Management
Iowa
$33.3K -$286 -2 -0.8%
SA
3240
Strategic Advocates
Utah
$32.9K +$33.4K +234 New
OCM
3241
Osterweis Capital Management
California
$32.3K – – –
SVCP
3242
Silicon Valley Capital Partners
California
$31.6K +$286 +2 +0.9%
IW
3243
Imprint Wealth
South Carolina
$31.2K +$31.7K +222 New
PMIM
3244
Prudent Man Investment Management
Colorado
$30.4K – – –
IAG
3245
Innovative Advisory Group
Massachusetts
$28.1K – – –
NWMP
3246
Noble Wealth Management PBC
Colorado
$28.1K +$28.6K +200 New
CCMI
3247
Creative Capital Management Investments
California
$27.9K – – –
MAM
3248
Meeder Asset Management
Ohio
$27.8K -$428 -3 -1%
JAM
3249
JCIC Asset Management
Ontario, Canada
$27.4K +$27.8K +195 New
Q1WB
3250
Quest 10 Wealth Builders
Virginia
$25K +$1.43K +10 +6%
128 129
130
131 132