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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3251
Copeland Capital Management
Pennsylvania
$87.5K – – –
AP
3252
Aspect Partners
Virginia
$87K – – –
GJWM
3253
Gilliland Jeter Wealth Management
Arkansas
$86.8K +$83.5K +496 New
KA
3254
Kozak & Associates
Colorado
$85.8K -$21.4K -127 -21%
TLCM
3255
Twin Lakes Capital Management
California
$85.6K – – –
OAJ
3256
Ogorek Anthony Joseph
New York
$84K -$12.6K -75 -14%
IPW
3257
Impact Partnership Wealth
Georgia
$82.3K – – –
C
3258
Covestor
United Kingdom
$82K -$505 -3 -0.6%
NBT
3259
Northwest Bank & Trust
Iowa
$81.3K – – –
LFASL
3260
Lugano Financial Advisors SA (LFA)
Switzerland
$80.5K +$51K +303 +193%
MFT
3261
Moisand Fitzgerald Tamayo
Florida
$79.5K – – –
MSWM
3262
Mowery & Schoenfeld Wealth Management
Illinois
$78.6K – – –
SHIM
3263
Stone House Investment Management
Pennsylvania
$76.8K +$2.86K +17 +4%
RS
3264
Rakuten Securities
Japan
$75.4K -$39.2K -233 -35%
UIA
3265
Ulland Investment Advisors
Minnesota
$75K – – –
AWM
3266
Abound Wealth Management
Tennessee
$74K -$32.7K -194 -31%
CIAS
3267
CBIZ Investment Advisory Services
Ohio
$72.3K +$69.2K +411 New
BAM
3268
Byrne Asset Management
New Jersey
$71.9K – – –
GIM
3269
Gold Investment Management
Alberta, Canada
$70.4K +$1.68K +10 +3%
PCM
3270
Palouse Capital Management
Washington
$70K +$67.3K +400 New
TWD
3271
True Wealth Design
Ohio
$69.1K +$28.1K +167 +73%
SVCP
3272
Silicon Valley Capital Partners
California
$62.5K +$337 +2 +0.6%
AW
3273
Avion Wealth
Texas
$62K +$19K +113 +47%
AAG
3274
Accordant Advisory Group
Maryland
$60.7K +$58.4K +347 New
DF
3275
Dunhill Financial
United Kingdom
$60.2K +$3.2K +19 +6%
129 130
131
132 133