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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3251
Clarity Asset Management
Iowa
$42.5K -$863 -5 -2%
NMG
3252
New Millennium Group
Utah
$42.4K +$44.4K +257 New
CMA
3253
Cedar Mountain Advisors
Oregon
$41.1K – – –
WIA
3254
Wetzel Investment Advisors
Indiana
$40.8K -$15.7K -91 -28%
PCWA
3255
Pacific Capital Wealth Advisors
California
$40.2K -$3.11K -18 -7%
MBFW
3256
Morton Brown Family Wealth
Pennsylvania
$39.7K – – –
IGWM
3257
ICA Group Wealth Management
Colorado
$39.6K -$558K -3,234 -93%
MAM
3258
Meeder Asset Management
Ohio
$39.1K -$560K -3,246 -93%
RFG
3259
REAP Financial Group
Texas
$37.7K -$2.24K -13 -5%
CCA
3260
Criterion Capital Advisors
Tennessee
$37.6K – – –
PWMG
3261
Private Wealth Management Group
New Jersey
$34.3K -$8.28K -48 -19%
RDIA
3262
RE Dickinson Investment Advisors
Iowa
$34.1K +$345 +2 +1%
NMM
3263
Naples Money Management
Florida
$34.1K – – –
KC
3264
Kepos Capital
New York
$34K -$2.07K -12 -6%
DWS
3265
Dynamic Wealth Strategies
California
$34K +$345 +2 +1%
MFS
3266
Mattson Financial Services
Michigan
$34K +$35.6K +206 New
KSWA
3267
Kathleen S. Wright Associates
Pennsylvania
$33K – – –
JAM
3268
JCIC Asset Management
Ontario, Canada
$32.2K – – –
DFA
3269
DHJJ Financial Advisors
Illinois
$31.2K +$6.9K +40 +27%
AFS
3270
Annapolis Financial Services
Maryland
$30.8K – – –
VWA
3271
Valued Wealth Advisors
Utah
$30.1K +$4.14K +24 +15%
SSG
3272
Summit Securities Group
New York
$30K +$31.4K +182 New
PIS
3273
POM Investment Strategies
North Carolina
$29.9K +$18.3K +106 +141%
HWP
3274
Highline Wealth Partners
California
$27.6K +$16.1K +93 +126%
CPA
3275
Clear Point Advisors
New York
$25.4K – – –
129 130
131
132 133