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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3251
Magellan Asset Management
Australia
$95.8K – – –
FCG
3252
Financial Connections Group
California
$94K +$61.8K +415 +157%
IHWM
3253
Iron Horse Wealth Management
Iowa
$93.3K -$25.7K -173 -22%
CPG
3254
Cornerstone Planning Group
New Jersey
$92.3K +$21.3K +143 +28%
NOI
3255
Newton One Investments
Delaware
$92.1K +$1.64K +11 +2%
PWM
3256
Proathlete Wealth Management
Florida
$91.1K +$90.3K +607 New
W
3257
WealthCollab
Washington
$90.7K – – –
CWM
3258
CarsonAllaria Wealth Management
Illinois
$90.7K -$744 -5 -0.8%
FGAM
3259
Financial Gravity Asset Management
Texas
$90K +$89.3K +600 New
BFP
3260
Briaud Financial Planning
Texas
$89K – – –
AW
3261
Avion Wealth
Texas
$89K +$1.64K +11 +2%
SVCP
3262
Silicon Valley Capital Partners
California
$87.7K +$10.4K +70 +14%
FPF
3263
First Pacific Financial
Washington
$87.4K +$4.91K +33 +6%
MAS
3264
MPWM Advisory Solutions
Georgia
$86.5K +$21.6K +145 +34%
AWM
3265
Abound Wealth Management
Tennessee
$85.8K -$3.27K -22 -4%
SVWA
3266
Sarver Vrooman Wealth Advisors
Missouri
$84.9K +$84.2K +566 New
SHIM
3267
Stone House Investment Management
Pennsylvania
$83.2K +$82.6K +555 New
HIW
3268
Holos Integrated Wealth
Pennsylvania
$82.8K – – –
IAS
3269
IMA Advisory Services
Colorado
$82K +$81.4K +547 New
VFM
3270
Vision Financial Markets
Connecticut
$81.8K +$149 +1 +0.2%
C
3271
Covestor
United Kingdom
$81K +$8.04K +54 +11%
SCB
3272
Saudi Central Bank
Saudi Arabia
$81K +$80.4K +540 New
AWM
3273
Activest Wealth Management
Florida
$80.2K +$78.3K +526 +5,844%
RFG
3274
REAP Financial Group
Texas
$79.2K +$33.9K +228 +76%
VWM
3275
Vermillion Wealth Management
Minnesota
$78.2K +$893 +6 +1%
129 130
131
132 133