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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
3251
Newton One Investments
Delaware
$92.1K +$1.64K +11 +2%
PWM
3252
Proathlete Wealth Management
Florida
$91.1K +$90.3K +607 New
W
3253
WealthCollab
Washington
$90.7K – – –
CWM
3254
CarsonAllaria Wealth Management
Illinois
$90.7K -$744 -5 -0.8%
FGAM
3255
Financial Gravity Asset Management
Texas
$90K +$89.3K +600 New
BFP
3256
Briaud Financial Planning
Texas
$89K – – –
AW
3257
Avion Wealth
Texas
$89K +$1.64K +11 +2%
SVCP
3258
Silicon Valley Capital Partners
California
$87.7K +$10.4K +70 +14%
FPF
3259
First Pacific Financial
Washington
$87.4K +$4.91K +33 +6%
MAS
3260
MPWM Advisory Solutions
Georgia
$86.5K +$21.6K +145 +34%
AWM
3261
Abound Wealth Management
Tennessee
$85.8K -$3.27K -22 -4%
SVWA
3262
Sarver Vrooman Wealth Advisors
Missouri
$84.9K +$84.2K +566 New
SHIM
3263
Stone House Investment Management
Pennsylvania
$83.2K +$82.6K +555 New
HIW
3264
Holos Integrated Wealth
Pennsylvania
$82.8K – – –
IAS
3265
IMA Advisory Services
Colorado
$82K +$81.4K +547 New
VFM
3266
Vision Financial Markets
Connecticut
$81.8K +$149 +1 +0.2%
C
3267
Covestor
United Kingdom
$81K +$8.04K +54 +11%
SCB
3268
Saudi Central Bank
Saudi Arabia
$81K +$80.4K +540 New
AWM
3269
Activest Wealth Management
Florida
$80.2K +$78.3K +526 +5,844%
RFG
3270
REAP Financial Group
Texas
$79.2K +$33.9K +228 +76%
VWM
3271
Vermillion Wealth Management
Minnesota
$78.2K +$893 +6 +1%
EA
3272
Evolution Advisers
Virginia
$78K – – –
CIAS
3273
CBIZ Investment Advisory Services
Ohio
$77.5K +$14K +94 +22%
GPFA
3274
Game Plan Financial Advisors
Ohio
$76.5K – – –
RWS
3275
Retirement Wealth Solutions
Wisconsin
$76.1K +$298 +2 +0.4%
129 130
131
132 133