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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3251
Westend Capital Management
California
$28.4K – – –
EWM
3252
Evolution Wealth Management
Florida
$26.8K +$27.3K +203 New
MAM
3253
Meeder Asset Management
Ohio
$26.5K +$4.85K +36 +22%
KSWA
3254
Kathleen S. Wright Associates
Pennsylvania
$26.4K – – –
CCMI
3255
Creative Capital Management Investments
California
$26.3K – – –
FWP
3256
Fiduciary Wealth Partners
Massachusetts
$24.9K -$215K -1,598 -89%
Q1WB
3257
Quest 10 Wealth Builders
Virginia
$22.2K -$33.1K -246 -59%
HWP
3258
Highline Wealth Partners
California
$21K -$8.35K -62 -28%
RTL
3259
Red Tortoise LLC
Georgia
$20.2K – – –
ETS
3260
ESL Trust Services
New York
$19.8K -$2.15K -16 -10%
NWM
3261
Nova Wealth Management
Florida
$19.8K -$1.89K -14 -9%
FW
3262
Fairway Wealth
Ohio
$19.7K -$7.68K -57 -28%
ACM
3263
Anfield Capital Management
California
$18.5K +$9.03K +67 +92%
CI
3264
Clal Insurance
Israel
$17K -$539 -4 -3%
FC
3265
Family CFO
California
$16.5K – – –
NIM
3266
Nexus Investment Management
Ontario, Canada
$16.5K – – –
CWM
3267
Consultiva Wealth Management
Puerto Rico
$15.8K – – –
PWS
3268
Peterson Wealth Services
Utah
$15.3K – – –
PCM
3269
Penserra Capital Management
California
$15K -$809K -6,008 -98%
1NWS
3270
1 North Wealth Services
Maryland
$14.9K – – –
BFS
3271
Bare Financial Services
Pennsylvania
$14.9K +$14K +104 +1,156%
CPA
3272
Compass Planning Associates
Massachusetts
$14.4K – – –
RWA
3273
Redmont Wealth Advisors
Illinois
$14.4K +$10.9K +81 +289%
EPW
3274
Evergreen Private Wealth
Colorado
$13.9K – – –
BCPWM
3275
Bradley & Co Private Wealth Management
Florida
$13.9K – – –
129 130
131
132 133