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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3251
Vermillion Wealth Management
Minnesota
$28.9K -$40.7K -302 -58%
LFA
3252
Legend Financial Advisors
Pennsylvania
$28.5K +$29.1K +216 New
WCM
3253
Westend Capital Management
California
$28.4K – – –
EWM
3254
Evolution Wealth Management
Florida
$26.8K +$27.3K +203 New
MAM
3255
Meeder Asset Management
Ohio
$26.5K +$4.85K +36 +22%
KSWA
3256
Kathleen S. Wright Associates
Pennsylvania
$26.4K – – –
IAG
3257
Innovative Advisory Group
Massachusetts
$26.4K +$26.9K +200 New
CCMI
3258
Creative Capital Management Investments
California
$26.3K – – –
FWP
3259
Fiduciary Wealth Partners
Massachusetts
$24.9K -$215K -1,598 -89%
Q1WB
3260
Quest 10 Wealth Builders
Virginia
$22.2K -$33.1K -246 -59%
HWP
3261
Highline Wealth Partners
California
$21K -$8.35K -62 -28%
RTL
3262
Red Tortoise LLC
Georgia
$20.2K – – –
ETS
3263
ESL Trust Services
New York
$19.8K -$2.15K -16 -10%
NWM
3264
Nova Wealth Management
Florida
$19.8K -$1.89K -14 -9%
FW
3265
Fairway Wealth
Ohio
$19.7K -$7.68K -57 -28%
ACM
3266
Anfield Capital Management
California
$18.5K +$9.03K +67 +92%
CI
3267
Clal Insurance
Israel
$17K -$539 -4 -3%
FC
3268
Family CFO
California
$16.5K – – –
NIM
3269
Nexus Investment Management
Ontario, Canada
$16.5K – – –
CWM
3270
Consultiva Wealth Management
Puerto Rico
$15.8K – – –
PWS
3271
Peterson Wealth Services
Utah
$15.3K – – –
PCM
3272
Penserra Capital Management
California
$15K -$809K -6,008 -98%
1NWS
3273
1 North Wealth Services
Maryland
$14.9K – – –
BFS
3274
Bare Financial Services
Pennsylvania
$14.9K +$14K +104 +1,156%
CPA
3275
Compass Planning Associates
Massachusetts
$14.4K – – –
129 130
131
132 133