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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
3276
Highline Wealth Partners
California
$27.6K +$16.1K +93 +126%
CPA
3277
Clear Point Advisors
New York
$25.4K – – –
GAG
3278
Goodman Advisory Group
Massachusetts
$25.2K +$5.7K +33 +28%
RTL
3279
Red Tortoise LLC
Georgia
$25.2K – – –
ZRP
3280
Zynergy Retirement Planning
New Jersey
$24.7K +$25.9K +150 New
TCPG
3281
Trivant Custom Portfolio Group
California
$24.4K – – –
RWMG
3282
Redwood Wealth Management Group
New Jersey
$24.2K +$25.4K +147 New
HFS
3283
Horizon Financial Services
North Carolina
$23.8K – – –
UOTTAIMCU
3284
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23.8K – – –
BIM
3285
Breakwater Investment Management
Washington
$22.1K – – –
PA
3286
PSI Advisors
Florida
$21.6K – – –
HB
3287
Horizon Bancorp
Indiana
$21K -$10.4K -60 -32%
HF
3288
Halpern Financial
Virginia
$20.9K – – –
NCM
3289
Northwest Capital Management
Oregon
$20.8K -$95.8K -555 -81%
FC
3290
Family CFO
California
$20.6K – – –
AS
3291
Altshuler Shaham
Israel
$19.8K -$4.83K -28 -19%
AFWM
3292
Abich Financial Wealth Management
Virginia
$18.7K +$3.11K +18 +19%
FGAM
3293
Financial Gravity Asset Management
Texas
$18.3K -$5.18K -30 -21%
PCM
3294
Penserra Capital Management
California
$18K – – –
RWA
3295
Redmont Wealth Advisors
Illinois
$18K – – –
HH
3296
HWG Holdings
Texas
$18K +$18.8K +109 New
SAG
3297
Spotlight Asset Group
Illinois
$17.6K – – –
BCPWM
3298
Bradley & Co Private Wealth Management
Florida
$17.3K – – –
EPW
3299
Evergreen Private Wealth
Colorado
$17.3K – – –
TLA
3300
Tanglewood Legacy Advisors
Texas
$17.3K – – –
130 131
132
133 134