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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
3276
Cedar Mountain Advisors
Oregon
$42.3K – – –
MAM
3277
Meeder Asset Management
Ohio
$41.2K +$859 +5 +2%
VWA
3278
Valued Wealth Advisors
Utah
$40.5K +$9.62K +56 +31%
MBFW
3279
Morton Brown Family Wealth
Pennsylvania
$39.6K – – –
CCA
3280
Criterion Capital Advisors
Tennessee
$37.6K – – –
MSWM
3281
Mowery & Schoenfeld Wealth Management
Illinois
$36.4K -$40.4K -235 -52%
NMM
3282
Naples Money Management
Florida
$35.6K – – –
RDIA
3283
RE Dickinson Investment Advisors
Iowa
$35.3K – – –
PWMG
3284
Private Wealth Management Group
New Jersey
$34.4K -$1.03K -6 -3%
KSWA
3285
Kathleen S. Wright Associates
Pennsylvania
$34K – – –
APW
3286
Atlantic Private Wealth
North Carolina
$34K +$34.4K +200 New
MFS
3287
Mattson Financial Services
Michigan
$34K – – –
RS
3288
Rakuten Securities
Japan
$33.8K +$16.5K +96 +93%
JAM
3289
JCIC Asset Management
Ontario, Canada
$33.2K – – –
AEPWM
3290
Atlantic Edge Private Wealth Management
Florida
$32.6K +$17.9K +104 +118%
KC
3291
Kepos Capital
New York
$32K -$2.92K -17 -8%
AFS
3292
Annapolis Financial Services
Maryland
$31.8K – – –
LIS
3293
Legacy Investment Solutions
Idaho
$31.3K +$32.6K +190 New
LWMI
3294
Legacy Wealth Management (Idaho)
Idaho
$31.3K +$32.6K +190 New
DWS
3295
Dynamic Wealth Strategies
California
$29K -$5.84K -34 -17%
ETS
3296
ESL Trust Services
New York
$28.2K -$25.3K -147 -47%
HWP
3297
Highline Wealth Partners
California
$27.5K -$859 -5 -3%
GWSA
3298
Global Wealth Strategies & Associates
Colorado
$27K +$10.1K +59 +59%
CPA
3299
Clear Point Advisors
New York
$26.2K – – –
RTL
3300
Red Tortoise LLC
Georgia
$26K – – –
130 131
132
133 134