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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3276
Valued Wealth Advisors
Utah
$40.5K +$9.62K +56 +31%
MBFW
3277
Morton Brown Family Wealth
Pennsylvania
$39.6K – – –
CCA
3278
Criterion Capital Advisors
Tennessee
$37.6K – – –
MSWM
3279
Mowery & Schoenfeld Wealth Management
Illinois
$36.4K -$40.4K -235 -52%
NMM
3280
Naples Money Management
Florida
$35.6K – – –
RDIA
3281
RE Dickinson Investment Advisors
Iowa
$35.3K – – –
PWMG
3282
Private Wealth Management Group
New Jersey
$34.4K -$1.03K -6 -3%
KSWA
3283
Kathleen S. Wright Associates
Pennsylvania
$34K – – –
APW
3284
Atlantic Private Wealth
North Carolina
$34K +$34.4K +200 New
MFS
3285
Mattson Financial Services
Michigan
$34K – – –
RS
3286
Rakuten Securities
Japan
$33.8K +$16.5K +96 +93%
JAM
3287
JCIC Asset Management
Ontario, Canada
$33.2K – – –
AEPWM
3288
Atlantic Edge Private Wealth Management
Florida
$32.6K +$17.9K +104 +118%
KC
3289
Kepos Capital
New York
$32K -$2.92K -17 -8%
AFS
3290
Annapolis Financial Services
Maryland
$31.8K – – –
LIS
3291
Legacy Investment Solutions
Idaho
$31.3K +$32.6K +190 New
LWMI
3292
Legacy Wealth Management (Idaho)
Idaho
$31.3K +$32.6K +190 New
DWS
3293
Dynamic Wealth Strategies
California
$29K -$5.84K -34 -17%
ETS
3294
ESL Trust Services
New York
$28.2K -$25.3K -147 -47%
HWP
3295
Highline Wealth Partners
California
$27.5K -$859 -5 -3%
GWSA
3296
Global Wealth Strategies & Associates
Colorado
$27K +$10.1K +59 +59%
CPA
3297
Clear Point Advisors
New York
$26.2K – – –
RTL
3298
Red Tortoise LLC
Georgia
$26K – – –
ORAM
3299
One River Asset Management
Connecticut
$25.8K +$26.1K +152 New
DFA
3300
DHJJ Financial Advisors
Illinois
$25.5K -$6.7K -39 -21%
130 131
132
133 134