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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
3276
Marshall & Sterling Wealth Advisors
New York
$123K +$133K +811 New
IHWM
3277
Iron Horse Wealth Management
Iowa
$121K +$15.4K +94 +13%
CCMW
3278
Cypress Capital Management (Wyoming)
Wyoming
$119K – – –
LC
3279
Lavaca Capital
Texas
$117K +$126K +772 New
VWA
3280
VSM Wealth Advisory
Maryland
$115K +$124K +757 New
PP
3281
PrairieView Partners
Minnesota
$113K +$40.1K +245 +49%
FDW
3282
Fourth Dimension Wealth
Ohio
$111K +$103K +628 New
LFA
3283
Legend Financial Advisors
Pennsylvania
$108K -$101K -616 -46%
SIS
3284
Strategic Investment Solutions
Illinois
$107K +$1.97K +12 +2%
DPW
3285
DiNuzzo Private Wealth
Pennsylvania
$106K -$25.4K -155 -18%
BBPWM
3286
Blue Bell Private Wealth Management
Pennsylvania
$104K -$23.4K -143 -17%
OA
3287
Operose Advisors
Wisconsin
$103K -$56.9K -347 -34%
CJ
3288
Caitlin John
Michigan
$103K -$10.2K -62 -8%
FWM
3289
FSA Wealth Management
Massachusetts
$102K – – –
MAM
3290
Magellan Asset Management
Australia
$97.2K -$531K -3,242 -84%
HWM
3291
Hemington Wealth Management
Virginia
$96K -$29.3K -179 -22%
BSC
3292
Brown Shipley & Co
United Kingdom
$96K -$91.8K -560 -47%
PWMA
3293
Pension & Wealth Management Advisors
Massachusetts
$95.8K – – –
GG
3294
Gleason Group
Kentucky
$95.8K – – –
FFWM
3295
Future Financial Wealth Management
Ohio
$95.2K -$47.5K -290 -32%
RBC
3296
Roble Belko & Company
Pennsylvania
$94K – – –
CWM
3297
CarsonAllaria Wealth Management
Illinois
$92.6K – – –
W
3298
WealthCollab
Washington
$92K – – –
EFP
3299
EnRich Financial Partners
Wisconsin
$91.8K -$164 -1 -0.2%
NOI
3300
Newton One Investments
Delaware
$91.7K +$98.8K +603 New
130 131
132
133 134