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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3276
VSM Wealth Advisory
Maryland
$115K +$124K +757 New
PP
3277
PrairieView Partners
Minnesota
$113K +$40.1K +245 +49%
FDW
3278
Fourth Dimension Wealth
Ohio
$111K +$103K +628 New
LFA
3279
Legend Financial Advisors
Pennsylvania
$108K -$101K -616 -46%
SIS
3280
Strategic Investment Solutions
Illinois
$107K +$1.97K +12 +2%
DPW
3281
DiNuzzo Private Wealth
Pennsylvania
$106K -$25.4K -155 -18%
BBPWM
3282
Blue Bell Private Wealth Management
Pennsylvania
$104K -$23.4K -143 -17%
OA
3283
Operose Advisors
Wisconsin
$103K -$56.9K -347 -34%
CJ
3284
Caitlin John
Michigan
$103K -$10.2K -62 -8%
FWM
3285
FSA Wealth Management
Massachusetts
$102K – – –
MAM
3286
Magellan Asset Management
Australia
$97.2K -$531K -3,242 -84%
HWM
3287
Hemington Wealth Management
Virginia
$96K -$29.3K -179 -22%
BSC
3288
Brown Shipley & Co
United Kingdom
$96K -$91.8K -560 -47%
PWMA
3289
Pension & Wealth Management Advisors
Massachusetts
$95.8K – – –
GG
3290
Gleason Group
Kentucky
$95.8K – – –
FFWM
3291
Future Financial Wealth Management
Ohio
$95.2K -$47.5K -290 -32%
RBC
3292
Roble Belko & Company
Pennsylvania
$94K – – –
CWM
3293
CarsonAllaria Wealth Management
Illinois
$92.6K – – –
W
3294
WealthCollab
Washington
$92K – – –
EFP
3295
EnRich Financial Partners
Wisconsin
$91.8K -$164 -1 -0.2%
NOI
3296
Newton One Investments
Delaware
$91.7K +$98.8K +603 New
BOTPPF
3297
Board of the Pension Protection Fund
United Kingdom
$91.2K +$98.3K +600 New
FGC
3298
Financial Gravity Companies
Texas
$91.2K +$98.3K +600 New
BFP
3299
Briaud Financial Planning
Texas
$91K – – –
AWM
3300
Abound Wealth Management
Tennessee
$90.4K +$164 +1 +0.2%
130 131
132
133 134