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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3276
Evolution Advisers
Virginia
$78K – – –
CIAS
3277
CBIZ Investment Advisory Services
Ohio
$77.5K +$14K +94 +22%
GPFA
3278
Game Plan Financial Advisors
Ohio
$76.5K – – –
RWS
3279
Retirement Wealth Solutions
Wisconsin
$76.1K +$298 +2 +0.4%
CCM
3280
Copeland Capital Management
Pennsylvania
$75K – – –
KPP
3281
Kings Path Partners
Texas
$75K – – –
CVM
3282
Cheviot Value Management
California
$74.9K +$84.4K +567 New
CFP
3283
Comprehensive Financial Planning
Pennsylvania
$74.6K +$893 +6 +1%
PP
3284
PrairieView Partners
Minnesota
$74K -$36.5K -245 -33%
TLCM
3285
Twin Lakes Capital Management
California
$73.3K – – –
AP
3286
Aspect Partners
Virginia
$73.2K -$149 -1 -0.2%
CWA
3287
Carolina Wealth Advisors
South Carolina
$73K -$7.29K -49 -9%
KFP
3288
Keener Financial Planning
Texas
$73K – – –
IWM
3289
IMG Wealth Management
Florida
$72.4K – – –
RPA
3290
Redwood Park Advisors
California
$72K – – –
FIM
3291
FWL Investment Management
Texas
$71.7K -$1.21M -8,161 -94%
CW
3292
Curio Wealth
Maryland
$70.4K -$68.8K -462 -100%
DWM
3293
Dogwood Wealth Management
Kansas
$70K +$2.23K +15 +3%
BBPWM
3294
Blue Bell Private Wealth Management
Pennsylvania
$66.7K -$35.1K -236 -35%
WA
3295
Whipplewood Advisors
Colorado
$64K -$6.25K -42 -9%
UIA
3296
Ulland Investment Advisors
Minnesota
$64K – – –
HC
3297
Hara Capital
Washington
$63.9K +$3.57K +24 +6%
PP
3298
PFS Partners
New Jersey
$62.8K -$61K -410 -49%
Q1WB
3299
Quest 10 Wealth Builders
Virginia
$62.1K -$76.5K -514 -55%
DCM
3300
Davis Capital Management
Florida
$61.3K -$14.9K -100 -20%
130 131
132
133 134