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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
3276
Tanglewood Legacy Advisors
Texas
$13.9K – – –
BIM
3277
Breakwater Investment Management
Washington
$13.3K -$4.45K -33 -25%
TCA
3278
Trifecta Capital Advisors
Illinois
$13.3K – – –
PW
3279
Pandora Wealth
Illinois
$13.3K – – –
SA
3280
SRH Advisors
Kansas
$13.2K -$26.9K -200 -67%
SR
3281
Syntax Research
Florida
$13.2K – – –
MAWAG
3282
Mid-American Wealth Advisory Group
Missouri
$12.5K +$12.8K +95 New
LWMI
3283
Legacy Wealth Management (Idaho)
Idaho
$11.4K – – –
LIS
3284
Legacy Investment Solutions
Idaho
$11.4K +$11.6K +86 New
NMG
3285
New Millennium Group
Utah
$11.2K -$24.5K -182 -68%
IWM
3286
IMG Wealth Management
Florida
$11.1K -$53.7K -399 -83%
MCA
3287
Midwest Capital Advisors
Michigan
$10.8K – – –
HFS
3288
Horizon Financial Services
North Carolina
$9.9K – – –
PIS
3289
POM Investment Strategies
North Carolina
$9.9K – – –
KG
3290
Kilter Group
New York
$9.9K +$10.1K +75 New
SWP
3291
SIMA Wealth Partners
Virginia
$9.51K – – –
BT
3292
Banque Transatlantique
France
$9.49K – – –
LFA
3293
LGT Financial Advisors
Texas
$9.08K +$9.29K +69 New
SFCL
3294
Strengthening Families & Communities LLC
Massachusetts
$9K -$126K -932 -94%
PWA
3295
Principia Wealth Advisory
Texas
$8.85K +$2.29K +17 +34%
DFA
3296
DHJJ Financial Advisors
Illinois
$8.71K -$11.3K -84 -56%
LFA
3297
Livelsberger Financial Advisory
Ohio
$8.58K +$8.76K +65 New
NCM
3298
Northwest Capital Management
Oregon
$8.45K -$8.35K -62 -49%
CWM
3299
Cedar Wealth Management
California
$8.19K +$5.12K +38 +158%
JGCM
3300
Joseph Group Capital Management
Ohio
$8.05K +$8.22K +61 New
130 131
132
133 134