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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3276
Clark Wealth Partners
Illinois
$14.8K +$13.6K +95 +1,188%
BCPWM
3277
Bradley & Co Private Wealth Management
Florida
$14.7K – – –
TLA
3278
Tanglewood Legacy Advisors
Texas
$14.7K – – –
TCA
3279
Trifecta Capital Advisors
Illinois
$14.2K – – –
PW
3280
Pandora Wealth
Illinois
$14.2K – – –
SR
3281
Syntax Research
Florida
$14K – – –
MHIP
3282
Mountain Hill Investment Partners
New Jersey
$14K +$14.3K +100 New
EPW
3283
Evergreen Private Wealth
Colorado
$13.7K -$1.14K -8 -8%
LWMI
3284
Legacy Wealth Management (Idaho)
Idaho
$12.1K – – –
CI
3285
Clal Insurance
Israel
$12K -$6.14K -43 -34%
PIS
3286
POM Investment Strategies
North Carolina
$11.9K +$1.43K +10 +13%
IWM
3287
IMG Wealth Management
Florida
$11.8K – – –
MCA
3288
Midwest Capital Advisors
Michigan
$11.6K +$143 +1 +1%
FGAM
3289
Financial Gravity Asset Management
Texas
$11.5K +$11.7K +82 New
SC
3290
Swan Capital
Florida
$11.4K +$9.28K +65 +406%
CPG
3291
Cornerstone Planning Group
New Jersey
$11.2K -$37.3K -261 -45%
PWA
3292
Principia Wealth Advisory
Texas
$10.8K +$1.43K +10 +15%
HFS
3293
Horizon Financial Services
North Carolina
$10.5K – – –
T
3294
Transce3nd
Texas
$10.3K -$683K -4,780 -99%
DFA
3295
DHJJ Financial Advisors
Illinois
$9.27K – – –
DCM
3296
Davis Capital Management
Florida
$9.27K +$9.43K +66 New
NCM
3297
Northwest Capital Management
Oregon
$8.99K – – –
BHWM
3298
Bay Harbor Wealth Management
Maryland
$8.29K +$2K +14 +31%
FG
3299
Fairman Group
Pennsylvania
$8.15K – – –
PWMG
3300
Private Wealth Management Group
New Jersey
$7.87K +$143 +1 +2%
130 131
132
133 134