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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
3301
High Note Wealth
Minnesota
$43.6K -$12.7K -85 -21%
RWM
3302
RMG Wealth Management
Wisconsin
$43.6K -$7.18K -48 -13%
KAM
3303
KEB Asset Management
Illinois
$41.7K +$46.1K +308 New
CMA
3304
Cedar Mountain Advisors
Oregon
$41.2K – – –
FFA
3305
Frazier Financial Advisors
Ohio
$40.8K +$8.52K +57 +23%
BHWM
3306
Bay Harbor Wealth Management
Maryland
$39.9K -$4.49K -30 -9%
AW
3307
Avion Wealth
Texas
$38K -$19.9K -133 -32%
PCFFS
3308
Pacific Center for Financial Services
California
$37.7K +$299 +2 +0.7%
C
3309
Covestor
United Kingdom
$37K -$25.7K -172 -39%
3FI
3310
3 Factor Indexing
California
$36.6K – – –
IRAG
3311
Investment Research & Advisory Group
Georgia
$36.5K -$11.8K -79 -24%
PS
3312
Planning Strategies
Pennsylvania
$36.2K +$39.9K +267 New
VERPA
3313
Virginia Estate & Retirement Planning Advisors
Virginia
$35.2K – – –
1M
3314
1248 Management
Missouri
$35.1K – – –
HWP
3315
Highline Wealth Partners
California
$35K -$1.79K -12 -4%
NSG
3316
Nalls Sherbakoff Group
Tennessee
$34.5K -$16.7K -112 -31%
NF
3317
Napier Financial
Massachusetts
$33.9K – – –
RWS
3318
Retirement Wealth Solutions
Wisconsin
$33.5K +$150 +1 +0.4%
KG
3319
Kilter Group
New York
$33.2K +$9.87K +66 +37%
JGCM
3320
Joseph Group Capital Management
Ohio
$32.2K -$2.99K -20 -8%
OCM
3321
Osterweis Capital Management
California
$31.1K – – –
FA
3322
Fedenia Advisers
Wisconsin
$31K +$34.2K +229 New
GCM
3323
Gunpowder Capital Management
Maryland
$30.7K +$9.42K +63 +38%
FA
3324
Financial Avengers
California
$30.6K -$449 -3 -1%
JAM
3325
JCIC Asset Management
Ontario, Canada
$30.3K – – –
131 132
133
134 135