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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3301
Avion Wealth
Texas
$88K +$42.6K +260 +81%
LFASL
3302
Lugano Financial Advisors SA (LFA)
Switzerland
$84.1K -$44.9K -274 -33%
HIW
3303
Holos Integrated Wealth
Pennsylvania
$84K +$90.4K +552 New
FPF
3304
First Pacific Financial
Washington
$83.6K – – –
VFM
3305
Vision Financial Markets
Connecticut
$82.8K +$89.3K +545 New
CWA
3306
Carolina Wealth Advisors
South Carolina
$81.5K – – –
EBA
3307
Eagle Bay Advisors
New York
$81K -$8.68K -53 -9%
EA
3308
Evolution Advisers
Virginia
$80K – – –
FRA
3309
Front Row Advisors
California
$78.9K – – –
SVCP
3310
Silicon Valley Capital Partners
California
$78.6K – – –
VWM
3311
Vermillion Wealth Management
Minnesota
$78.3K +$84.4K +515 New
CPG
3312
Cornerstone Planning Group
New Jersey
$78.3K -$8.52K -52 -9%
DCM
3313
Davis Capital Management
Florida
$77.4K -$5.08K -31 -6%
GPFA
3314
Game Plan Financial Advisors
Ohio
$77.3K – – –
TCM
3315
Tributary Capital Management
Nebraska
$76.3K +$1.15K +7 +1%
CCM
3316
Copeland Capital Management
Pennsylvania
$76K – – –
KPP
3317
Kings Path Partners
Texas
$76K – – –
DRP
3318
Decker Retirement Planning
Utah
$76K +$81.9K +500 New
FIA
3319
FNY Investment Advisers
New York
$76K +$81.9K +500 New
QL
3320
Quarry LP
New York
$75.3K -$87.7K -535 -52%
CFP
3321
Comprehensive Financial Planning
Pennsylvania
$74.7K +$80.4K +491 New
AP
3322
Aspect Partners
Virginia
$74.4K -$1.48K -9 -2%
TLCM
3323
Twin Lakes Capital Management
California
$74.4K – – –
KFP
3324
Keener Financial Planning
Texas
$74K – – –
C
3325
Covestor
United Kingdom
$74K +$2.79K +17 +4%
131 132
133
134 135