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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3326
Dynamic Wealth Strategies
California
$29.8K +$8.67K +58 +36%
APW
3327
Atlantic Private Wealth
North Carolina
$29.1K – – –
NA
3328
Networth Advisors
Pennsylvania
$28K – – –
CCMI
3329
Creative Capital Management Investments
California
$27.5K +$598 +4 +2%
BFS
3330
Bare Financial Services
Pennsylvania
$27.2K +$9.12K +61 +44%
HIC
3331
Hamrick Investment Counsel
Washington
$27.1K – – –
MASM
3332
MH & Associates Securities Management
California
$27.1K – – –
NWMP
3333
Noble Wealth Management PBC
Colorado
$27.1K – – –
HIW
3334
Holos Integrated Wealth
Pennsylvania
$26.8K – – –
SWP
3335
SIMA Wealth Partners
Virginia
$26.4K -$18.7K -125 -39%
SVCP
3336
Silicon Valley Capital Partners
California
$26.2K -$29.6K -198 -51%
MFS
3337
Montgomery Financial Services
Maryland
$25K +$27.7K +185 New
WA
3338
Whipplewood Advisors
Colorado
$23.8K -$18.1K -121 -41%
BWM
3339
Benson Wealth Management
Tennessee
$23.4K – – –
AWM
3340
Activest Wealth Management
Florida
$22.2K -$122K -819 -83%
MAM
3341
Marquette Asset Management
Minnesota
$22.2K -$897 -6 -4%
WCM
3342
Westend Capital Management
California
$21.4K -$62.2K -416 -72%
1NWS
3343
1 North Wealth Services
Maryland
$21.1K +$6.43K +43 +38%
ETS
3344
ESL Trust Services
New York
$20.3K – – –
NWM
3345
Nova Wealth Management
Florida
$19.4K +$6.43K +43 +43%
DSC
3346
Daytona Street Capital
Missouri
$19.2K – – –
Q1WB
3347
Quest 10 Wealth Builders
Virginia
$19.1K +$748 +5 +4%
TAP
3348
Tounjian Advisory Partners
Florida
$18.8K +$20.8K +139 New
IW
3349
Imprint Wealth
South Carolina
$18K – – –
AWM
3350
Abound Wealth Management
Tennessee
$18K -$39.3K -263 -66%
132 133
134
135 136