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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3326
Abound Wealth Management
Tennessee
$18K -$39.3K -263 -66%
AF
3327
Abound Financial
California
$17.7K – – –
PP
3328
Paladin Partners
Wisconsin
$17.5K – – –
AIA
3329
Aventus Investment Advisors
Florida
$17.5K +$19.3K +129 New
MIFH
3330
Migdal Insurance & Financial Holdings
Israel
$17.1K +$18.8K +126 New
BF
3331
Brooklyn FI
New York
$16.5K +$18.2K +122 New
AEPWM
3332
Atlantic Edge Private Wealth Management
Florida
$16.5K – – –
PCM
3333
Penserra Capital Management
California
$16K +$449 +3 +3%
PWS
3334
Peterson Wealth Services
Utah
$15.7K – – –
IWM
3335
IMG Wealth Management
Florida
$15.3K +$449 +3 +3%
VWM
3336
Vermillion Wealth Management
Minnesota
$15K -$15.8K -106 -49%
KI
3337
Keewaydin Investments
New York
$14.6K – – –
BCPWM
3338
Bradley & Co Private Wealth Management
Florida
$14.2K – – –
TLA
3339
Tanglewood Legacy Advisors
Texas
$14.2K – – –
FRA
3340
Front Row Advisors
California
$13.8K -$43.2K -289 -74%
AIS
3341
Advocate Investing Services
Maryland
$13.5K – – –
SR
3342
Syntax Research
Florida
$13.5K – – –
CIS
3343
Custom Index Systems
New York
$13.5K +$15K +100 New
BIM
3344
Breakwater Investment Management
Washington
$13.3K -$8.52K -57 -37%
PS
3345
PayPay Securities
Japan
$13.3K +$1.5K +10 +11%
VWA
3346
Valued Wealth Advisors
Utah
$12.9K -$1.05K -7 -7%
CWP
3347
Clark Wealth Partners
Illinois
$12.8K -$897 -6 -6%
TWM
3348
Tripletail Wealth Management
Florida
$12.7K -$20K -134 -60%
MCA
3349
Midwest Capital Advisors
Michigan
$11.3K – – –
SFS
3350
Sunrise Financial Services
Washington
$11.2K -$3.44K -23 -22%
132 133
134
135 136