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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3326
Aspect Partners
Virginia
$74.4K -$1.48K -9 -2%
TLCM
3327
Twin Lakes Capital Management
California
$74.4K – – –
KFP
3328
Keener Financial Planning
Texas
$74K – – –
C
3329
Covestor
United Kingdom
$74K +$2.79K +17 +4%
JSAM
3330
J. Safra Asset Management
New York
$73.9K -$109K -664 -58%
IWM
3331
IMG Wealth Management
Florida
$73.4K +$79.1K +483 New
MSWM
3332
Mowery & Schoenfeld Wealth Management
Illinois
$73K +$43.6K +266 +124%
RPA
3333
Redwood Park Advisors
California
$73K +$78.6K +480 New
RWS
3334
Retirement Wealth Solutions
Wisconsin
$72.1K +$82.7K +505 New
OAJ
3335
Ogorek Anthony Joseph
New York
$71K -$2.29K -14 -3%
CW
3336
Curio Wealth
Maryland
$70.4K +$75.9K +463 New
WA
3337
Whipplewood Advisors
Colorado
$69.8K +$75.2K +459 New
FW
3338
Fairway Wealth
Ohio
$69.5K +$74.9K +457 New
MFT
3339
Moisand Fitzgerald Tamayo
Florida
$69.1K – – –
KFGG
3340
Keystone Financial Group (Georgia)
Georgia
$68.9K +$74.2K +453 New
DWM
3341
Dogwood Wealth Management
Kansas
$68.8K -$13.8K -84 -16%
MAS
3342
MPWM Advisory Solutions
Georgia
$65.7K +$70.8K +432 New
UIA
3343
Ulland Investment Advisors
Minnesota
$65K – – –
RS
3344
Rakuten Securities
Japan
$64.9K +$37.4K +228 +115%
CIAS
3345
CBIZ Investment Advisory Services
Ohio
$64.9K +$1.97K +12 +3%
BAM
3346
Byrne Asset Management
New Jersey
$63.6K +$4.1K +25 +6%
OBWP
3347
O'Brien Wealth Partners
Massachusetts
$63.4K -$16.4K -100 -19%
VAG
3348
VisionPoint Advisory Group
Texas
$63.4K +$69.1K +422 New
GIM
3349
Gold Investment Management
Alberta, Canada
$62K +$328 +2 +0.5%
CIAM
3350
Caitong International Asset Management
Hong Kong
$61.4K +$66.2K +404 New
132 133
134
135 136