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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
3326
J. Safra Asset Management
New York
$73.9K -$109K -664 -58%
IWM
3327
IMG Wealth Management
Florida
$73.4K +$79.1K +483 New
MSWM
3328
Mowery & Schoenfeld Wealth Management
Illinois
$73K +$43.6K +266 +124%
RPA
3329
Redwood Park Advisors
California
$73K +$78.6K +480 New
RWS
3330
Retirement Wealth Solutions
Wisconsin
$72.1K +$82.7K +505 New
OAJ
3331
Ogorek Anthony Joseph
New York
$71K -$2.29K -14 -3%
CW
3332
Curio Wealth
Maryland
$70.4K +$75.9K +463 New
WA
3333
Whipplewood Advisors
Colorado
$69.8K +$75.2K +459 New
FW
3334
Fairway Wealth
Ohio
$69.5K +$74.9K +457 New
MFT
3335
Moisand Fitzgerald Tamayo
Florida
$69.1K – – –
KFGG
3336
Keystone Financial Group (Georgia)
Georgia
$68.9K +$74.2K +453 New
DWM
3337
Dogwood Wealth Management
Kansas
$68.8K -$13.8K -84 -16%
MAS
3338
MPWM Advisory Solutions
Georgia
$65.7K +$70.8K +432 New
UIA
3339
Ulland Investment Advisors
Minnesota
$65K – – –
RS
3340
Rakuten Securities
Japan
$64.9K +$37.4K +228 +115%
CIAS
3341
CBIZ Investment Advisory Services
Ohio
$64.9K +$1.97K +12 +3%
BAM
3342
Byrne Asset Management
New Jersey
$63.6K +$4.1K +25 +6%
OBWP
3343
O'Brien Wealth Partners
Massachusetts
$63.4K -$16.4K -100 -19%
VAG
3344
VisionPoint Advisory Group
Texas
$63.4K +$69.1K +422 New
GIM
3345
Gold Investment Management
Alberta, Canada
$62K +$328 +2 +0.5%
CIAM
3346
Caitong International Asset Management
Hong Kong
$61.4K +$66.2K +404 New
MCA
3347
Maryland Capital Advisors
Maryland
$61.3K -$4.42K -27 -6%
HC
3348
Hara Capital
Washington
$61.1K – – –
KA
3349
Kozak & Associates
Colorado
$60.9K -$21.6K -132 -24%
PCM
3350
Palouse Capital Management
Washington
$60.8K +$65.5K +400 New
132 133
134
135 136