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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3326
Financial Avengers
California
$44.2K +$744 +5 +2%
BIA
3327
Bell Investment Advisors
California
$43.3K -$893 -6 -2%
HC
3328
Hurley Capital
New York
$41.7K -$1.12M -7,511 -96%
OWP
3329
ORG Wealth Partners
Texas
$41.7K +$2.68K +18 +7%
LWA
3330
Lowe Wealth Advisors
Maryland
$41.5K – – –
CFS
3331
Compass Financial Services
Iowa
$41.1K -$5.21K -35 -11%
PCFFS
3332
Pacific Center for Financial Services
California
$40.3K +$447 +3 +1%
NMG
3333
New Millennium Group
Utah
$40K +$1.49K +10 +4%
RCA
3334
Runnymede Capital Advisors
Ohio
$39.6K – – –
MBFW
3335
Morton Brown Family Wealth
Pennsylvania
$38.4K +$3.42K +23 +10%
BGWM
3336
Bridge Generations Wealth Management
Florida
$37.5K – – –
CMA
3337
Cedar Mountain Advisors
Oregon
$37.3K – – –
GCM
3338
GKV Capital Management
California
$37.3K – – –
OCM
3339
Osterweis Capital Management
California
$36.7K -$6.25K -42 -15%
NWMP
3340
Noble Wealth Management PBC
Colorado
$36.1K -$2.98K -20 -8%
CAM
3341
Clarity Asset Management
Iowa
$34.4K -$5.66K -38 -14%
HWP
3342
Highline Wealth Partners
California
$33.1K +$9.38K +63 +40%
WCM
3343
Westend Capital Management
California
$32.2K -$11.8K -79 -27%
BI
3344
Binnacle Investments
Iowa
$32.1K +$31.9K +214 New
FW
3345
Fairway Wealth
Ohio
$30.9K -$37.4K -251 -55%
PMIM
3346
Prudent Man Investment Management
Colorado
$30.4K – – –
JAM
3347
JCIC Asset Management
Ontario, Canada
$30.3K – – –
BC
3348
Bayforest Capital
United Kingdom
$30.1K +$4.17K +28 +16%
DWS
3349
Dynamic Wealth Strategies
California
$30.1K +$29.9K +201 New
KSWA
3350
Kathleen S. Wright Associates
Pennsylvania
$30K – – –
132 133
134
135 136