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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3326
Evolution Advisers
Virginia
$76K – – –
CH
3327
CDKV Holdings
Colorado
$74.9K +$76.7K +522 New
CFP
3328
Comprehensive Financial Planning
Pennsylvania
$74.9K +$2.35K +16 +3%
BCM
3329
Boreal Capital Management
Florida
$74.6K – – –
GJIA
3330
Glass Jacobson Investment Advisors
Maryland
$74.6K – – –
GPFA
3331
Game Plan Financial Advisors
Ohio
$73.2K – – –
MGI
3332
Miller Global Investments
Texas
$73.2K +$74.9K +510 New
CIAS
3333
CBIZ Investment Advisory Services
Ohio
$72.5K +$7.93K +54 +12%
S
3334
Sachetta
Massachusetts
$72K -$421K -2,866 -85%
DF
3335
Dunhill Financial
United Kingdom
$72K +$25.4K +173 +53%
CCM
3336
Copeland Capital Management
Pennsylvania
$71.8K – – –
IWP
3337
IAG Wealth Partners
Wisconsin
$71.8K – – –
KPP
3338
Kings Path Partners
Texas
$71.8K – – –
AP
3339
Aspect Partners
Virginia
$71.6K +$2.2K +15 +3%
CCA
3340
Catalyst Capital Advisors
New York
$71K -$25.7K -175 -26%
MAM
3341
Magellan Asset Management
Australia
$70.9K – – –
TLCM
3342
Twin Lakes Capital Management
California
$70.2K – – –
RWS
3343
Retirement Wealth Solutions
Wisconsin
$69.9K – – –
SWA
3344
Strategic Wealth Advisors
Arizona
$69K +$71.3K +485 New
FIM
3345
FWL Investment Management
Texas
$68.6K – – –
PWMA
3346
Pension & Wealth Management Advisors
Massachusetts
$66.9K -$6.91K -47 -9%
MCA
3347
McGuire Capital Advisors
Oklahoma
$66.8K +$68.5K +466 New
RPA
3348
Redwood Park Advisors
California
$66.6K – – –
PMIM
3349
Prudent Man Investment Management
Colorado
$66K +$38.2K +260 +130%
KFGG
3350
Keystone Financial Group (Georgia)
Georgia
$65.8K – – –
132 133
134
135 136