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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
3326
Vision Financial Markets
Connecticut
$78.5K – – –
KAS
3327
Kemnay Advisory Services
New York
$78.1K +$79.9K +544 New
AAG
3328
Accordant Advisory Group
Maryland
$77.6K – – –
NSG
3329
Nalls Sherbakoff Group
Tennessee
$76.3K +$1.76K +12 +2%
BIA
3330
Bell Investment Advisors
California
$76.2K -$8.23K -56 -10%
EA
3331
Evolution Advisers
Virginia
$76K – – –
CH
3332
CDKV Holdings
Colorado
$74.9K +$76.7K +522 New
CFP
3333
Comprehensive Financial Planning
Pennsylvania
$74.9K +$2.35K +16 +3%
BCM
3334
Boreal Capital Management
Florida
$74.6K – – –
GJIA
3335
Glass Jacobson Investment Advisors
Maryland
$74.6K – – –
GPFA
3336
Game Plan Financial Advisors
Ohio
$73.2K – – –
MGI
3337
Miller Global Investments
Texas
$73.2K +$74.9K +510 New
CIAS
3338
CBIZ Investment Advisory Services
Ohio
$72.5K +$7.93K +54 +12%
S
3339
Sachetta
Massachusetts
$72K -$421K -2,866 -85%
DF
3340
Dunhill Financial
United Kingdom
$72K +$25.4K +173 +53%
CCM
3341
Copeland Capital Management
Pennsylvania
$71.8K – – –
IWP
3342
IAG Wealth Partners
Wisconsin
$71.8K – – –
KPP
3343
Kings Path Partners
Texas
$71.8K – – –
AP
3344
Aspect Partners
Virginia
$71.6K +$2.2K +15 +3%
CCA
3345
Catalyst Capital Advisors
New York
$71K -$25.7K -175 -26%
MAM
3346
Magellan Asset Management
Australia
$70.9K – – –
TLCM
3347
Twin Lakes Capital Management
California
$70.2K – – –
RWS
3348
Retirement Wealth Solutions
Wisconsin
$69.9K – – –
SWA
3349
Strategic Wealth Advisors
Arizona
$69K +$71.3K +485 New
FIM
3350
FWL Investment Management
Texas
$68.6K – – –
132 133
134
135 136