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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3351
Abound Financial
California
$17.7K – – –
PP
3352
Paladin Partners
Wisconsin
$17.5K – – –
AIA
3353
Aventus Investment Advisors
Florida
$17.5K +$19.3K +129 New
MIFH
3354
Migdal Insurance & Financial Holdings
Israel
$17.1K +$18.8K +126 New
BF
3355
Brooklyn FI
New York
$16.5K +$18.2K +122 New
AEPWM
3356
Atlantic Edge Private Wealth Management
Florida
$16.5K – – –
PCM
3357
Penserra Capital Management
California
$16K +$449 +3 +3%
PWS
3358
Peterson Wealth Services
Utah
$15.7K – – –
IWM
3359
IMG Wealth Management
Florida
$15.3K +$449 +3 +3%
VWM
3360
Vermillion Wealth Management
Minnesota
$15K -$15.8K -106 -49%
KI
3361
Keewaydin Investments
New York
$14.6K – – –
BCPWM
3362
Bradley & Co Private Wealth Management
Florida
$14.2K – – –
TLA
3363
Tanglewood Legacy Advisors
Texas
$14.2K – – –
FRA
3364
Front Row Advisors
California
$13.8K -$43.2K -289 -74%
AIS
3365
Advocate Investing Services
Maryland
$13.5K – – –
SR
3366
Syntax Research
Florida
$13.5K – – –
CIS
3367
Custom Index Systems
New York
$13.5K +$15K +100 New
BIM
3368
Breakwater Investment Management
Washington
$13.3K -$8.52K -57 -37%
PS
3369
PayPay Securities
Japan
$13.3K +$1.5K +10 +11%
VWA
3370
Valued Wealth Advisors
Utah
$12.9K -$1.05K -7 -7%
CWP
3371
Clark Wealth Partners
Illinois
$12.8K -$897 -6 -6%
TWM
3372
Tripletail Wealth Management
Florida
$12.7K -$20K -134 -60%
MCA
3373
Midwest Capital Advisors
Michigan
$11.3K – – –
SFS
3374
Sunrise Financial Services
Washington
$11.2K -$3.44K -23 -22%
RG
3375
RHL Group
Michigan
$10.7K – – –
133 134
135
136 137