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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3351
Pension & Wealth Management Advisors
Massachusetts
$66.9K -$6.91K -47 -9%
MCA
3352
McGuire Capital Advisors
Oklahoma
$66.8K +$68.5K +466 New
RPA
3353
Redwood Park Advisors
California
$66.6K – – –
PMIM
3354
Prudent Man Investment Management
Colorado
$66K +$38.2K +260 +130%
KFGG
3355
Keystone Financial Group (Georgia)
Georgia
$65.8K – – –
OAJ
3356
Ogorek Anthony Joseph
New York
$65K -$5.58K -38 -8%
C
3357
Covestor
United Kingdom
$63K -$9.4K -64 -13%
WWA
3358
Wealth Watch Advisors
Colorado
$62.4K -$5.88K -40 -8%
CJ
3359
Caitlin John
Michigan
$62.1K – – –
MCA
3360
Maryland Capital Advisors
Maryland
$61.6K +$3.82K +26 +6%
PP
3361
PFS Partners
New Jersey
$61.4K – – –
UIA
3362
Ulland Investment Advisors
Minnesota
$61K – – –
CVM
3363
Cheviot Value Management
California
$58.7K -$25.3K -172 -30%
XC
3364
XY Capital
Hong Kong
$58.6K +$56.4K +384 +1,600%
PJC
3365
Phillip James Consulting
Minnesota
$58K +$57.9K +394 New
PCM
3366
Palouse Capital Management
Washington
$57.4K – – –
MFT
3367
Moisand Fitzgerald Tamayo
Florida
$57.3K – – –
MMCM
3368
Murphy & Mullick Capital Management
New York
$56.7K +$147 +1 +0.3%
FRA
3369
Front Row Advisors
California
$56.4K – – –
HNW
3370
High Note Wealth
Minnesota
$55.5K +$12.5K +85 +28%
MTC
3371
Matrix Trust Company
Colorado
$55K -$1.13M -7,702 -95%
UFPG
3372
United Financial Planning Group
New York
$54.8K +$4.26K +29 +8%
BFS
3373
Burkett Financial Services
South Carolina
$54.7K -$147 -1 -0.3%
MAS
3374
MPWM Advisory Solutions
Georgia
$54.1K – – –
BGA
3375
Battery Global Advisors
Massachusetts
$54K – – –
133 134
135
136 137