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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
3351
ORG Wealth Partners
Texas
$96.7K -$18.9K -121 -16%
GWSA
3352
Global Wealth Strategies & Associates
Colorado
$95.8K -$5.76K -37 -6%
W
3353
WealthCollab
Washington
$95.5K +$2.65K +17 +3%
GG
3354
Gleason Group
Kentucky
$94.5K +$1.56K +10 +2%
LWM
3355
Lodestone Wealth Management
Washington
$93.9K -$1.56K -10 -2%
RFA
3356
Reyes Financial Architecture
California
$93.2K -$15.6K -100 -14%
FGAM
3357
Financial Gravity Asset Management
Texas
$93.2K +$93.5K +600 New
IAS
3358
IMA Advisory Services
Colorado
$92.1K -$156 -1 -0.2%
AWA
3359
Acumen Wealth Advisors
Tennessee
$91.9K -$2.34K -15 -2%
HPWM
3360
High Point Wealth Management
New Jersey
$91.4K -$10.9K -70 -11%
FCG
3361
Financial Connections Group
California
$90K – – –
HAP
3362
Harbor Asset Planning
Massachusetts
$89.1K – – –
WCM
3363
Westend Capital Management
California
$89.1K – – –
WPA
3364
Wealth Preservation Advisors
Tennessee
$87.4K +$81.2K +521 +1,240%
WOSD
3365
WFA of San Diego
California
$86.9K -$935 -6 -1%
ASCM
3366
Adkins Seale Capital Management
Louisiana
$86.7K – – –
TBFA
3367
Three Bearings Fiduciary Advisors
New Hampshire
$86.3K – – –
VFM
3368
Vision Financial Markets
Connecticut
$85.1K +$156 +1 +0.2%
KAS
3369
Kemnay Advisory Services
New York
$84K -$467 -3 -0.6%
AAG
3370
Accordant Advisory Group
Maryland
$84K – – –
CH
3371
CDKV Holdings
Colorado
$81.1K – – –
EA
3372
Evolution Advisers
Virginia
$81K – – –
GJIA
3373
Glass Jacobson Investment Advisors
Maryland
$80.8K – – –
BCM
3374
Boreal Capital Management
Florida
$80K – – –
CFP
3375
Comprehensive Financial Planning
Pennsylvania
$79.5K -$1.56K -10 -2%
133 134
135
136 137