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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
3351
DiNuzzo Private Wealth
Pennsylvania
$108K -$312 -2 -0.3%
API
3352
Asset Planning Inc
California
$107K +$312 +2 +0.3%
LHEI
3353
Leo H. Evart Inc
California
$106K +$107K +684 New
SAM
3354
Sherman Asset Management
California
$105K +$4.36K +28 +4%
GIM
3355
Gold Investment Management
Alberta, Canada
$104K +$779 +5 +0.7%
LIA
3356
Limestone Investment Advisors
New York
$104K +$104K +670 New
KFP
3357
Kerr Financial Planning
California
$101K +$467 +3 +0.5%
NOI
3358
Newton One Investments
Delaware
$99.3K +$1.87K +12 +2%
PWM
3359
Proathlete Wealth Management
Florida
$98.6K – – –
OWP
3360
ORG Wealth Partners
Texas
$96.7K -$18.9K -121 -16%
GWSA
3361
Global Wealth Strategies & Associates
Colorado
$95.8K -$5.76K -37 -6%
W
3362
WealthCollab
Washington
$95.5K +$2.65K +17 +3%
GG
3363
Gleason Group
Kentucky
$94.5K +$1.56K +10 +2%
LWM
3364
Lodestone Wealth Management
Washington
$93.9K -$1.56K -10 -2%
RFA
3365
Reyes Financial Architecture
California
$93.2K -$15.6K -100 -14%
FGAM
3366
Financial Gravity Asset Management
Texas
$93.2K +$93.5K +600 New
IAS
3367
IMA Advisory Services
Colorado
$92.1K -$156 -1 -0.2%
AWA
3368
Acumen Wealth Advisors
Tennessee
$91.9K -$2.34K -15 -2%
HPWM
3369
High Point Wealth Management
New Jersey
$91.4K -$10.9K -70 -11%
FCG
3370
Financial Connections Group
California
$90K – – –
HAP
3371
Harbor Asset Planning
Massachusetts
$89.1K – – –
WCM
3372
Westend Capital Management
California
$89.1K – – –
WPA
3373
Wealth Preservation Advisors
Tennessee
$87.4K +$81.2K +521 +1,240%
WOSD
3374
WFA of San Diego
California
$86.9K -$935 -6 -1%
ASCM
3375
Adkins Seale Capital Management
Louisiana
$86.7K – – –
133 134
135
136 137