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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3376
Denver PWM
Colorado
$41.5K – – –
MFG
3377
Mendota Financial Group
Wisconsin
$41.1K -$492 -3 -1%
CAM
3378
Clarity Asset Management
Iowa
$40.6K +$1.15K +7 +3%
PCFFS
3379
Pacific Center for Financial Services
California
$40.4K – – –
RCA
3380
Runnymede Capital Advisors
Ohio
$40.1K +$43.3K +264 New
FCG
3381
Financial Connections Group
California
$40K – – –
NWMP
3382
Noble Wealth Management PBC
Colorado
$39.7K +$42.8K +261 New
OWP
3383
ORG Wealth Partners
Texas
$39.7K – – –
PPWM
3384
PFG Private Wealth Management
Florida
$39.2K – – –
NMG
3385
New Millennium Group
Utah
$39.1K -$1.15M -7,038 -96%
HI
3386
Human Investing
Oregon
$38.6K +$41.6K +254 New
MFS
3387
Mattson Financial Services
Michigan
$38.1K +$2.95K +18 +9%
BGWM
3388
Bridge Generations Wealth Management
Florida
$38K +$41K +250 New
CMA
3389
Cedar Mountain Advisors
Oregon
$37.9K – – –
GCM
3390
GKV Capital Management
California
$37.9K +$40.8K +249 New
CCA
3391
Criterion Capital Advisors
Tennessee
$37.6K – – –
MAM
3392
Meeder Asset Management
Ohio
$36K -$819 -5 -2%
MBFW
3393
Morton Brown Family Wealth
Pennsylvania
$35.4K – – –
BHWM
3394
Bay Harbor Wealth Management
Maryland
$33.6K +$36.2K +221 New
PWMG
3395
Private Wealth Management Group
New Jersey
$33K +$2.46K +15 +7%
SSG
3396
Summit Securities Group
New York
$32.8K +$35.4K +216 New
RDIA
3397
RE Dickinson Investment Advisors
Iowa
$31.7K +$328 +2 +1%
MRP
3398
Measured Risk Portfolios
California
$31.3K +$33.8K +206 New
JAM
3399
JCIC Asset Management
Ontario, Canada
$30.7K +$1.15K +7 +4%
KSWA
3400
Kathleen S. Wright Associates
Pennsylvania
$30.4K – – –
134 135
136
137 138