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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3376
Osterweis Capital Management
California
$43.6K -$2.46K -15 -5%
FNWA
3377
Financial Network Wealth Advisors
Utah
$42.9K -$278K -1,699 -86%
LWA
3378
Lowe Wealth Advisors
Maryland
$42.1K +$3.11K +19 +7%
APW
3379
Atlantic Private Wealth
North Carolina
$41.8K +$12.3K +75 +38%
DP
3380
Denver PWM
Colorado
$41.5K – – –
MFG
3381
Mendota Financial Group
Wisconsin
$41.1K -$492 -3 -1%
CAM
3382
Clarity Asset Management
Iowa
$40.6K +$1.15K +7 +3%
PCFFS
3383
Pacific Center for Financial Services
California
$40.4K – – –
RCA
3384
Runnymede Capital Advisors
Ohio
$40.1K +$43.3K +264 New
FCG
3385
Financial Connections Group
California
$40K – – –
NWMP
3386
Noble Wealth Management PBC
Colorado
$39.7K +$42.8K +261 New
OWP
3387
ORG Wealth Partners
Texas
$39.7K – – –
PPWM
3388
PFG Private Wealth Management
Florida
$39.2K – – –
NMG
3389
New Millennium Group
Utah
$39.1K -$1.15M -7,038 -96%
HI
3390
Human Investing
Oregon
$38.6K +$41.6K +254 New
MFS
3391
Mattson Financial Services
Michigan
$38.1K +$2.95K +18 +9%
BGWM
3392
Bridge Generations Wealth Management
Florida
$38K +$41K +250 New
CMA
3393
Cedar Mountain Advisors
Oregon
$37.9K – – –
GCM
3394
GKV Capital Management
California
$37.9K +$40.8K +249 New
CCA
3395
Criterion Capital Advisors
Tennessee
$37.6K – – –
MAM
3396
Meeder Asset Management
Ohio
$36K -$819 -5 -2%
MBFW
3397
Morton Brown Family Wealth
Pennsylvania
$35.4K – – –
BHWM
3398
Bay Harbor Wealth Management
Maryland
$33.6K +$36.2K +221 New
PWMG
3399
Private Wealth Management Group
New Jersey
$33K +$2.46K +15 +7%
SSG
3400
Summit Securities Group
New York
$32.8K +$35.4K +216 New
134 135
136
137 138