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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
3376
Greykasell Wealth Strategies
California
$53.7K -$8.82K -60 -14%
KFG
3377
Kingdom Financial Group
Arizona
$53.6K +$54.8K +373 New
HIMS
3378
Hager Investment Management Services
New Hampshire
$51.4K -$31.4K -214 -37%
IRAG
3379
Investment Research & Advisory Group
Georgia
$50.6K – – –
BCM
3380
Basso Capital Management
Connecticut
$50.5K – – –
YAL
3381
Your Advocates Ltd
Texas
$49.7K +$50.8K +346 New
SVWA
3382
Sarver Vrooman Wealth Advisors
Missouri
$49.5K -$18.8K -128 -27%
AF
3383
Align Financial
Minnesota
$49.5K +$7.28M +49,514 New
CW
3384
Curio Wealth
Maryland
$47.7K -$19.2K -131 -28%
SRCM
3385
Signature Resources Capital Management
California
$47.1K +$1.91K +13 +4%
VR
3386
Vision Retirement
New Jersey
$45.9K +$47K +320 New
RWM
3387
RMG Wealth Management
Wisconsin
$45.7K – – –
FFO
3388
Fortitude Family Office
Arizona
$45.6K +$4.11K +28 +10%
APW
3389
Atlantic Private Wealth
North Carolina
$45.2K +$2.2K +15 +5%
MNA
3390
Manning & Napier Advisors
New York
$44.7K +$6.46K +44 +17%
EBA
3391
Eagle Bay Advisors
New York
$43.1K +$43.6K +297 New
AWM
3392
Abound Wealth Management
Tennessee
$42.7K -$294 -2 -0.7%
HHMI
3393
Howard Hughes Medical Institute
Maryland
$42.3K – – –
AW
3394
Avion Wealth
Texas
$41K -$38.9K -265 -48%
HC
3395
Hurley Capital
New York
$40.8K -$2.2K -15 -5%
RWM
3396
Raffa Wealth Management
District of Columbia
$40.6K -$4.7K -32 -10%
CMA
3397
Cedar Mountain Advisors
Oregon
$39.5K – – –
CFS
3398
Compass Financial Services
Iowa
$39.4K – – –
WAU
3399
Wellington-Altus USA
Manitoba, Canada
$39.3K +$40.3K +274 New
PCFFS
3400
Pacific Center for Financial Services
California
$38.3K – – –
134 135
136
137 138