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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
3376
Your Advocates Ltd
Texas
$49.7K +$50.8K +346 New
SVWA
3377
Sarver Vrooman Wealth Advisors
Missouri
$49.5K -$18.8K -128 -27%
AF
3378
Align Financial
Minnesota
$49.5K +$7.28M +49,514 New
CW
3379
Curio Wealth
Maryland
$47.7K -$19.2K -131 -28%
SRCM
3380
Signature Resources Capital Management
California
$47.1K +$1.91K +13 +4%
VR
3381
Vision Retirement
New Jersey
$45.9K +$47K +320 New
RWM
3382
RMG Wealth Management
Wisconsin
$45.7K – – –
FFO
3383
Fortitude Family Office
Arizona
$45.6K +$4.11K +28 +10%
APW
3384
Atlantic Private Wealth
North Carolina
$45.2K +$2.2K +15 +5%
MNA
3385
Manning & Napier Advisors
New York
$44.7K +$6.46K +44 +17%
EBA
3386
Eagle Bay Advisors
New York
$43.1K +$43.6K +297 New
AWM
3387
Abound Wealth Management
Tennessee
$42.7K -$294 -2 -0.7%
HHMI
3388
Howard Hughes Medical Institute
Maryland
$42.3K – – –
AW
3389
Avion Wealth
Texas
$41K -$38.9K -265 -48%
HC
3390
Hurley Capital
New York
$40.8K -$2.2K -15 -5%
RWM
3391
Raffa Wealth Management
District of Columbia
$40.6K -$4.7K -32 -10%
CMA
3392
Cedar Mountain Advisors
Oregon
$39.5K – – –
CFS
3393
Compass Financial Services
Iowa
$39.4K – – –
PCFFS
3394
Pacific Center for Financial Services
California
$38.3K – – –
FA
3395
Financial Avengers
California
$37.8K -$5.44K -37 -12%
1M
3396
1248 Management
Missouri
$37.5K – – –
AFC
3397
Ares Financial Consulting
California
$36K +$36.9K +251 New
BGWM
3398
Bridge Generations Wealth Management
Florida
$35.9K – – –
HWP
3399
Highline Wealth Partners
California
$35.8K +$13.2K +90 +56%
FFA
3400
Frazier Financial Advisors
Ohio
$35K -$3.82K -26 -10%
134 135
136
137 138