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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TBFA
3376
Three Bearings Fiduciary Advisors
New Hampshire
$86.3K – – –
VFM
3377
Vision Financial Markets
Connecticut
$85.1K +$156 +1 +0.2%
KAS
3378
Kemnay Advisory Services
New York
$84K -$467 -3 -0.6%
AAG
3379
Accordant Advisory Group
Maryland
$84K – – –
CH
3380
CDKV Holdings
Colorado
$81.1K – – –
EA
3381
Evolution Advisers
Virginia
$81K – – –
GJIA
3382
Glass Jacobson Investment Advisors
Maryland
$80.8K – – –
BCM
3383
Boreal Capital Management
Florida
$80K – – –
CFP
3384
Comprehensive Financial Planning
Pennsylvania
$79.5K -$1.56K -10 -2%
MGI
3385
Miller Global Investments
Texas
$79.2K – – –
FFO
3386
Fortitude Family Office
Arizona
$79.2K +$29.9K +192 +60%
AFC
3387
Ares Financial Consulting
California
$79K +$40.5K +260 +104%
HB
3388
Horizon Bancorp
Indiana
$78K +$62.3K +400 +385%
BAM
3389
BOCHK Asset Management
Hong Kong
$77.6K -$1.48M -9,500 -95%
RAM
3390
Ramirez Asset Management
New York
$77.6K -$46.7K -300 -38%
KPP
3391
Kings Path Partners
Texas
$77.6K – – –
MWM
3392
Magnolia Wealth Management
Alabama
$77.6K +$77.9K +500 New
ZC
3393
Zeit Capital
Colorado
$77.6K +$77.9K +500 New
AP
3394
Aspect Partners
Virginia
$77.5K – – –
TLCM
3395
Twin Lakes Capital Management
California
$75.9K – – –
SWA
3396
Strategic Wealth Advisors
Arizona
$75K – – –
FIM
3397
FWL Investment Management
Texas
$74.2K – – –
MCA
3398
McGuire Capital Advisors
Oklahoma
$72.9K +$467 +3 +0.6%
RPA
3399
Redwood Park Advisors
California
$72.6K +$623 +4 +0.9%
BH
3400
Burk Holdings
Oklahoma
$71.7K +$72K +462 New
134 135
136
137 138