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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3401
Financial Avengers
California
$37.8K -$5.44K -37 -12%
1M
3402
1248 Management
Missouri
$37.5K – – –
AFC
3403
Ares Financial Consulting
California
$36K +$36.9K +251 New
BGWM
3404
Bridge Generations Wealth Management
Florida
$35.9K – – –
HWP
3405
Highline Wealth Partners
California
$35.8K +$13.2K +90 +56%
FFA
3406
Frazier Financial Advisors
Ohio
$35K -$3.82K -26 -10%
TFG
3407
Team Financial Group
California
$35K – – –
TWM
3408
Tripletail Wealth Management
Florida
$34.6K -$81.3K -553 -70%
CAM
3409
Clarity Asset Management
Iowa
$34.1K – – –
MI
3410
Motiv8 Investments
Florida
$34K +$35.1K +239 New
CC
3411
Copos Capital
$33.6K +$34.4K +234 New
VWWMG
3412
Vermillion & White Wealth Management Group
Pennsylvania
$33.6K -$7.35K -50 -18%
EWM
3413
Evolution Wealth Management
Florida
$33.3K +$11K +75 +48%
MSWM
3414
Mowery & Schoenfeld Wealth Management
Illinois
$33.2K +$33.9K +231 New
OCM
3415
Osterweis Capital Management
California
$33K – – –
SA
3416
Strategic Advocates
Utah
$30.7K -$3.09K -21 -9%
HIC
3417
Hamrick Investment Counsel
Washington
$29K +$29.4K +200 New
IAG
3418
Innovative Advisory Group
Massachusetts
$28.7K – – –
NWMP
3419
Noble Wealth Management PBC
Colorado
$28.7K – – –
MASM
3420
MH & Associates Securities Management
California
$28.7K +$29.4K +200 New
CCMI
3421
Creative Capital Management Investments
California
$28.6K – – –
JAM
3422
JCIC Asset Management
Ontario, Canada
$28K – – –
SR
3423
Swiss Re
Switzerland
$27.8K +$28.5K +194 New
GCM
3424
Gunpowder Capital Management
Maryland
$26K +$26.6K +181 New
IW
3425
Imprint Wealth
South Carolina
$25.7K -$6.32K -43 -19%
135 136
137
138 139