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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
3401
Team Financial Group
California
$35K – – –
TWM
3402
Tripletail Wealth Management
Florida
$34.6K -$81.3K -553 -70%
CAM
3403
Clarity Asset Management
Iowa
$34.1K – – –
MI
3404
Motiv8 Investments
Florida
$34K +$35.1K +239 New
CC
3405
Copos Capital
$33.6K +$34.4K +234 New
VWWMG
3406
Vermillion & White Wealth Management Group
Pennsylvania
$33.6K -$7.35K -50 -18%
EWM
3407
Evolution Wealth Management
Florida
$33.3K +$11K +75 +48%
MSWM
3408
Mowery & Schoenfeld Wealth Management
Illinois
$33.2K +$33.9K +231 New
OCM
3409
Osterweis Capital Management
California
$33K – – –
SA
3410
Strategic Advocates
Utah
$30.7K -$3.09K -21 -9%
HIC
3411
Hamrick Investment Counsel
Washington
$29K +$29.4K +200 New
NWMP
3412
Noble Wealth Management PBC
Colorado
$28.7K – – –
MASM
3413
MH & Associates Securities Management
California
$28.7K +$29.4K +200 New
CCMI
3414
Creative Capital Management Investments
California
$28.6K – – –
JAM
3415
JCIC Asset Management
Ontario, Canada
$28K – – –
SR
3416
Swiss Re
Switzerland
$27.8K +$28.5K +194 New
GCM
3417
Gunpowder Capital Management
Maryland
$26K +$26.6K +181 New
IW
3418
Imprint Wealth
South Carolina
$25.7K -$6.32K -43 -19%
BWM
3419
Benson Wealth Management
Tennessee
$24.8K +$25.4K +173 New
BA
3420
Bard Associates
Illinois
$23.4K +$23.7K +161 New
WA
3421
Whipplewood Advisors
Colorado
$23.1K +$1.62K +11 +7%
IWM
3422
IMG Wealth Management
Florida
$22.7K +$10.9K +74 +88%
SVCP
3423
Silicon Valley Capital Partners
California
$22.6K -$9.99K -68 -30%
ETS
3424
ESL Trust Services
New York
$21.5K – – –
JGCM
3425
Joseph Group Capital Management
Ohio
$21.5K +$22K +150 New
135 136
137
138 139