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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
3401
Prudent Man Investment Management
Colorado
$66K – – –
UIA
3402
Ulland Investment Advisors
Minnesota
$66K – – –
AIM
3403
Arcadia Investment Management
Michigan
$66K -$530K -3,400 -89%
CIR
3404
Clear Investment Research
Georgia
$64.9K +$65.1K +418 New
AW
3405
Avion Wealth
Texas
$64K +$19.6K +126 +43%
SA
3406
Scarborough Advisors
Maryland
$63.3K +$63.4K +407 New
HNW
3407
High Note Wealth
Minnesota
$63.2K +$3.12K +20 +5%
MFT
3408
Moisand Fitzgerald Tamayo
Florida
$62.3K +$312 +2 +0.5%
PCM
3409
Palouse Capital Management
Washington
$62.1K – – –
MNA
3410
Manning & Napier Advisors
New York
$62.1K +$13.4K +86 +28%
PJC
3411
Phillip James Consulting
Minnesota
$62K +$1.4K +9 +2%
MMCM
3412
Murphy & Mullick Capital Management
New York
$61.8K +$467 +3 +0.8%
AWM
3413
Abound Wealth Management
Tennessee
$61.4K +$15.4K +99 +33%
CVM
3414
Cheviot Value Management
California
$61.4K – – –
SVCP
3415
Silicon Valley Capital Partners
California
$60.8K +$36.6K +235 +150%
UFPG
3416
United Financial Planning Group
New York
$60.7K +$1.4K +9 +2%
FRA
3417
Front Row Advisors
California
$60.4K – – –
BFS
3418
Burkett Financial Services
South Carolina
$60.3K +$1.25K +8 +2%
BGA
3419
Battery Global Advisors
Massachusetts
$58.6K +$623 +4 +1%
MAS
3420
MPWM Advisory Solutions
Georgia
$58.5K – – –
GWS
3421
Greykasell Wealth Strategies
California
$58.3K +$156 +1 +0.3%
LAS
3422
Lloyd Advisory Services
Georgia
$57.5K -$125K -799 -68%
KFG
3423
Kingdom Financial Group
Arizona
$57.5K -$312 -2 -0.5%
S
3424
Sachetta
Massachusetts
$57.4K -$20.3K -130 -26%
NSG
3425
Nalls Sherbakoff Group
Tennessee
$57K -$25.7K -165 -31%
135 136
137
138 139