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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGG
3401
Keystone Financial Group (Georgia)
Georgia
$70.3K – – –
OAJ
3402
Ogorek Anthony Joseph
New York
$70K – – –
C
3403
Covestor
United Kingdom
$69K +$1.25K +8 +2%
MAM
3404
Magellan Asset Management
Australia
$68.8K -$7.95K -51 -10%
CJ
3405
Caitlin John
Michigan
$68.5K +$1.25K +8 +2%
PP
3406
PFS Partners
New Jersey
$67.6K +$1.25K +8 +2%
PWA
3407
Provenance Wealth Advisors
Florida
$67.6K +$53K +340 +358%
PWMA
3408
Pension & Wealth Management Advisors
Massachusetts
$67.1K -$5.3K -34 -7%
EWM
3409
Evolution Wealth Management
Florida
$67.1K +$31.2K +200 +86%
PMIM
3410
Prudent Man Investment Management
Colorado
$66K – – –
UIA
3411
Ulland Investment Advisors
Minnesota
$66K – – –
AIM
3412
Arcadia Investment Management
Michigan
$66K -$530K -3,400 -89%
CIR
3413
Clear Investment Research
Georgia
$64.9K +$65.1K +418 New
AW
3414
Avion Wealth
Texas
$64K +$19.6K +126 +43%
SA
3415
Scarborough Advisors
Maryland
$63.3K +$63.4K +407 New
HNW
3416
High Note Wealth
Minnesota
$63.2K +$3.12K +20 +5%
MFT
3417
Moisand Fitzgerald Tamayo
Florida
$62.3K +$312 +2 +0.5%
PCM
3418
Palouse Capital Management
Washington
$62.1K – – –
MNA
3419
Manning & Napier Advisors
New York
$62.1K +$13.4K +86 +28%
PJC
3420
Phillip James Consulting
Minnesota
$62K +$1.4K +9 +2%
MMCM
3421
Murphy & Mullick Capital Management
New York
$61.8K +$467 +3 +0.8%
AWM
3422
Abound Wealth Management
Tennessee
$61.4K +$15.4K +99 +33%
CVM
3423
Cheviot Value Management
California
$61.4K – – –
SVCP
3424
Silicon Valley Capital Partners
California
$60.8K +$36.6K +235 +150%
UFPG
3425
United Financial Planning Group
New York
$60.7K +$1.4K +9 +2%
135 136
137
138 139