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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
3426
POM Investment Strategies
North Carolina
$19.6K +$8.85K +54 +72%
NCM
3427
Northwest Capital Management
Oregon
$19.2K – – –
FC
3428
Family CFO
California
$19K – – –
SMAM
3429
Sugar Maple Asset Management
Wisconsin
$18.7K +$20.2K +123 New
CWM
3430
Consultiva Wealth Management
Puerto Rico
$18.2K +$19.7K +120 New
PWS
3431
Peterson Wealth Services
Utah
$17.6K – – –
SC
3432
Stance Capital
Massachusetts
$17.3K +$18.7K +114 New
EFMH
3433
E Fund Management (HK)
Hong Kong
$17K +$14.4K +88 +400%
CPA
3434
Compass Planning Associates
Massachusetts
$16.6K +$17.9K +109 New
HB
3435
Horizon Bancorp
Indiana
$16K -$3.93K -24 -19%
EPW
3436
Evergreen Private Wealth
Colorado
$16K – – –
TLA
3437
Tanglewood Legacy Advisors
Texas
$16K – – –
BCPWM
3438
Bradley & Co Private Wealth Management
Florida
$16K +$17.2K +105 New
SR
3439
Syntax Research
Florida
$15.2K – – –
IRAG
3440
Investment Research & Advisory Group
Georgia
$13.4K – – –
HFS
3441
Horizon Financial Services
North Carolina
$12.5K -$10.2K -62 -43%
MCA
3442
Midwest Capital Advisors
Michigan
$12.5K +$13.4K +82 New
LIS
3443
Legacy Investment Solutions
Idaho
$12.4K -$17K -104 -55%
LWMI
3444
Legacy Wealth Management (Idaho)
Idaho
$12.4K -$17K -104 -55%
RS
3445
R Squared
Hong Kong
$12.2K +$13.1K +80 New
FWA
3446
FSC Wealth Advisors
New York
$11.9K – – –
CWP
3447
Clark Wealth Partners
Illinois
$11.6K +$12.5K +76 New
ACM
3448
Anfield Capital Management
California
$11.1K +$10.5K +64 +711%
SWP
3449
SIMA Wealth Partners
Virginia
$10.6K – – –
FG
3450
Fairman Group
Pennsylvania
$10.3K -$1.48K -9 -12%
136 137
138
139 140