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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3426
Benson Wealth Management
Tennessee
$24.8K +$25.4K +173 New
BA
3427
Bard Associates
Illinois
$23.4K +$23.7K +161 New
WA
3428
Whipplewood Advisors
Colorado
$23.1K +$1.62K +11 +7%
IWM
3429
IMG Wealth Management
Florida
$22.7K +$10.9K +74 +88%
SVCP
3430
Silicon Valley Capital Partners
California
$22.6K -$9.99K -68 -30%
ETS
3431
ESL Trust Services
New York
$21.5K – – –
JGCM
3432
Joseph Group Capital Management
Ohio
$21.5K +$22K +150 New
RTL
3433
Red Tortoise LLC
Georgia
$20.4K – – –
KG
3434
Kilter Group
New York
$20.1K +$1.91K +13 +10%
DSC
3435
Daytona Street Capital
Missouri
$20.1K +$20.6K +140 New
Q1WB
3436
Quest 10 Wealth Builders
Virginia
$19.5K -$6.17K -42 -24%
MAM
3437
Marquette Asset Management
Minnesota
$19.2K – – –
AF
3438
Abound Financial
California
$18.8K +$19.2K +131 New
PP
3439
Paladin Partners
Wisconsin
$18.5K +$19K +129 New
TPBG
3440
Turning Point Benefit Group
Maryland
$17.9K -$882 -6 -5%
NIM
3441
Nexus Investment Management
Ontario, Canada
$17.9K – – –
FC
3442
Family CFO
California
$17.9K +$18.4K +125 New
AEPWM
3443
Atlantic Edge Private Wealth Management
Florida
$17.5K – – –
KCM
3444
Key Capital Management
Tennessee
$17.5K +$17.9K +122 New
NWM
3445
Nova Wealth Management
Florida
$17.2K -$1.62K -11 -8%
BFS
3446
Bare Financial Services
Pennsylvania
$17.2K -$1.32K -9 -7%
PWS
3447
Peterson Wealth Services
Utah
$16.6K -$4.9M -33,345 -100%
1NWS
3448
1 North Wealth Services
Maryland
$16.2K – – –
PCM
3449
Penserra Capital Management
California
$16K -$882 -6 -5%
LWMI
3450
Legacy Wealth Management (Idaho)
Idaho
$15.8K +$3.53K +24 +28%
136 137
138
139 140