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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWA
3426
Sarver Vrooman Wealth Advisors
Missouri
$56.1K +$2.49K +16 +5%
PL
3427
Protective Life
Alabama
$55.6K +$55.8K +358 New
IRAG
3428
Investment Research & Advisory Group
Georgia
$55.4K +$312 +2 +0.6%
RWM
3429
Raffa Wealth Management
District of Columbia
$55K +$11.1K +71 +25%
BCM
3430
Basso Capital Management
Connecticut
$54.7K – – –
YAL
3431
Your Advocates Ltd
Texas
$54.2K +$467 +3 +0.9%
RWM
3432
RMG Wealth Management
Wisconsin
$54.1K +$7.48K +48 +15%
AF
3433
Align Financial
Minnesota
$53.6K -$7.66M -49,169 -99%
DF
3434
Dunhill Financial
United Kingdom
$53.3K -$24.6K -158 -32%
CW
3435
Curio Wealth
Maryland
$53.1K +$1.56K +10 +3%
BHWM
3436
Bay Harbor Wealth Management
Maryland
$50.4K +$36.9K +237 +272%
SRCM
3437
Signature Resources Capital Management
California
$50.3K -$623 -4 -1%
SWP
3438
SIMA Wealth Partners
Virginia
$49.7K +$39K +250 +357%
HC
3439
Hurley Capital
New York
$49.4K +$5.3K +34 +12%
HIMS
3440
Hager Investment Management Services
New Hampshire
$48.8K -$6.86K -44 -12%
CMA
3441
Cedar Mountain Advisors
Oregon
$47.2K +$4.52K +29 +11%
SC
3442
Stance Capital
Massachusetts
$47.1K +$47.2K +303 New
WA
3443
Whipplewood Advisors
Colorado
$46.1K +$21.2K +136 +84%
PCFFS
3444
Pacific Center for Financial Services
California
$42.9K +$467 +3 +1%
3FI
3445
3 Factor Indexing
California
$41.9K +$42.1K +270 New
HWP
3446
Highline Wealth Partners
California
$41.9K +$3.12K +20 +8%
VERPA
3447
Virginia Estate & Retirement Planning Advisors
Virginia
$40.4K +$40.5K +260 New
1M
3448
1248 Management
Missouri
$40.2K – – –
JGCM
3449
Joseph Group Capital Management
Ohio
$40.1K +$16.8K +108 +72%
ACM
3450
Anfield Capital Management
California
$39.3K +$25.7K +165 +188%
136 137
138
139 140