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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3451
Vermillion Wealth Management
Minnesota
$15.7K -$7.35K -50 -31%
CWM
3452
Cedar Wealth Management
California
$15.6K – – –
KI
3453
Keewaydin Investments
New York
$15.5K +$15.9K +108 New
AI
3454
Atomic Invest
New York
$15.3K +$15.6K +106 New
TLA
3455
Tanglewood Legacy Advisors
Texas
$15.1K – – –
BCPWM
3456
Bradley & Co Private Wealth Management
Florida
$15.1K – – –
HB
3457
Horizon Bancorp
Indiana
$15K – – –
PS
3458
PayPay Securities
Japan
$14.9K +$10.7K +73 +235%
CWP
3459
Clark Wealth Partners
Illinois
$14.8K – – –
BIM
3460
Breakwater Investment Management
Washington
$14.6K -$1.03K -7 -6%
SC
3461
Swan Capital
Florida
$14.6K +$2.94K +20 +25%
PW
3462
Pandora Wealth
Illinois
$14.5K – – –
DWS
3463
Dynamic Wealth Strategies
California
$14.4K -$52.2K -355 -78%
MHIP
3464
Mountain Hill Investment Partners
New Jersey
$14.4K – – –
SR
3465
Syntax Research
Florida
$14.4K – – –
AIS
3466
Advocate Investing Services
Maryland
$14.4K +$14.7K +100 New
GAMC
3467
Garner Asset Management Corp
Texas
$14.4K +$14.7K +100 New
EPG
3468
Estate Planners Group
Pennsylvania
$14K +$14.4K +98 New
PWA
3469
Provenance Wealth Advisors
Florida
$13.6K -$50K -340 -78%
ACM
3470
Anfield Capital Management
California
$12.6K -$2.79K -19 -18%
BHWM
3471
Bay Harbor Wealth Management
Maryland
$12.6K +$4.11K +28 +47%
PIS
3472
POM Investment Strategies
North Carolina
$12.2K – – –
PWA
3473
Principia Wealth Advisory
Texas
$12.2K +$1.18K +8 +10%
SFS
3474
Sunrise Financial Services
Washington
$11.9K +$12.2K +83 New
MCA
3475
Midwest Capital Advisors
Michigan
$11.9K – – –
137 138
139
140 141