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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3451
Stance Capital
Massachusetts
$47.1K +$47.2K +303 New
WA
3452
Whipplewood Advisors
Colorado
$46.1K +$21.2K +136 +84%
WAU
3453
Wellington-Altus USA
Manitoba, Canada
$45.9K +$10.1K +65 +24%
PCFFS
3454
Pacific Center for Financial Services
California
$42.9K +$467 +3 +1%
3FI
3455
3 Factor Indexing
California
$41.9K +$42.1K +270 New
HWP
3456
Highline Wealth Partners
California
$41.9K +$3.12K +20 +8%
VERPA
3457
Virginia Estate & Retirement Planning Advisors
Virginia
$40.4K +$40.5K +260 New
1M
3458
1248 Management
Missouri
$40.2K – – –
JGCM
3459
Joseph Group Capital Management
Ohio
$40.1K +$16.8K +108 +72%
ACM
3460
Anfield Capital Management
California
$39.3K +$25.7K +165 +188%
NF
3461
Napier Financial
Massachusetts
$38.8K +$39K +250 New
TFG
3462
Team Financial Group
California
$38.6K +$623 +4 +2%
RWS
3463
Retirement Wealth Solutions
Wisconsin
$38.4K -$37.4K -240 -49%
FFA
3464
Frazier Financial Advisors
Ohio
$37.9K – – –
OCM
3465
Osterweis Capital Management
California
$35.7K – – –
FA
3466
Financial Avengers
California
$35.5K -$5.3K -34 -13%
MWC
3467
MBM Wealth Consultants
Missouri
$35.4K +$35.5K +228 New
TWM
3468
Tripletail Wealth Management
Florida
$34.9K -$2.96K -19 -8%
VWM
3469
Vermillion Wealth Management
Minnesota
$33.7K +$16.8K +108 +99%
CAM
3470
Clarity Asset Management
Iowa
$33.7K -$3.12K -20 -8%
APW
3471
Atlantic Private Wealth
North Carolina
$33.4K -$15.6K -100 -32%
SIM
3472
Synergy Investment Management
Florida
$33.2K +$33.3K +214 New
NA
3473
Networth Advisors
Pennsylvania
$32.1K +$31.2K +200 +2,857%
HIC
3474
Hamrick Investment Counsel
Washington
$31.1K – – –
MASM
3475
MH & Associates Securities Management
California
$31.1K – – –
137 138
139
140 141