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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
3501
Atlantic Edge Private Wealth Management
Florida
$18.9K – – –
PCM
3502
Penserra Capital Management
California
$18K – – –
PWS
3503
Peterson Wealth Services
Utah
$18K – – –
1NWS
3504
1 North Wealth Services
Maryland
$17.5K – – –
IWM
3505
IMG Wealth Management
Florida
$17.1K -$7.48K -48 -30%
KI
3506
Keewaydin Investments
New York
$16.8K – – –
SFS
3507
Sunrise Financial Services
Washington
$16.5K +$3.58K +23 +28%
BCPWM
3508
Bradley & Co Private Wealth Management
Florida
$16.3K – – –
TLA
3509
Tanglewood Legacy Advisors
Texas
$16.3K – – –
PWA
3510
Principia Wealth Advisory
Texas
$16K +$2.81K +18 +21%
VWA
3511
Valued Wealth Advisors
Utah
$15.8K +$6.23K +40 +65%
CWP
3512
Clark Wealth Partners
Illinois
$15.7K -$312 -2 -2%
SSG
3513
Summit Securities Group
New York
$15.5K -$625K -4,013 -98%
NWM
3514
Nova Wealth Management
Florida
$15.5K -$3.12K -20 -17%
AIS
3515
Advocate Investing Services
Maryland
$15.5K – – –
SR
3516
Syntax Research
Florida
$15.5K – – –
ICCON
3517
Investment Counsel Company of Nevada
Nevada
$14.4K +$14.5K +93 New
PS
3518
PayPay Securities
Japan
$13.9K -$2.49K -16 -15%
ORAM
3519
One River Asset Management
Connecticut
$13.8K -$267K -1,711 -95%
MCA
3520
Midwest Capital Advisors
Michigan
$13K +$156 +1 +1%
SC
3521
Swan Capital
Florida
$12.6K -$3.12K -20 -20%
RG
3522
RHL Group
Michigan
$12.3K +$12.2K +78 +7,800%
TM
3523
Torren Management
California
$11.6K -$88.7K -569 -88%
CIM
3524
Contravisory Investment Management
Massachusetts
$11.5K +$11.5K +74 New
CI
3525
Clal Insurance
Israel
$11K -$935 -6 -8%
139 140
141
142 143