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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3501
Clark Wealth Partners
Illinois
$15.7K -$312 -2 -2%
SSG
3502
Summit Securities Group
New York
$15.5K -$625K -4,013 -98%
NWM
3503
Nova Wealth Management
Florida
$15.5K -$3.12K -20 -17%
AIS
3504
Advocate Investing Services
Maryland
$15.5K – – –
SR
3505
Syntax Research
Florida
$15.5K – – –
ICCON
3506
Investment Counsel Company of Nevada
Nevada
$14.4K +$14.5K +93 New
PS
3507
PayPay Securities
Japan
$13.9K -$2.49K -16 -15%
ORAM
3508
One River Asset Management
Connecticut
$13.8K -$267K -1,711 -95%
MCA
3509
Midwest Capital Advisors
Michigan
$13K +$156 +1 +1%
SC
3510
Swan Capital
Florida
$12.6K -$3.12K -20 -20%
RG
3511
RHL Group
Michigan
$12.3K +$12.2K +78 +7,800%
TM
3512
Torren Management
California
$11.6K -$88.7K -569 -88%
CIM
3513
Contravisory Investment Management
Massachusetts
$11.5K +$11.5K +74 New
CI
3514
Clal Insurance
Israel
$11K -$935 -6 -8%
DFA
3515
DHJJ Financial Advisors
Illinois
$10.3K – – –
TLFA
3516
True Link Financial Advisors
California
$10.1K -$320K -2,052 -97%
IPS
3517
Investors Portfolio Services
Washington
$10.1K +$935 +6 +10%
NWS
3518
Nvest Wealth Strategies
Ohio
$9.32K – – –
JFG
3519
JDM Financial Group
Texas
$9.32K – – –
FG
3520
Fairman Group
Pennsylvania
$9.01K – – –
IWS
3521
Intentional Wealth Strategies
Colorado
$8.7K +$8.73K +56 New
T
3522
Transce3nd
Texas
$7.76K -$1.25K -8 -14%
TCA
3523
Trifecta Capital Advisors
Illinois
$7.76K – – –
FLP
3524
Financial Life Planners
Arizona
$7.76K +$7.79K +50 New
TAR
3525
Trask Adam Roland
$7.76K +$7.79K +50 New
139 140
141
142 143