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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3526
DHJJ Financial Advisors
Illinois
$10.3K – – –
TLFA
3527
True Link Financial Advisors
California
$10.1K -$320K -2,052 -97%
IPS
3528
Investors Portfolio Services
Washington
$10.1K +$935 +6 +10%
NWS
3529
Nvest Wealth Strategies
Ohio
$9.32K – – –
JFG
3530
JDM Financial Group
Texas
$9.32K – – –
AI
3531
Atomic Invest
New York
$9.2K -$7.32K -47 -44%
FG
3532
Fairman Group
Pennsylvania
$9.01K – – –
IWS
3533
Intentional Wealth Strategies
Colorado
$8.7K +$8.73K +56 New
T
3534
Transce3nd
Texas
$7.76K -$1.25K -8 -14%
TCA
3535
Trifecta Capital Advisors
Illinois
$7.76K – – –
FLP
3536
Financial Life Planners
Arizona
$7.76K +$7.79K +50 New
TAR
3537
Trask Adam Roland
$7.76K +$7.79K +50 New
GAG
3538
Goodman Advisory Group
Massachusetts
$6.83K – – –
SI
3539
Sapience Investments
California
$6.21K +$6.23K +40 New
DCM
3540
Davis Capital Management
Florida
$6.06K +$935 +6 +18%
CM
3541
Capula Management
Cayman Islands
$5.28K -$418K -2,683 -99%
MSWM
3542
Mowery & Schoenfeld Wealth Management
Illinois
$5.28K -$30.7K -197 -85%
CNBT
3543
Cornerstone National Bank & Trust
Illinois
$5.1K – – –
WPWM
3544
Western Pacific Wealth Management
Illinois
$4.66K – – –
HIA
3545
HFM Investment Advisors
New Jersey
$4.19K -$3.12K -20 -43%
PRAG
3546
Portfolio Resources Advisor Group
Florida
$4.04K -$623 -4 -13%
CF
3547
Collier Financial
Colorado
$3.88K – – –
PWMG
3548
Private Wealth Management Group
New Jersey
$3.42K – – –
SC
3549
Steph & Co
Wisconsin
$3.26K – – –
PSFG
3550
Park Square Financial Group
Georgia
$3.26K +$3.27K +21 New
140 141
142
143 144