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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2276
Legacy Wealth Asset Management
Minnesota
$672K -$2.76K -16 -0.4%
CIS
2277
Custom Index Systems
New York
$672K +$212K +1,229 +43%
AR
2278
Apeiron RIA
Texas
$669K +$46.3K +268 +7%
CFO
2279
CVA Family Office
Colorado
$668K +$33K +191 +5%
BCM
2280
Brasada Capital Management
Texas
$665K -$103K -597 -13%
JFA
2281
JNBA Financial Advisors
Minnesota
$664K -$2.59K -15 -0.4%
CFIA
2282
Cantor Fitzgerald Investment Advisors
New York
$663K +$53.7K +311 +8%
LIA
2283
LBMC Investment Advisors
Tennessee
$663K +$3.28K +19 +0.5%
SFS
2284
Security Financial Services
Indiana
$662K +$12.3K +71 +2%
LFA
2285
Laraway Financial Advisors
Minnesota
$661K +$173 +1 +0%
NRG
2286
Nemes Rush Group
Michigan
$660K -$75.9K -440 -10%
CC
2287
Cadinha & Co
Hawaii
$660K – – –
PWMG
2288
Prestige Wealth Management Group
New Jersey
$659K +$26.1K +151 +4%
RFA
2289
Register Financial Advisors
Georgia
$658K +$12.6K +73 +2%
PWA
2290
Primoris Wealth Advisors
Florida
$656K -$664K -3,848 -49%
RC
2291
Rovin Capital
Arizona
$656K +$323K +1,869 +89%
EA
2292
Everpar Advisors
Oklahoma
$655K +$168K +972 +32%
CWM
2293
Castle Wealth Management
Florida
$655K +$26.4K +153 +4%
VC
2294
Vicus Capital
Pennsylvania
$654K +$67.5K +391 +11%
AA
2295
Apriem Advisors
California
$654K +$5K +29 +0.7%
GCM
2296
Gables Capital Management
Florida
$652K – – –
TBWA
2297
Three Bridge Wealth Advisors
California
$651K -$72K -417 -10%
AWAU
2298
Alliance Wealth Advisors (Utah)
Utah
$651K +$42.8K +248 +7%
FC
2299
Financial Council
Maryland
$650K – – –
OL
2300
Optas LLC
Texas
$648K -$220K -1,274 -24%
90 91
92
93 94