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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
2301
Fairvoy Private Wealth
Alabama
$516K -$1.05K -7 -0.2%
OE
2302
October Effect
Virginia
$516K – – –
GXJ
2303
Global X Japan
Japan
$516K -$42.9K -287 -7%
WG
2304
Winton Group
United Kingdom
$515K +$194K +1,300 +52%
MPW
2305
MASECO Private Wealth
$513K -$11.1K -74 -2%
WDL
2306
Well Done LLC
Michigan
$513K -$18.5K -124 -3%
CAC
2307
Certified Advisory Corp
Florida
$512K +$79.1K +529 +16%
PWM
2308
Pines Wealth Management
North Carolina
$512K -$5.68K -38 -1%
SI
2309
Seeds Investor
New York
$512K -$104K -694 -15%
I
2310
INVST
Indiana
$512K -$235K -1,574 -29%
TPCM
2311
Templeton & Phillips Capital Management
Tennessee
$511K +$276K +1,843 +95%
AF
2312
Aviso Financial
Ontario, Canada
$510K -$30.7M -205,609 -98%
SP
2313
Symmetry Partners
Connecticut
$510K -$78.4K -524 -12%
MBC
2314
Michael Brady & Co
Ohio
$508K +$41.3K +276 +8%
RFA
2315
Register Financial Advisors
Georgia
$507K +$13.2K +88 +2%
FC
2316
Farringdon Capital
United Kingdom
$507K +$559K +3,741 New
MCM
2317
Mill Capital Management
North Carolina
$506K -$19.4K -130 -3%
SWM
2318
Silverlake Wealth Management
Vermont
$506K +$65.3K +437 +13%
EWA
2319
Eagle Wealth Advisors
Connecticut
$506K +$109K +730 +24%
FCM
2320
Family Capital Management
Michigan
$505K +$22.3K +149 +4%
MM
2321
MQS Management
New York
$505K +$310K +2,073 +125%
OL
2322
OneFund LLC
Florida
$504K -$5.68K -38 -1%
GAA
2323
Global Assets Advisory
Florida
$503K -$67.4K -451 -11%
SWGC
2324
Summit Wealth Group (Colorado)
Colorado
$501K +$9.12K +61 +2%
CW
2325
Code Waechter
Florida
$500K -$2.84K -19 -0.5%
91 92
93
94 95