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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
2301
Platte River Wealth Advisors
Colorado
$673K +$158K +955 +32%
KWM
2302
KFG Wealth Management
Indiana
$671K -$3.98K -24 -0.6%
FC
2303
Financial Council
Maryland
$670K -$5.31K -32 -0.8%
PWMG
2304
Prestige Wealth Management Group
New Jersey
$669K -$55.1K -332 -8%
CWMGP
2305
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$669K +$215K +1,296 +49%
GSC
2306
Ground Swell Capital
South Carolina
$667K -$488K -2,945 -43%
CFS
2307
Commonwealth Financial Services
West Virginia
$667K -$20.9K -126 -3%
HIIFS
2308
Harel Insurance Investments & Financial Services
Israel
$664K -$142K -854 -18%
PTC
2309
Philadelphia Trust Company
Pennsylvania
$663K +$4.97K +30 +0.8%
CFO
2310
CVA Family Office
Colorado
$662K -$85.4K -515 -12%
BW
2311
BIP Wealth
Georgia
$662K +$205K +1,234 +46%
FH
2312
FWG Holdings
Florida
$662K +$75.3K +454 +13%
BAAM
2313
Baker Avenue Asset Management
California
$661K +$146K +883 +29%
SFS
2314
Security Financial Services
Indiana
$659K +$15.9K +96 +3%
AAP
2315
Arax Advisory Partners
Colorado
$659K -$27K -163 -4%
TA
2316
Townsend & Associates
Colorado
$659K +$498 +3 +0.1%
TFA
2317
Transamerica Financial Advisors
Florida
$658K -$364K -2,196 -36%
P
2318
&Partners
Tennessee
$657K +$408K +2,462 +178%
LL
2319
LWMG LLC
Minnesota
$657K +$9.45K +57 +1%
SWM
2320
Silverlake Wealth Management
Vermont
$656K -$14.3K -86 -2%
CBT
2321
Central Bank & Trust
Kentucky
$656K +$120K +724 +23%
RFA
2322
Register Financial Advisors
Georgia
$656K +$94.5K +570 +17%
PDL
2323
Portfolio Design Labs
California
$653K +$638K +3,845 New
CISOA
2324
Capital Investment Services of America
Wisconsin
$653K +$5.8K +35 +0.9%
RWPA
2325
Richard W. Paul & Associates
Michigan
$652K +$5.47K +33 +0.9%
91 92
93
94 95