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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2326
QP Wealth Management
New Jersey
$332K – – –
BHB
2327
Bank Hapoalim BM
Israel
$332K +$322K +2,345 New
WDG
2328
Wealth Dimensions Group
Ohio
$329K – – –
5L
2329
55I LLC
Massachusetts
$329K +$319K +2,327 New
TWM
2330
Tradition Wealth Management
Minnesota
$328K -$58.7K -428 -16%
AFS
2331
Axiom Financial Strategies
Indiana
$328K +$9.74K +71 +3%
VFM
2332
Vivid Financial Management
California
$328K +$68.6K +500 +27%
AWM
2333
Atticus Wealth Management
Florida
$327K -$44.2K -322 -12%
LOAME
2334
Lombard Odier Asset Management (Europe)
United Kingdom
$326K -$1.99M -14,510 -86%
TCB
2335
Texas Capital Bancshares
Texas
$324K – – –
BWA
2336
Beam Wealth Advisors
Louisiana
$324K +$24K +175 +8%
QCM
2337
Quest Capital Management
Texas
$323K -$24.8K -181 -7%
HA
2338
HYA Advisors
Missouri
$323K – – –
BBA
2339
Braun-Bostich & Associates
Pennsylvania
$320K +$40.1K +292 +15%
MWM
2340
Mascoma Wealth Management
New Hampshire
$320K +$103K +754 +50%
WFA
2341
Wade Financial Advisory
California
$319K -$13.7K -100 -4%
TAM
2342
Townsend Asset Management
North Carolina
$319K +$823 +6 +0.3%
HP
2343
HT Partners
Connecticut
$318K – – –
RWB
2344
RMR Wealth Builders
New Jersey
$318K +$102K +740 +49%
PWMG
2345
Prestige Wealth Management Group
New Jersey
$317K +$8.64K +63 +3%
LF
2346
LifeSteps Financial
California
$315K +$137 +1 +0%
TCM
2347
TD Capital Management
Tennessee
$315K +$13.7K +100 +5%
WAS
2348
Wealth Advisory Solutions
Indiana
$314K -$270K -1,965 -47%
DWP
2349
Destiny Wealth Partners
Florida
$314K -$262K -1,906 -46%
TIA
2350
Tiemann Investment Advisors
California
$314K +$16.1K +117 +6%
92 93
94
95 96