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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
2451
JCIC Asset Management
Ontario, Canada
$66K -$8.57K -65 -12%
CCM
2452
Copeland Capital Management
Pennsylvania
$66K – – –
MAWCM
2453
Mine & Arao Wealth Creation & Management
California
$66K +$264 +2 +0.4%
SFPG
2454
Stonebridge Financial Planning Group
Florida
$59K +$264 +2 +0.5%
WLPWM
2455
Walled Lake Planning & Wealth Management
Illinois
$55K -$12.9K -98 -19%
CMA
2456
Cedar Mountain Advisors
Oregon
$50K +$132 +1 +0.3%
SFG
2457
Sowa Financial Group
Rhode Island
$49K – – –
EI
2458
Ellevest Inc
New York
$49K +$28.6K +217 +145%
MIFH
2459
Migdal Insurance & Financial Holdings
Israel
$42K -$12.1K -92 -22%
RA
2460
Rational Advisors
New York
$40K -$513K -3,890 -93%
MAM
2461
Marquette Asset Management
Minnesota
$40K +$40.3K +306 New
CPA
2462
Cowen Prime Advisors
New York
$38K -$119K -900 -80%
RIA
2463
RPG Investment Advisory
California
$38K +$25.2K +191 +191%
MWA
2464
MFA Wealth Advisors
Pennsylvania
$37.5K +$37.4K +284 New
FFW
2465
Fusion Family Wealth
New York
$37K +$3.29K +25 +10%
EWA
2466
Evolution Wealth Advisors
Florida
$37K +$28.9K +219 +342%
GWMIA
2467
Global Wealth Management Investment Advisory
Florida
$36K -$923 -7 -3%
AWM
2468
Avondale Wealth Management
Texas
$33K – – –
MTCM
2469
Mint Tower Capital Management
Netherlands
$29K +$28.6K +217 New
LWS
2470
Lucia Wealth Services
California
$28K -$19.4K -147 -41%
SA
2471
SRH Advisors
Kansas
$26K -$13.2K -100 -33%
CFD
2472
Creative Financial Designs
Indiana
$26K +$26.4K +200 New
RWG
2473
Regal Wealth Group
California
$24K +$8.7K +66 +58%
DWA
2474
Dougherty Wealth Advisers
Minnesota
$22K – – –
SQA
2475
Simon Quick Advisors
New Jersey
$22K – – –
97 98
99
100 101