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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2476
Summit Financial Strategies
Ohio
$395K -$31.1K -185 -7%
LNWTC
2477
Laird Norton Wetherby Trust Company
Washington
$394K -$693K -4,118 -63%
SMA
2478
Sage Mountain Advisors
Georgia
$393K -$7.74K -46 -2%
CWM
2479
Circle Wealth Management
New Jersey
$393K -$842 -5 -0.2%
AFS
2480
Axiom Financial Strategies
Indiana
$393K – – –
QWM
2481
QP Wealth Management
New Jersey
$392K – – –
PM
2482
Phraction Management
Connecticut
$391K -$1.29M -7,671 -77%
FAG
2483
Fortitude Advisory Group
Washington
$391K -$115K -684 -23%
HC
2484
HNP Capital
New York
$391K -$35.9K -213 -8%
VRM
2485
Vectors Research Management
New York
$391K -$35.9K -213 -8%
RP
2486
Rowlandmiller & Partners
Georgia
$390K – – –
I2I
2487
Insight 2811 Inc
Illinois
$389K +$33K +196 +9%
WPW
2488
Warther Private Wealth
Ohio
$388K +$4.38K +26 +1%
SAM
2489
Secure Asset Management
Michigan
$388K +$17.7K +105 +5%
WAC
2490
William Allan Corp
Colorado
$387K – – –
RWA
2491
Redhawk Wealth Advisors
Minnesota
$387K +$7.58K +45 +2%
KLI
2492
Kelman-Lazarov Inc
Tennessee
$386K -$8.42K -50 -2%
HWA
2493
HHM Wealth Advisors
Tennessee
$385K +$16.3K +97 +4%
HWAM
2494
Hennion & Walsh Asset Management
New Jersey
$383K -$156K -926 -29%
AW
2495
Apricus Wealth
South Carolina
$383K -$60.6K -360 -14%
CSWG
2496
Cardinal Strategic Wealth Guidance
Kentucky
$383K -$15.2K -90 -4%
AM
2497
Atwater Malick
Pennsylvania
$382K +$4.71K +28 +1%
BFA
2498
Beacon Financial Advisory
Ohio
$382K +$41.2K +245 +12%
CIA
2499
Cascade Investment Advisors
Oregon
$382K – – –
3F
2500
360 Financial
Minnesota
$381K +$159K +946 +73%
98 99
100
101 102