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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2501
Coho Partners
Pennsylvania
$522K +$243K +1,463 +91%
PCIG
2502
Partners Capital Investment Group
Massachusetts
$519K -$112K -675 -18%
JAFL
2503
Jay A. Fishman Ltd
Michigan
$518K – – –
AWAU
2504
Alliance Wealth Advisors (Utah)
Utah
$518K -$3.98K -24 -0.8%
OIS
2505
Okabena Investment Services
Minnesota
$518K +$505K +3,047 New
AT
2506
Avalon Trust
New Mexico
$517K +$43.8K +264 +9%
EWM
2507
Edge Wealth Management
New York
$516K -$428K -2,580 -46%
WF
2508
Wayfinding Financial
Washington
$516K -$53.1K -320 -10%
DC
2509
DeDora Capital
California
$515K -$13.3K -80 -3%
CFG
2510
Cooper Financial Group
California
$514K -$76.8K -463 -13%
TBWA
2511
Three Bridge Wealth Advisors
California
$514K -$1.49K -9 -0.3%
AIM
2512
Allen Investment Management
New York
$513K +$10.1K +61 +2%
AWM
2513
Aprio Wealth Management
Georgia
$513K +$118K +712 +31%
SCM
2514
Sage Capital Management
New Jersey
$510K +$498K +3,005 New
GAM
2515
GEM Asset Management
Michigan
$510K – – –
RVPG
2516
Relative Value Partners Group
$509K -$16.3K -98 -3%
RB
2517
Renasant Bank
Mississippi
$506K +$8.96K +54 +2%
NWM
2518
Northwest Wealth Management
Iowa
$506K +$18.4K +111 +4%
DB
2519
Dravo Bay
Delaware
$506K +$10.6K +64 +2%
SPL
2520
Smart Portfolios LLC
Washington
$506K +$491K +2,963 New
NRC
2521
New Republic Capital
North Carolina
$505K +$38K +229 +8%
IIA
2522
Integral Investment Advisors
California
$505K +$60.4K +364 +14%
DBRC
2523
D.B. Root & Company
Pennsylvania
$505K +$58.7K +354 +14%
ACM
2524
Arcataur Capital Management
Wisconsin
$504K -$2.49K -15 -0.5%
BWP
2525
Barlow Wealth Partners
Kentucky
$504K +$492K +2,966 New
99 100
101
102 103