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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2526
McRae Capital Management
New Jersey
$395K -$202K -1,350 -32%
HFRG
2527
Houlihan Financial Resource Group
Virginia
$395K -$26.2K -175 -6%
BTWM
2528
Baker Tilly Wealth Management
Wisconsin
$395K -$56.1K -375 -11%
BI
2529
Bolthouse Investments
California
$394K +$7.63K +51 +2%
PWA
2530
Pitcairn Wealth Advisors
Pennsylvania
$394K +$299 +2 +0.1%
SIAG
2531
Safeguard Investment Advisory Group
California
$394K +$199K +1,334 +85%
TWP
2532
Tenet Wealth Partners
Illinois
$394K +$421K +2,816 New
ZAM
2533
Zevin Asset Management
Massachusetts
$393K – – –
AA
2534
Alesco Advisors
New York
$393K -$4.49K -30 -1%
VAG
2535
VisionPoint Advisory Group
Texas
$392K -$2.39K -16 -0.5%
MPPHD
2536
Maloon Powers Pitre Higgins & Dennehy
California
$392K +$433K +2,896 New
CG
2537
Clifford Group
Massachusetts
$391K +$2.09K +14 +0.5%
AFC
2538
AFT Forsyth & Company
Florida
$391K -$101K -675 -19%
MWP
2539
Madison Wealth Partners
Wisconsin
$391K +$21.1K +141 +5%
MWM
2540
Mosley Wealth Management
California
$390K +$198K +1,324 +85%
BWM
2541
BlackDiamond Wealth Management
New York
$390K +$33.2K +222 +9%
SFG
2542
Strive Financial Group
Indiana
$390K -$1.38M -9,230 -76%
OPW
2543
Oxler Private Wealth
New York
$390K +$4.34K +29 +1%
FNBOMD
2544
First National Bank of Mount Dora
Florida
$389K -$4.49K -30 -1%
LA
2545
LexAurum Advisors
Kansas
$388K +$2.99K +20 +0.7%
PIP
2546
Peachtree Investment Partners
Florida
$387K +$14.7K +98 +4%
CIA
2547
Caerus Investment Advisors
Texas
$387K -$380K -2,544 -47%
FFIC
2548
First Fiduciary Investment Counsel
Ohio
$387K +$89.7K +600 +27%
FA
2549
Faithward Advisors
Pennsylvania
$387K +$427K +2,855 New
TIA
2550
TCFG Investment Advisors
California
$386K +$8.52K +57 +2%
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