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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2526
Marco Investment Management
Georgia
$382K – – –
CPC
2527
Consolidated Planning Corp
Georgia
$381K -$41.8K -310 -10%
HWA
2528
HHM Wealth Advisors
Tennessee
$381K -$24.5K -182 -6%
SSC
2529
Syverson Strege & Co
Iowa
$381K +$179K +1,329 +85%
WWC
2530
Waypoint Wealth Counsel
Georgia
$381K +$388K +2,884 New
CFGA
2531
Cambridge Financial Group (Arizona)
Arizona
$380K -$94.3K -700 -20%
AWA
2532
Alaska Wealth Advisors
Alaska
$380K +$13.3K +99 +4%
SIG
2533
Spinnaker Investment Group
California
$379K -$8.89K -66 -2%
HS
2534
Horan Securities
United States
$379K -$3.37K -25 -0.9%
SCM
2535
Sage Capital Management
New Jersey
$379K +$1.75K +13 +0.5%
ML
2536
McAdam LLC
Pennsylvania
$378K -$18.1K -134 -4%
PTC
2537
Philadelphia Trust Company
Pennsylvania
$378K -$2.69K -20 -0.7%
BI
2538
Bolthouse Investments
California
$378K -$169K -1,256 -31%
MFGM
2539
Marshall Financial Group (Maryland)
Maryland
$378K -$16.4K -122 -4%
DW30
2540
Drucker Wealth 3.0
New Jersey
$377K -$12.8K -95 -3%
SCA
2541
Sulzberger Capital Advisors
Florida
$376K – – –
RWA
2542
Redhawk Wealth Advisors
Minnesota
$376K -$20.9K -155 -5%
RIM
2543
RW Investment Management
Idaho
$374K -$40K -297 -9%
AW
2544
Alteri Wealth
California
$373K -$395K -2,933 -51%
RA
2545
Ruggaard & Associates
Ohio
$373K -$3.37K -25 -0.9%
AFIA
2546
America First Investment Advisors
Nebraska
$372K -$1.89K -14 -0.5%
SMA
2547
Seven Mile Advisory
New Jersey
$372K +$36.2K +269 +11%
RCIM
2548
Red Cedar Investment Management
Michigan
$371K – – –
BBA
2549
Braun-Bostich & Associates
Pennsylvania
$371K +$24K +178 +7%
TC
2550
TAGStone Capital
North Carolina
$371K +$3.1K +23 +0.9%
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