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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
2551
Hickory Point Bank & Trust
Illinois
$452K +$487K +2,970 New
RFP
2552
Root Financial Partners
California
$451K +$486K +2,969 New
CWMGO
2553
Capstone Wealth Management Group (Oregon)
Oregon
$451K +$485K +2,963 New
PWA
2554
Prairie Wealth Advisors
Nebraska
$450K -$39.2K -239 -7%
AAB
2555
ABN AMRO Bank
Netherlands
$450K -$43.7M -266,534 -99%
DFG
2556
Dupree Financial Group
Kentucky
$449K +$2.95K +18 +0.6%
SPW
2557
Sonoma Private Wealth
California
$449K +$484K +2,953 New
EFG
2558
Embree Financial Group
Illinois
$449K -$2.79K -17 -0.6%
TWM
2559
Thrive Wealth Management
Pennsylvania
$449K -$77.8K -475 -14%
DB
2560
Dravo Bay
Delaware
$449K +$83.6K +510 +21%
HS
2561
Horan Securities
United States
$448K -$10.8K -66 -2%
ACM
2562
Arcataur Capital Management
Wisconsin
$448K – – –
SHGA
2563
Sand Hill Global Advisors
California
$448K -$121K -740 -20%
HWA
2564
HHM Wealth Advisors
Tennessee
$447K +$154K +938 +47%
TCOK
2565
Trust Company of Kansas
Kansas
$447K -$426K -2,603 -47%
GCM
2566
G2 Capital Management
Ohio
$447K – – –
ICP
2567
Impact Capital Partners
Colorado
$446K +$481K +2,936 New
WA
2568
Wealth Architects
California
$445K -$161K -980 -25%
FBT
2569
First Bank & Trust
South Dakota
$443K +$283K +1,725 +145%
BFG
2570
Bouchey Financial Group
New York
$442K +$27.4K +167 +6%
AA
2571
Alesco Advisors
New York
$442K +$17.5K +107 +4%
BOSSRA
2572
B.O.S.S. Retirement Advisors
Utah
$442K -$4.07M -24,846 -90%
AP
2573
Adero Partners
California
$442K -$96.5K -589 -17%
SFI
2574
SPC Financial Inc
Maryland
$441K -$21.3K -130 -4%
RA
2575
Ruggaard & Associates
Ohio
$441K -$16.1K -98 -3%
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