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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2576
Trilogy Capital
California
$335K +$80.8K +481 +32%
MIA
2577
MMBG Investment Advisors
Florida
$335K +$336K +2,000 New
HA
2578
Harfst & Associates
Wyoming
$333K – – –
VCM
2579
Vision Capital Management
Oregon
$333K – – –
EWA
2580
EverSource Wealth Advisors
Alabama
$332K -$141K -841 -30%
MCA
2581
Millennium Capital Advisors
Arkansas
$331K – – –
MM
2582
Meridian Management
Arkansas
$329K -$8.39K -50 -2%
HCM
2583
Howard Capital Management
Georgia
$329K – – –
JPMIA
2584
J.P. Marvel Investment Advisors
Massachusetts
$329K – – –
LOAMU
2585
Lombard Odier Asset Management (USA)
New York
$328K -$43K -256 -12%
BAM
2586
Bellevue Asset Management
Washington
$328K -$168 -1 -0.1%
AIP
2587
Ahrens Investment Partners
Louisiana
$328K – – –
BBA
2588
Braun-Bostich & Associates
Pennsylvania
$326K +$327K +1,947 New
TCPWM
2589
Traverso Chambers Private Wealth Management
California
$324K +$504 +3 +0.2%
MSR
2590
Main Street Research
Connecticut
$324K +$33.6K +200 +12%
BCM
2591
Bluefin Capital Management
New York
$323K -$969K -5,770 -75%
BWM
2592
Benchmark Wealth Management
Connecticut
$323K – – –
BBNB
2593
Baker Boyer National Bank
Washington
$322K -$145K -864 -31%
PO
2594
Private Ocean
California
$322K -$59.9K -357 -16%
RWM
2595
Rench Wealth Management
Texas
$322K -$53.9K -321 -14%
HIP
2596
HUB Investment Partners
Texas
$322K -$16.5K -98 -5%
RWA
2597
Redmont Wealth Advisors
Illinois
$322K +$77.7K +463 +32%
AWC
2598
Abundance Wealth Counselors
Pennsylvania
$322K +$323K +1,922 New
WOSD
2599
WFA of San Diego
California
$321K -$4.2K -25 -1%
TW
2600
Towerpoint Wealth
California
$321K +$839 +5 +0.3%
102 103
104
105 106