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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2576
Tacita Capital
Ontario, Canada
$337K – – –
PCMC
2577
Paragon Capital Management (Colorado)
Colorado
$336K -$5.39K -32 -2%
IP
2578
Ignite Planners
California
$336K +$22.4K +133 +7%
RC
2579
Rovin Capital
Arizona
$336K +$23.6K +140 +7%
SN
2580
Sittner & Nelson
Oregon
$334K – – –
GPWA
2581
Great Point Wealth Advisors
Massachusetts
$333K -$53.9K -320 -14%
MIA
2582
MMBG Investment Advisors
Florida
$333K – – –
ST
2583
Sageworth Trust
Pennsylvania
$333K +$219K +1,299 +186%
CC
2584
Commons Capital
Massachusetts
$332K -$3.87K -23 -1%
HA
2585
Harfst & Associates
Wyoming
$332K – – –
VCM
2586
Vision Capital Management
Oregon
$332K – – –
BCM
2587
Bluefin Capital Management
New York
$331K +$9.26K +55 +3%
SEIA
2588
Signature Estate & Investment Advisors
California
$331K +$20K +119 +6%
RWM
2589
Rench Wealth Management
Texas
$330K +$8.75K +52 +3%
WC
2590
Whitney & Co
New York
$330K +$16.8K +100 +5%
JPMIA
2591
J.P. Marvel Investment Advisors
Massachusetts
$328K – – –
DI
2592
Diligent Investors
California
$328K +$26.8K +159 +9%
MM
2593
Meridian Management
Arkansas
$327K – – –
RGF
2594
Retirement Guys Formula
Ohio
$326K +$57.6K +342 +21%
DA
2595
Doliver Advisors
Texas
$325K -$95.5K -567 -23%
BAM
2596
Bellevue Asset Management
Washington
$325K +$337 +2 +0.1%
PDM
2597
Penn Davis McFarland
Texas
$325K +$7.91K +47 +2%
TCPWM
2598
Traverso Chambers Private Wealth Management
California
$323K +$337 +2 +0.1%
HIP
2599
HUB Investment Partners
Texas
$323K +$2.86K +17 +0.9%
BWM
2600
Benchmark Wealth Management
Connecticut
$322K – – –
102 103
104
105 106