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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2601
MMA Asset Management
Pennsylvania
$400K +$149 +1 +0%
BWA
2602
BlueChip Wealth Advisors
Georgia
$400K -$10.1K -68 -2%
AM
2603
Atwater Malick
Pennsylvania
$400K – – –
WCWM
2604
Willow Creek Wealth Management
California
$399K -$447 -3 -0.1%
EWM
2605
Elevatus Welath Management
New York
$399K -$2.53K -17 -0.6%
MAWA
2606
Moss Adams Wealth Advisors
Washington
$399K +$64.7K +435 +20%
TWM
2607
Topsail Wealth Management
North Carolina
$398K +$187K +1,256 +90%
BWM
2608
Birchcreek Wealth Management
Ohio
$398K -$59.4K -399 -13%
HBS
2609
Howard Bailey Securities
Indiana
$397K -$103K -691 -21%
TFA
2610
Trinity Financial Advisors
Ohio
$397K -$744 -5 -0.2%
DC
2611
DeDora Capital
California
$396K -$58.3K -392 -13%
BDFN
2612
Bond & Devick Financial Network
Minnesota
$396K +$62.5K +420 +19%
LK
2613
Lumbard & Kellner
New Hampshire
$396K – – –
VC
2614
Veracity Capital
Georgia
$395K -$5.06K -34 -1%
TAM
2615
Tucker Asset Management
Colorado
$395K -$19.2K -129 -5%
BBA
2616
Braun-Bostich & Associates
Pennsylvania
$395K +$4.02K +27 +1%
CRI
2617
Colonial River Investments
Virginia
$394K -$189K -1,268 -33%
GA
2618
Goldstein Advisors
Wisconsin
$394K -$24.4K -164 -6%
WFMPM
2619
Woodley Farra Manion Portfolio Management
Indiana
$393K -$1.17M -7,859 -75%
PWP
2620
Perfromance Wealth Partners
Illinois
$393K – – –
CMAI
2621
Capital Management Associates Inc
Minnesota
$393K +$390K +2,618 New
MWPCG
2622
Measured Wealth Private Client Group
New Hampshire
$392K -$58.2K -391 -13%
ALAM
2623
Asahi Life Asset Management
Japan
$392K – – –
BTD
2624
BankPlus Trust Department
Mississippi
$392K -$625K -4,202 -62%
RF
2625
Robinswood Financial
Washington
$391K +$17.3K +116 +5%
103 104
105
106 107