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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2626
HHM Wealth Advisors
Tennessee
$306K -$75K -435 -19%
UBG
2627
United Bank (Georgia)
Georgia
$306K -$45K -261 -12%
NC
2628
NBW Capital
Massachusetts
$306K +$323K +1,874 New
RPSA
2629
Richard P. Slaughter Associates
Texas
$304K -$3.45K -20 -1%
HFG
2630
Heron Financial Group
New York
$304K – – –
ORC
2631
O'Rourke & Company
Massachusetts
$304K +$12.9K +75 +4%
AWM
2632
Aprio Wealth Management
Georgia
$304K +$14.5K +84 +5%
DU
2633
Delphia (USA)
Ontario, Canada
$303K -$344K -1,996 -52%
HCM
2634
Hollencrest Capital Management
California
$303K – – –
BBA
2635
Braun-Bostich & Associates
Pennsylvania
$303K +$6.38K +37 +2%
RF
2636
Resolute Financial
Massachusetts
$302K -$138K -800 -30%
BBNB
2637
Baker Boyer National Bank
Washington
$302K – – –
JHP
2638
James Hambro & Partners
United Kingdom
$301K -$6.89K -40 -2%
CBOR
2639
Community Bank of Raymore
Missouri
$301K – – –
GCWM
2640
Graham Capital Wealth Management
District of Columbia
$301K – – –
ACA
2641
Aspire Capital Advisors
Washington
$297K -$4.83K -28 -2%
TA
2642
Trellis Advisors
Washington
$297K +$12.9K +75 +4%
FI
2643
Financial Insights
Washington
$296K +$312K +1,810 New
UL
2644
Unionview LLC
Washington
$295K +$17.4K +101 +6%
CA
2645
Centerpoint Advisors
Massachusetts
$293K – – –
CA
2646
Cortland Associates
Missouri
$293K +$13.4K +78 +5%
LIM
2647
Lathrop Investment Management
Arkansas
$291K -$11.9K -69 -4%
RDFA
2648
Ritter Daniher Financial Advisory
Ohio
$291K -$3.1K -18 -1%
SW
2649
Solidarity Wealth
Utah
$290K -$6.03K -35 -2%
PC
2650
Port Capital
Illinois
$290K -$4.48K -26 -1%
104 105
106
107 108