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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2626
Rede Wealth
Virginia
$385K – – –
AI
2627
Atom Investors
Texas
$385K +$380K +2,130 New
SFA
2628
Source Financial Advisors
New York
$385K +$88.6K +497 +30%
WCWM
2629
Willow Creek Wealth Management
California
$384K -$106K -592 -22%
RC
2630
Rovin Capital
Arizona
$381K -$22.1K -124 -6%
HKAM
2631
Horizon Kinetics Asset Management
New York
$380K – – –
QWM
2632
QP Wealth Management
New Jersey
$380K -$44.4K -249 -11%
RIM
2633
RW Investment Management
Idaho
$379K +$374K +2,099 New
WWMSC
2634
Wagner Wealth Management (South Carolina)
South Carolina
$379K +$156K +872 +71%
BMM
2635
Buffington Mohr McNeal
Idaho
$379K – – –
AWM
2636
Aprio Wealth Management
Georgia
$378K +$41K +230 +12%
OCPWS
2637
One Charles Private Wealth Services
Massachusetts
$378K +$3.39K +19 +0.9%
WPA
2638
Winning Points Advisors
Florida
$378K – – –
BBA
2639
Braun-Bostich & Associates
Pennsylvania
$377K +$41K +230 +12%
OMC
2640
Overbrook Management Corp
New York
$376K – – –
OLVIG
2641
Oliver Lagore Vanvalin Investment Group
Michigan
$376K -$306K -1,714 -45%
HP
2642
HT Partners
Connecticut
$375K – – –
SFCL
2643
Strengthening Families & Communities LLC
Massachusetts
$375K +$23.5K +132 +7%
TC
2644
Titleist Capital
Texas
$375K +$3.75K +21 +1%
TLFA
2645
True Link Financial Advisors
California
$374K -$8.92K -50 -2%
OBGC
2646
O'Brien Greene & Co
Pennsylvania
$374K -$800K -4,485 -68%
CF
2647
Corrigan Financial
Rhode Island
$373K -$29.1K -163 -7%
BCM
2648
Bayesian Capital Management
New York
$373K +$368K +2,062 New
CCT
2649
Capital City Trust
Florida
$371K +$13.4K +75 +4%
MSR
2650
Main Street Research
Connecticut
$371K -$6.6K -37 -2%
104 105
106
107 108