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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2651
Flaharty Asset Management
Florida
$294K +$80.5K +478 +37%
SC
2652
Sierra Capital
Florida
$293K -$168 -1 -0.1%
GWM
2653
Gray Wealth Management
Maine
$293K +$25.1K +149 +9%
BWM
2654
BigSur Wealth Management
Florida
$292K – – –
FCFC
2655
First Citizens Financial Corp
Iowa
$292K – – –
WMA
2656
Wealth Management Associates
New Jersey
$292K +$168 +1 +0.1%
ACA
2657
Atlas Capital Advisors
Wyoming
$291K +$33.7K +200 +13%
TA
2658
Trellis Advisors
Washington
$290K +$36.5K +217 +14%
TA
2659
TruWealth Advisors
Louisiana
$290K +$83.2K +494 +40%
RWI
2660
Red Wave Investments
Pennsylvania
$289K -$4.21K -25 -1%
GAM
2661
Gemmer Asset Management
California
$289K – – –
FNC
2662
First National Corp
Massachusetts
$289K +$842 +5 +0.3%
LRWA
2663
Long Run Wealth Advisors
New York
$289K +$55.6K +330 +23%
SW
2664
Solidarity Wealth
Utah
$288K -$455K -2,700 -62%
PCMF
2665
Private Capital Management (Florida)
Florida
$288K -$2.69K -16 -0.9%
FWM
2666
Fingerlakes Wealth Management
New York
$286K -$9.09K -54 -3%
CA
2667
Cortland Associates
Missouri
$286K – – –
CCIA
2668
Campbell & Co Investment Adviser
Maryland
$286K +$289K +1,715 New
NEWAS
2669
N.E.W. Advisory Services
Wisconsin
$286K +$289K +1,715 New
AA
2670
AlphaMark Advisors
Kentucky
$285K – – –
KBFS
2671
Kohmann Bosshard Financial Services
Ohio
$284K -$58.4K -347 -17%
UL
2672
Unionview LLC
Washington
$284K – – –
SFCL
2673
Strengthening Families & Communities LLC
Massachusetts
$284K +$28.4K +169 +11%
KFS
2674
Kelly Financial Services
Massachusetts
$284K +$673 +4 +0.2%
GA
2675
Greenspring Advisors
Maryland
$283K -$24.2K -144 -8%
105 106
107
108 109