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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2651
Paragon Capital Management (Colorado)
Colorado
$368K – – –
SFP
2652
Sandbox Financial Partners
Maryland
$367K -$151K -862 -30%
CA
2653
Centerpoint Advisors
Massachusetts
$367K +$37.9K +217 +12%
LBWM
2654
Left Brain Wealth Management
Illinois
$366K +$32.9K +188 +11%
JWM
2655
Janiczek Wealth Management
Colorado
$366K -$65.7K -376 -16%
MM
2656
Meridian Management
Arkansas
$366K +$6.99K +40 +2%
CW
2657
Channel Wealth
California
$366K +$350K +2,005 New
AW
2658
Apricus Wealth
South Carolina
$365K +$31.3K +179 +10%
KA
2659
Kercheville Advisors
Texas
$365K -$87.4K -500 -20%
GIM
2660
Guild Investment Management
California
$365K -$1.05K -6 -0.3%
MIA
2661
MMBG Investment Advisors
Florida
$365K – – –
WC
2662
Whitney & Co
New York
$365K – – –
ACA
2663
Affinity Capital Advisors
California
$364K -$8.74K -50 -2%
HA
2664
Harfst & Associates
Wyoming
$363K – – –
GCP
2665
Gill Capital Partners
Colorado
$363K – – –
CIA
2666
Cascade Investment Advisors
Oregon
$363K -$52.4K -300 -13%
SAM
2667
Sompo Asset Management
Japan
$363K +$59.4K +340 +21%
CWA
2668
Cornerstone Wealth Advisors
Minnesota
$363K -$8.74K -50 -2%
LNWTC
2669
Laird Norton Wetherby Trust Company
Washington
$362K – – –
WAOI
2670
Wealth Advisors of Iowa
Iowa
$361K +$524 +3 +0.2%
MCA
2671
Millennium Capital Advisors
Arkansas
$361K +$17.5K +100 +5%
RWM
2672
Rench Wealth Management
Texas
$361K +$2.27K +13 +0.7%
JPMIA
2673
J.P. Marvel Investment Advisors
Massachusetts
$358K – – –
HA
2674
HFG Advisors
Ohio
$358K – – –
IAM
2675
Innovis Asset Management
Illinois
$357K – – –
105 106
107
108 109