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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2676
Janiczek Wealth Management
Colorado
$379K +$9.7K +52 +3%
OBWG
2677
Onyx Bridge Wealth Group
New York
$377K +$379K +2,033 New
MM
2678
Meridian Management
Arkansas
$377K +$5.22K +28 +1%
RC
2679
Rovin Capital
Arizona
$376K -$933 -5 -0.2%
BAM
2680
Bellevue Asset Management
Washington
$376K +$14.4K +77 +4%
TC
2681
Tacita Capital
Ontario, Canada
$375K – – –
MSR
2682
Main Street Research
Connecticut
$374K +$22K +118 +6%
PCMC
2683
Paragon Capital Management (Colorado)
Colorado
$374K – – –
SFP
2684
Sandbox Financial Partners
Maryland
$373K – – –
KFG
2685
Kingdom Financial Group
Arizona
$373K +$376K +2,013 New
JF
2686
JSF Financial
California
$372K -$18.7K -100 -5%
MWM
2687
Merriman Wealth Management
Washington
$372K +$9.7K +52 +3%
HKAM
2688
Horizon Kinetics Asset Management
New York
$371K -$37.3K -200 -9%
GIM
2689
Guild Investment Management
California
$370K – – –
KA
2690
Kercheville Advisors
Texas
$370K – – –
GCP
2691
Gill Capital Partners
Colorado
$369K – – –
RWM
2692
Rench Wealth Management
Texas
$369K +$2.24K +12 +0.6%
CIA
2693
Cascade Investment Advisors
Oregon
$369K – – –
CWA
2694
Cornerstone Wealth Advisors
Minnesota
$368K – – –
WAOI
2695
Wealth Advisors of Iowa
Iowa
$368K +$560 +3 +0.2%
LNWTC
2696
Laird Norton Wetherby Trust Company
Washington
$367K – – –
MIA
2697
MMBG Investment Advisors
Florida
$367K – – –
QT
2698
Quantamental Technologies
New York
$367K +$370K +1,983 New
MCA
2699
Millennium Capital Advisors
Arkansas
$367K – – –
OW
2700
Olistico Wealth
Oklahoma
$367K +$369K +1,979 New
106 107
108
109 110