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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EBSAM
2676
Eubel Brady & Suttman Asset Management
Ohio
$431K +$8.59K +51 +2%
DWA
2677
Delap Wealth Advisory
Oregon
$431K +$152K +904 +58%
BBNA
2678
Bremer Bank National Association
Minnesota
$430K -$173K -1,027 -29%
SIM
2679
SSI Investment Management
California
$430K -$3.2K -19 -0.8%
LGWM
2680
Litman Gregory Wealth Management
California
$430K +$68.5K +407 +20%
CTWM
2681
Cherry Tree Wealth Management
Minnesota
$430K – – –
FWM
2682
Focused Wealth Management
New York
$430K +$111K +657 +37%
OPOWM
2683
One Plus One Wealth Management
Florida
$430K -$58.9K -350 -12%
SLG
2684
Stanley-Laman Group
Pennsylvania
$429K – – –
GJIA
2685
Glass Jacobson Investment Advisors
Maryland
$428K -$13.1K -78 -3%
SGK
2686
Steigerwald Gordon & Koch
Virginia
$428K -$15K -89 -4%
UCB
2687
United Community Bank
South Carolina
$426K -$49K -291 -11%
LWA
2688
Ledgewood Wealth Advisors
New Hampshire
$426K -$54.7K -325 -12%
CWA
2689
Clearview Wealth Advisors
Oregon
$426K -$43.4K -258 -10%
PDM
2690
Penn Davis McFarland
Texas
$426K -$8.59K -51 -2%
NF
2691
Nikulski Financial
Iowa
$426K +$409K +2,432 New
MCWA
2692
Meadow Creek Wealth Advisors
Georgia
$425K +$7.58K +45 +2%
HIS
2693
Harvest Investment Services
Illinois
$424K +$673 +4 +0.2%
SOAMC
2694
Spirit of America Management Corp
New York
$420K – – –
HGWM
2695
Horst & Graben Wealth Management
Oregon
$419K +$168 +1 +0%
LA
2696
LexAurum Advisors
Kansas
$419K +$1.18K +7 +0.3%
SB
2697
Sunflower Bank
Texas
$419K +$5.05K +30 +1%
ECAM
2698
East Coast Asset Management
Massachusetts
$417K – – –
OBWG
2699
Onyx Bridge Wealth Group
New York
$417K +$7.91K +47 +2%
EWP
2700
Elevation Wealth Partners
California
$417K -$17.3K -103 -4%
106 107
108
109 110