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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
2676
Advantage Trust Company
Kansas
$366K -$2.23K -15 -0.6%
FIBT
2677
First International Bank & Trust
North Dakota
$366K – – –
GCM
2678
Generation Capital Management
New York
$366K +$149 +1 +0%
TAM
2679
Townsend Asset Management
North Carolina
$365K -$5.66K -38 -2%
LWA
2680
Ledgewood Wealth Advisors
New Hampshire
$365K – – –
SPA
2681
Sherbrooke Park Advisers
New York
$365K -$377K -2,531 -51%
PP
2682
Pingora Partners
Wyoming
$365K – – –
CFD
2683
Creative Financial Designs
Indiana
$365K -$5.21K -35 -1%
FDDB
2684
Fidelity D&D Bancorp
Pennsylvania
$364K -$10.6K -71 -3%
CIA
2685
Compass Ion Advisors
Pennsylvania
$364K -$45.4K -305 -11%
LA
2686
LexAurum Advisors
Kansas
$362K -$43.9K -295 -11%
BOS
2687
Bank of Stockton
California
$361K -$3.57K -24 -1%
CA
2688
Crewe Advisors
Utah
$361K -$7.74K -52 -2%
OCM
2689
Orion Capital Management
California
$361K -$29.8K -200 -8%
SWIM
2690
Smallwood Wealth Investment Management
New Jersey
$359K -$149 -1 -0%
TLFA
2691
True Link Financial Advisors
California
$359K +$3.87K +26 +1%
RWA
2692
Rooted Wealth Advisors
Illinois
$359K -$2.23K -15 -0.6%
WCA
2693
Westover Capital Advisors
Delaware
$359K -$95.9K -644 -21%
NFA
2694
Northern Financial Advisors
Michigan
$358K -$173K -1,161 -33%
WLPWM
2695
Walled Lake Planning & Wealth Management
Illinois
$357K +$744 +5 +0.2%
ECAM
2696
East Coast Asset Management
Massachusetts
$357K – – –
WF
2697
Wayfinding Financial
Washington
$357K -$5.8K -39 -2%
RWM
2698
Rialto Wealth Management
New York
$356K -$61.2K -411 -15%
MF
2699
Montis Financial
Massachusetts
$355K – – –
QL
2700
Quarry LP
New York
$355K +$279K +1,874 +379%
106 107
108
109 110