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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
2701
PGIM Custom Harvest
New Jersey
$388K +$89.7K +522 +30%
SOS
2702
Silver Oak Securities
Tennessee
$387K -$23.7K -138 -5%
BIA
2703
Barry Investment Advisors
Massachusetts
$387K -$344 -2 -0.1%
AWP
2704
Abacus Wealth Partners
California
$387K +$124K +723 +47%
WCWM
2705
Willow Creek Wealth Management
California
$387K -$15.3K -89 -4%
EWP
2706
Elevation Wealth Partners
California
$387K +$172 +1 +0%
GA
2707
Gateway Advisory
New Jersey
$387K +$32.6K +190 +9%
EWA
2708
Encompass Wealth Advisors
Oregon
$386K +$2.23K +13 +0.6%
UCB
2709
United Community Bank
South Carolina
$385K -$27.5K -160 -7%
WIM
2710
Westside Investment Management
California
$384K -$3.26K -19 -0.8%
CA
2711
Cortland Associates
Missouri
$384K +$93.6K +545 +32%
SW
2712
SMART Wealth
Nebraska
$384K -$31.3K -182 -7%
MWM
2713
Mascoma Wealth Management
New Hampshire
$380K -$48.3K -281 -11%
CWM
2714
Centurion Wealth Management
Virginia
$380K +$384K +2,235 New
LA
2715
Lane & Associates
New Jersey
$378K -$43.5K -253 -10%
BDFN
2716
Bond & Devick Financial Network
Minnesota
$378K +$4.29K +25 +1%
PD
2717
Planning Directions
Pennsylvania
$377K -$121K -702 -24%
GWM
2718
Gray Wealth Management
Maine
$377K – – –
MIG
2719
McGuire Investment Group
Rhode Island
$376K +$17.9K +104 +5%
VCM
2720
Vivaldi Capital Management
Illinois
$375K +$30.2K +176 +9%
KFS
2721
Kelly Financial Services
Massachusetts
$375K +$18.2K +106 +5%
TIA
2722
Tiemann Investment Advisors
California
$374K -$25.8K -150 -6%
SOAMC
2723
Spirit of America Management Corp
New York
$374K -$34.4K -200 -8%
CP
2724
Castleview Partners
Texas
$374K -$1.2K -7 -0.3%
BC
2725
Belmont Capital
California
$373K -$991K -5,770 -72%
107 108
109
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