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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
2701
Heritage Investment Group
Florida
$384K +$467 +3 +0.1%
PCMN
2702
Paradigm Capital Management (Nevada)
Nevada
$384K -$9.35K -60 -2%
FWP
2703
Fiduciary Wealth Partners
Massachusetts
$383K -$38.2K -245 -9%
BP
2704
Broadleaf Partners
Ohio
$382K – – –
CWM
2705
Centric Wealth Management
Illinois
$382K -$37.7K -242 -9%
KCM
2706
Kendall Capital Management
Maryland
$381K +$382K +2,451 New
ABTD
2707
Arvest Bank Trust Division
Oklahoma
$380K +$79.6K +511 +26%
CIA
2708
Compass Ion Advisors
Pennsylvania
$379K +$2.18K +14 +0.6%
MFA
2709
McClarren Financial Advisors
Pennsylvania
$379K +$294K +1,884 +340%
KW
2710
KWB Wealth
California
$378K -$309K -1,984 -43%
MCM
2711
Monument Capital Management
Virginia
$378K -$27.4K -176 -7%
PWM
2712
Paulson Wealth Management
Illinois
$378K -$25.1K -161 -6%
KFSC
2713
Keystone Financial Services (Colorado)
Colorado
$378K +$31.3K +201 +9%
WIM
2714
Warwick Investment Management
Texas
$377K -$4.05K -26 -1%
LF
2715
LifeSteps Financial
California
$377K +$156 +1 +0%
CFP
2716
Cypress Financial Planning
New Jersey
$377K -$27.1K -174 -7%
TC
2717
TFR Capital
Texas
$376K +$154K +991 +69%
SFSG
2718
Sound Financial Strategies Group
Mississippi
$376K -$240K -1,541 -39%
GAB
2719
German American Bancorp
Indiana
$376K +$7.01K +45 +2%
TC
2720
Tacita Capital
Ontario, Canada
$376K – – –
RWM
2721
Rialto Wealth Management
New York
$376K -$1.87K -12 -0.5%
RTC
2722
Riverview Trust Company
Washington
$375K – – –
SWM
2723
SK Wealth Management
Rhode Island
$375K -$4.36K -28 -1%
CFSG
2724
Clark Financial Services Group
Missouri
$374K +$376K +2,410 New
AGA
2725
Arkos Global Advisors
Texas
$374K -$10.4K -67 -3%
107 108
109
110 111