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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GAB
2726
German American Bancorp
Indiana
$343K -$171K -1,146 -33%
MW
2727
Maia Wealth
Colorado
$342K +$33.9K +228 +11%
SWA
2728
Strategies Wealth Advisors
Michigan
$342K +$339K +2,279 New
OAS
2729
Optivise Advisory Services
Tennessee
$341K -$21.7K -146 -6%
HKAM
2730
Horizon Kinetics Asset Management
New York
$341K -$5.95K -40 -2%
PWA
2731
Prairie Wealth Advisors
Nebraska
$340K -$104K -696 -23%
WAM
2732
WFA Asset Management
Wisconsin
$340K +$30.1K +202 +12%
UCB
2733
United Community Bank
South Carolina
$339K +$17.3K +116 +5%
DWM
2734
Darwin Wealth Management
Florida
$339K – – –
LSPW
2735
Lake Street Private Wealth
Illinois
$338K -$59.8K -402 -15%
SIAG
2736
Safeguard Investment Advisory Group
California
$338K +$334K +2,246 New
IWP
2737
Insight Wealth Partners
Texas
$338K – – –
GCP
2738
Gill Capital Partners
Colorado
$337K +$26.8K +180 +9%
CWAF
2739
Core Wealth Advisors (Florida)
Florida
$337K +$9.23K +62 +3%
RFM
2740
Royal Fund Management
Florida
$337K +$9.23K +62 +3%
SDWMA
2741
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K +$32.4K +218 +11%
MSRI
2742
Michael S. Ryan Inc
New York
$336K – – –
1WM
2743
1900 Wealth Management
Texas
$336K -$37.1K -249 -10%
AIFAIM
2744
American Institute for Advanced Investment Management
Arizona
$335K -$21.6K -145 -6%
MWM
2745
Mascoma Wealth Management
New Hampshire
$335K – – –
CIA
2746
Cape Investment Advisory
Georgia
$335K -$46.6K -313 -12%
HSWM
2747
Hubbell Strickland Wealth Management
Louisiana
$334K +$2.08K +14 +0.6%
OFS
2748
Oldfather Financial Services
Nebraska
$333K -$47.8K -321 -13%
LA
2749
Lane & Associates
New Jersey
$333K +$18.2K +122 +6%
BFA
2750
Beacon Financial Advisory
Ohio
$333K -$3.87K -26 -1%
108 109
110
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