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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2726
Main Street Research
Connecticut
$344K -$62.7K -421 -16%
PWP
2727
Phillips Wealth Planners
Mississippi
$343K -$181K -1,215 -34%
GAB
2728
German American Bancorp
Indiana
$343K -$171K -1,146 -33%
MW
2729
Maia Wealth
Colorado
$342K +$33.9K +228 +11%
SWA
2730
Strategies Wealth Advisors
Michigan
$342K +$339K +2,279 New
OAS
2731
Optivise Advisory Services
Tennessee
$341K -$21.7K -146 -6%
HKAM
2732
Horizon Kinetics Asset Management
New York
$341K -$5.95K -40 -2%
PWA
2733
Prairie Wealth Advisors
Nebraska
$340K -$104K -696 -23%
WAM
2734
WFA Asset Management
Wisconsin
$340K +$30.1K +202 +12%
UCB
2735
United Community Bank
South Carolina
$339K +$17.3K +116 +5%
DWM
2736
Darwin Wealth Management
Florida
$339K – – –
LSPW
2737
Lake Street Private Wealth
Illinois
$338K -$59.8K -402 -15%
SIAG
2738
Safeguard Investment Advisory Group
California
$338K +$334K +2,246 New
IWP
2739
Insight Wealth Partners
Texas
$338K – – –
GCP
2740
Gill Capital Partners
Colorado
$337K +$26.8K +180 +9%
CWAF
2741
Core Wealth Advisors (Florida)
Florida
$337K +$9.23K +62 +3%
RFM
2742
Royal Fund Management
Florida
$337K +$9.23K +62 +3%
SDWMA
2743
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K +$32.4K +218 +11%
MSRI
2744
Michael S. Ryan Inc
New York
$336K – – –
1WM
2745
1900 Wealth Management
Texas
$336K -$37.1K -249 -10%
AIFAIM
2746
American Institute for Advanced Investment Management
Arizona
$335K -$21.6K -145 -6%
MWM
2747
Mascoma Wealth Management
New Hampshire
$335K – – –
CIA
2748
Cape Investment Advisory
Georgia
$335K -$46.6K -313 -12%
HSWM
2749
Hubbell Strickland Wealth Management
Louisiana
$334K +$2.08K +14 +0.6%
OFS
2750
Oldfather Financial Services
Nebraska
$333K -$47.8K -321 -13%
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