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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2751
Walled Lake Planning & Wealth Management
Illinois
$305K -$335K -2,240 -50%
LD
2752
Lipe & Dalton
New York
$304K – – –
TCPW
2753
Twin City Private Wealth
North Carolina
$304K +$6.28K +42 +2%
HNWA
2754
Henrickson Nauta Wealth Advisors
Michigan
$304K +$15.3K +102 +5%
TCOTS
2755
Trust Company of the South
North Carolina
$304K -$254K -1,697 -43%
FF
2756
Francis Financial
$304K +$133K +892 +66%
BP
2757
BBR Partners
New York
$303K -$175K -1,171 -34%
LRIA
2758
Leonard Rickey Investment Advisors
Washington
$303K +$40.5K +271 +14%
AIM
2759
Allen Investment Management
New York
$303K – – –
IRP
2760
Investment Research Partners
Pennsylvania
$302K +$126K +841 +60%
TWM
2761
Tradition Wealth Management
Minnesota
$302K +$5.08K +34 +2%
MFPI
2762
Midwest Financial Partners Investments
Minnesota
$302K – – –
EMB
2763
Elefante Mark B
$301K -$97.2K -650 -23%
MHR
2764
Matthew Hamilton Rosenberg
$301K +$71.3K +477 +27%
SCM
2765
Sone Capital Management
New York
$301K -$18.2M -121,603 -98%
ACM
2766
AUA Capital Management
Pennsylvania
$301K – – –
TW
2767
Tempo Wealth
Ohio
$300K +$24.1K +161 +8%
CGH
2768
CMG Global Holdings
Texas
$300K -$12K -80 -3%
GA
2769
GSG Advisors
New Jersey
$300K +$5.23K +35 +2%
PFA
2770
Petra Financial Advisors
Colorado
$300K +$34.4K +230 +12%
SAMC
2771
Spectrum Asset Management (California)
California
$300K +$3.29K +22 +1%
VC
2772
Vicus Capital
Pennsylvania
$300K +$35.1K +235 +12%
HGWM
2773
Horst & Graben Wealth Management
Oregon
$299K -$3.14K -21 -1%
T
2774
TrustBank
Illinois
$299K -$4.93K -33 -1%
AF
2775
Alerus Financial
North Dakota
$298K +$17.8K +119 +6%
109 110
111
112 113