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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2751
Colorado Capital Management
Colorado
$249K -$6.73K -40 -3%
IAG
2752
Investment Advisory Group
Massachusetts
$248K -$38.4K -228 -13%
CAM
2753
Claret Asset Management
Quebec, Canada
$248K +$3.37K +20 +1%
BIA
2754
Barry Investment Advisors
Massachusetts
$248K +$6.23K +37 +3%
DWM
2755
Drive Wealth Management
Utah
$248K +$34.3K +204 +16%
SQA
2756
Simon Quick Advisors
New Jersey
$248K +$204K +1,210 +582%
CFO
2757
Collective Family Office
Pennsylvania
$246K -$23.6K -140 -9%
MHR
2758
Matthew Hamilton Rosenberg
$246K -$11.1K -66 -4%
TFCP
2759
Twin Focus Capital Partners
Massachusetts
$246K +$2.86K +17 +1%
FC
2760
Financial Consulate
Maryland
$245K +$505 +3 +0.2%
HFW
2761
Horizon Family Wealth
Illinois
$245K +$1.68K +10 +0.7%
SFC
2762
SYM Financial Corp
Indiana
$244K -$144K -853 -37%
SIA
2763
Sage Investment Advisers
New York
$243K -$10.8K -64 -4%
MA
2764
Maxele Advisors
Missouri
$242K – – –
CCA
2765
Conestoga Capital Advisors
Pennsylvania
$242K – – –
LSWM
2766
Lorne Steinberg Wealth Management
Canada
$240K – – –
MWP
2767
Madison Wealth Partners
Wisconsin
$240K +$337 +2 +0.1%
AL
2768
ACAS LLC
California
$240K +$4.54K +27 +2%
MIM
2769
Meixler Investment Management
Arizona
$239K -$5.89K -35 -2%
HCP
2770
Holt Capital Partners
Texas
$238K – – –
CWA
2771
CJM Wealth Advisers
Virginia
$237K +$168 +1 +0.1%
SPI
2772
Santori & Peters Inc
Pennsylvania
$237K +$842 +5 +0.4%
GCM
2773
Gladius Capital Management
Illinois
$236K -$76.6K -455 -24%
SSCA
2774
South Shore Capital Advisors
Massachusetts
$235K -$2.86K -17 -1%
VW
2775
Vance Wealth
California
$235K +$1.51K +9 +0.6%
109 110
111
112 113