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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2751
Southeast Asset Advisors
Georgia
$250K +$17.2K +102 +7%
CCM
2752
Colorado Capital Management
Colorado
$249K -$6.73K -40 -3%
IAG
2753
Investment Advisory Group
Massachusetts
$248K -$38.4K -228 -13%
CAM
2754
Claret Asset Management
Quebec, Canada
$248K +$3.37K +20 +1%
BIA
2755
Barry Investment Advisors
Massachusetts
$248K +$6.23K +37 +3%
DWM
2756
Drive Wealth Management
Utah
$248K +$34.3K +204 +16%
SQA
2757
Simon Quick Advisors
New Jersey
$248K +$204K +1,210 +582%
CFO
2758
Collective Family Office
Pennsylvania
$246K -$23.6K -140 -9%
MHR
2759
Matthew Hamilton Rosenberg
$246K -$11.1K -66 -4%
TFCP
2760
Twin Focus Capital Partners
Massachusetts
$246K +$2.86K +17 +1%
FC
2761
Financial Consulate
Maryland
$245K +$505 +3 +0.2%
HFW
2762
Horizon Family Wealth
Illinois
$245K +$1.68K +10 +0.7%
SFC
2763
SYM Financial Corp
Indiana
$244K -$144K -853 -37%
SIA
2764
Sage Investment Advisers
New York
$243K -$10.8K -64 -4%
MA
2765
Maxele Advisors
Missouri
$242K – – –
CCA
2766
Conestoga Capital Advisors
Pennsylvania
$242K – – –
LSWM
2767
Lorne Steinberg Wealth Management
Canada
$240K – – –
MWP
2768
Madison Wealth Partners
Wisconsin
$240K +$337 +2 +0.1%
AL
2769
ACAS LLC
California
$240K +$4.54K +27 +2%
MIM
2770
Meixler Investment Management
Arizona
$239K -$5.89K -35 -2%
HCP
2771
Holt Capital Partners
Texas
$238K – – –
CWA
2772
CJM Wealth Advisers
Virginia
$237K +$168 +1 +0.1%
SPI
2773
Santori & Peters Inc
Pennsylvania
$237K +$842 +5 +0.4%
GCM
2774
Gladius Capital Management
Illinois
$236K -$76.6K -455 -24%
SSCA
2775
South Shore Capital Advisors
Massachusetts
$235K -$2.86K -17 -1%
109 110
111
112 113