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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2751
AXS Investments
New York
$363K -$44.3K -267 -11%
ACA
2752
Affinity Capital Advisors
California
$361K – – –
KLI
2753
Kelman-Lazarov Inc
Tennessee
$361K +$9.12K +55 +3%
PA
2754
Probity Advisors
Texas
$359K -$88.7K -535 -20%
MRWM
2755
ML&R Wealth Management
Texas
$358K -$7.63K -46 -2%
MIG
2756
McGuire Investment Group
Rhode Island
$358K – – –
3F
2757
360 Financial
Minnesota
$358K – – –
MAG
2758
M3 Advisory Group
Massachusetts
$357K +$349K +2,102 New
TF
2759
Theory Financial
Colorado
$357K -$98.8K -596 -22%
NED
2760
Nancy E. Dempze
$357K -$33.2K -200 -9%
EAM
2761
Evanson Asset Management
California
$356K +$25K +151 +8%
CIA
2762
Cascade Investment Advisors
Oregon
$356K +$17.7K +107 +5%
WPA
2763
Winning Points Advisors
Florida
$355K +$16.6K +100 +5%
GKWIM
2764
Gerber Kawasaki Wealth & Investment Management
California
$354K +$166 +1 +0%
MWP
2765
Meridian Wealth Partners
Pennsylvania
$353K -$27.2K -164 -7%
AGC
2766
Aspen Grove Capital
Colorado
$352K -$1.49K -9 -0.4%
AFO
2767
Arrowroot Family Office
California
$352K +$76K +458 +28%
TCM
2768
TD Capital Management
Tennessee
$351K -$400K -2,411 -54%
GXJ
2769
Global X Japan
Japan
$351K +$343K +2,068 New
BBNB
2770
Baker Boyer National Bank
Washington
$350K -$93K -561 -21%
GWM
2771
Gray Wealth Management
Maine
$350K -$26K -157 -7%
BFA
2772
Beacon Financial Advisory
Ohio
$349K -$12.9K -78 -4%
LC
2773
Landaas & Company
Wisconsin
$349K -$19.9K -120 -6%
LGWM
2774
Litman Gregory Wealth Management
California
$348K -$230K -1,386 -40%
RIM
2775
RW Investment Management
Idaho
$348K -$8.13K -49 -2%
109 110
111
112 113