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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2751
Ritter Daniher Financial Advisory
Ohio
$340K -$51.4K -298 -13%
CTC
2752
Cetera Trust Company
Minnesota
$340K -$24.7K -143 -6%
SAMC
2753
Spectrum Asset Management (California)
California
$340K +$104K +603 +41%
SFA
2754
Source Financial Advisors
New York
$340K +$15K +87 +4%
TW
2755
Towerpoint Wealth
California
$340K +$43.1K +250 +14%
SL
2756
Sentinus LLC
Illinois
$338K +$78.2K +453 +28%
LGWM
2757
Litman Gregory Wealth Management
California
$338K -$70.2K -407 -17%
SAM
2758
Shikiar Asset Management
New York
$338K – – –
BFWM
2759
Bright Futures Wealth Management
New York
$338K -$19.8K -115 -6%
HCM
2760
Howard Capital Management
Georgia
$337K – – –
OCPWS
2761
One Charles Private Wealth Services
Massachusetts
$337K – – –
LCWP
2762
Legacy Capital Wealth Partners
Arkansas
$336K -$62K -359 -15%
PO
2763
Private Ocean
California
$336K -$6.39K -37 -2%
BAM
2764
Bellevue Asset Management
Washington
$336K +$518 +3 +0.1%
PFG
2765
Pinnacle Financial Group
Illinois
$336K – – –
DIA
2766
Davidson Investment Advisors
Montana
$336K -$48.7K -282 -12%
BBNB
2767
Baker Boyer National Bank
Washington
$336K -$2.93K -17 -0.8%
VCM
2768
Vivaldi Capital Management
Illinois
$335K +$16.1K +93 +5%
SDWMA
2769
Schneider Downs Wealth Management Advisors
Pennsylvania
$334K -$23K -133 -6%
CVA
2770
Central Valley Advisors
California
$334K -$10.5K -61 -3%
MM
2771
Meridian Management
Arkansas
$334K -$345 -2 -0.1%
BAM
2772
Bosun Asset Management
Illinois
$334K +$690 +4 +0.2%
IWN
2773
Independent Wealth Network
Iowa
$333K +$25.7K +149 +8%
PCMC
2774
Planning Capital Management Corporation
Pennsylvania
$333K +$345 +2 +0.1%
TCB
2775
Texas Capital Bancshares
Texas
$333K -$112K -650 -24%
109 110
111
112 113