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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2751
Towercrest Capital Management
Pennsylvania
$366K +$172 +1 +0%
CSB
2752
City State Bank
Iowa
$364K +$43K +250 +13%
AFO
2753
Arrowroot Family Office
California
$364K +$3.61K +21 +1%
DIA
2754
Davidson Investment Advisors
Montana
$363K +$17.2K +100 +5%
HIS
2755
Harvest Investment Services
Illinois
$363K +$11K +64 +3%
EAM
2756
Evanson Asset Management
California
$360K -$25.1K -146 -6%
3F
2757
360 Financial
Minnesota
$358K – – –
I2I
2758
Insight 2811 Inc
Illinois
$358K +$34.4K +200 +10%
HC
2759
Hoese & Co
Minnesota
$358K -$18K -105 -5%
APS
2760
American Planning Services
Florida
$357K +$85.9K +500 +31%
CFM
2761
Catalyst Funds Management
Australia
$357K +$361K +2,100 New
OAS
2762
Optivise Advisory Services
Tennessee
$357K -$31.3K -182 -8%
TW
2763
Towerpoint Wealth
California
$356K +$5.67K +33 +2%
CCM
2764
Cox Capital Management
Massachusetts
$355K -$3.95K -23 -1%
CV
2765
Counterweight Ventures
North Carolina
$354K +$120K +700 +51%
TI
2766
Truepoint Inc
Ohio
$354K +$92.1K +536 +35%
CWM
2767
Chemistry Wealth Management
New York
$354K -$36.1K -210 -9%
SAMC
2768
Spectrum Asset Management (California)
California
$353K +$2.58K +15 +0.7%
MAG
2769
M3 Advisory Group
Massachusetts
$352K +$26.3K +153 +8%
MGAM
2770
McGowan Group Asset Management
Texas
$351K -$229K -1,331 -39%
RDFA
2771
Ritter Daniher Financial Advisory
Ohio
$351K – – –
ML
2772
McAdam LLC
Pennsylvania
$351K +$61.3K +357 +21%
TCPW
2773
Twin City Private Wealth
North Carolina
$351K +$8.93K +52 +3%
CWA
2774
Canvas Wealth Advisors
Kansas
$350K +$150K +871 +73%
HR
2775
Hardy Reed
Mississippi
$350K -$31.6K -184 -8%
109 110
111
112 113