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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
2776
New Covenant Trust Company
Indiana
$350K +$94.5K +550 +36%
SAM
2777
Shikiar Asset Management
New York
$349K – – –
LGWM
2778
Litman Gregory Wealth Management
California
$349K – – –
BAM
2779
Bellevue Asset Management
Washington
$348K +$1.37K +8 +0.4%
LCWP
2780
Legacy Capital Wealth Partners
Arkansas
$348K +$1.03K +6 +0.3%
STA
2781
Smith Thornton Advisors
Alabama
$348K +$8.42K +49 +2%
PFG
2782
Pinnacle Financial Group
Illinois
$347K +$1.03K +6 +0.3%
RWP
2783
Revolve Wealth Partners
New Jersey
$347K -$9.28K -54 -3%
LA
2784
LM Advisors
California
$347K -$172K -1,000 -33%
IFU
2785
iSAM Funds (UK)
United Kingdom
$347K +$350K +2,038 New
SWM
2786
SK Wealth Management
Rhode Island
$345K +$388K +2,259 New
BAM
2787
Bosun Asset Management
Illinois
$345K +$1.2K +7 +0.3%
SDWMA
2788
Schneider Downs Wealth Management Advisors
Pennsylvania
$345K -$172 -1 -0%
AGA
2789
Arkos Global Advisors
Texas
$344K +$1.03K +6 +0.3%
CM
2790
Capula Management
Cayman Islands
$343K +$62.4K +363 +22%
RP
2791
Rowlandmiller & Partners
Georgia
$343K – – –
CA
2792
Claris Advisors
Missouri
$342K +$17.2K +100 +5%
ORC
2793
O'Rourke & Company
Massachusetts
$342K +$41.1K +239 +13%
GCP
2794
Gill Capital Partners
Colorado
$342K +$3.44K +20 +1%
JJBC
2795
James J. Burns & Company
New York
$342K +$14.4K +84 +4%
TCB
2796
Texas Capital Bancshares
Texas
$342K -$1.03K -6 -0.3%
GL
2797
Gerber LLC
Ohio
$342K -$11.3K -66 -3%
GSIS
2798
Global Strategic Investment Solutions
Arizona
$341K +$17.5K +102 +5%
HWA
2799
HHM Wealth Advisors
Tennessee
$341K +$23.9K +139 +7%
CBOR
2800
Community Bank of Raymore
Missouri
$340K – – –
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112
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