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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2801
GW&K Investment Management
Massachusetts
$291K -$15.3K -102 -5%
FWM
2802
Foguth Wealth Management
Michigan
$291K +$21.8K +146 +7%
CGF
2803
Constant Guidance Financial
Massachusetts
$288K +$318K +2,125 New
TCM
2804
Tradewinds Capital Management
Washington
$287K +$2.69K +18 +0.9%
IWN
2805
Independent Wealth Network
Iowa
$287K +$19.3K +129 +6%
OS
2806
Objectivity Squared
South Carolina
$287K +$2.54K +17 +0.8%
GKWIM
2807
Gerber Kawasaki Wealth & Investment Management
California
$286K +$2.09K +14 +0.7%
RDFA
2808
Ritter Daniher Financial Advisory
Ohio
$286K -$3.29K -22 -1%
KC
2809
Knuff & Co
California
$285K -$74.8K -500 -19%
CWA
2810
Consilio Wealth Advisors
Washington
$285K -$23.6K -158 -7%
HCA
2811
Heck Capital Advisors
Wisconsin
$285K +$24.1K +161 +8%
SWM
2812
SK Wealth Management
Rhode Island
$285K -$49K -328 -14%
KHC
2813
Koesten Hirschmann & Crabtree
Kansas
$284K +$33.5K +224 +12%
VIM
2814
Vancity Investment Management
British Columbia, Canada
$284K – – –
CA
2815
Claris Advisors
Missouri
$284K – – –
MW
2816
Maia Wealth
Colorado
$284K -$21.2K -142 -6%
CL
2817
CVFG LLC
Indiana
$284K -$10.5K -70 -3%
TWM
2818
Triton Wealth Management
Arizona
$283K -$1.65K -11 -0.6%
RMP
2819
Richards, Merrill & Peterson
Washington
$283K +$22.9K +153 +8%
IWP
2820
Invenio Wealth Partners
Florida
$283K -$14.7K -98 -4%
FDS
2821
First Dallas Securities
Texas
$282K -$7.48K -50 -2%
MGAM
2822
McGowan Group Asset Management
Texas
$282K +$10.6K +71 +4%
GFPC
2823
Global Financial Private Client
Florida
$282K -$20.5K -137 -6%
MCM
2824
MV Capital Management
Maryland
$281K -$2.09K -14 -0.7%
CP
2825
Castleview Partners
Texas
$281K -$16.6K -111 -5%
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