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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2801
Dimension Capital Management
Florida
$239K -$2.45K -15 -1%
ST
2802
Sentinel Trust
Texas
$239K +$225K +1,376 New
KWM
2803
Keebeck Wealth Management
Illinois
$238K -$108K -662 -33%
SC
2804
Sawyer & Company
Massachusetts
$238K – – –
OFA
2805
Oak Family Advisors
Illinois
$238K +$224K +1,372 New
FAM
2806
Flaharty Asset Management
Florida
$237K -$28.7K -176 -11%
RWI
2807
Red Wave Investments
Pennsylvania
$236K – – –
FPGK
2808
Financial Partners Group (Kansas)
Kansas
$236K +$222K +1,358 New
WAOTB
2809
Wealth Advisors of Tampa Bay
Florida
$236K +$222K +1,358 New
BA
2810
Birinyi Associates
Connecticut
$235K – – –
PWM
2811
Provident Wealth Management
Tennessee
$235K – – –
HIF
2812
Hill Island Financial
Michigan
$235K +$221K +1,351 New
ANB
2813
Amarillo National Bank
Texas
$235K +$221K +1,355 New
SC
2814
Sepio Capital
Utah
$234K +$220K +1,349 New
MF
2815
Manchester Financial
California
$233K +$327 +2 +0.1%
WMP
2816
Wealth Management Partners
Arizona
$232K -$55.2K -338 -25%
SDWIA
2817
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K – – –
LTI
2818
Laffer Tengler Investments
Tennessee
$232K – – –
W
2819
Wealthquest
Ohio
$231K -$14.2K -87 -6%
EIA
2820
Eldridge Investment Advisors
New Hampshire
$231K +$217K +1,328 New
3F
2821
360 Financial
Minnesota
$230K +$216K +1,324 New
SPWG
2822
Sage Private Wealth Group
Illinois
$229K +$1.14K +7 +0.5%
AT
2823
Arvest Trust
Oklahoma
$229K +$215K +1,318 New
BBW
2824
Blue Barn Wealth
Utah
$229K +$215K +1,318 New
HFA
2825
High Falls Advisors
New York
$228K +$214K +1,310 New
111 112
113
114 115