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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2801
Planning Directions
Pennsylvania
$273K -$3.01M -22,342 -92%
BSTWA
2802
Blake Schutter Theil Wealth Advisors
Ohio
$273K – – –
BAM
2803
Bellevue Asset Management
Washington
$272K +$1.08K +8 +0.4%
KWA
2804
Kellett Wealth Advisors
Ohio
$272K +$66.5K +494 +32%
TCM
2805
Tradewinds Capital Management
Washington
$272K +$2.15K +16 +0.8%
OS
2806
Objectivity Squared
South Carolina
$271K +$2.15K +16 +0.8%
SAM
2807
Shikiar Asset Management
New York
$271K – – –
IF
2808
Ironwood Financial
Arizona
$270K – – –
OFS
2809
Oldfather Financial Services
Nebraska
$269K -$24.7K -183 -8%
CA
2810
Crumly & Associates
Illinois
$269K +$40.3K +299 +17%
TAM
2811
Townsend Asset Management
North Carolina
$269K -$53.9K -400 -16%
NC
2812
NBW Capital
Massachusetts
$268K +$36.1K +268 +15%
BFG
2813
Bouchey Financial Group
New York
$267K -$41.2K -306 -13%
RP
2814
Rowlandmiller & Partners
Georgia
$266K – – –
CM
2815
Columbus Macro
Pennsylvania
$266K +$1.48K +11 +0.5%
DHC
2816
Drum Hill Capital
Connecticut
$265K – – –
SDWMA
2817
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K -$31.8K -236 -11%
CWM
2818
Chemistry Wealth Management
New York
$265K -$22.8K -169 -8%
WC
2819
Whitney & Co
New York
$265K – – –
CBOR
2820
Community Bank of Raymore
Missouri
$264K – – –
SB
2821
Sunflower Bank
Texas
$264K +$24.7K +183 +10%
MIA
2822
MMBG Investment Advisors
Florida
$264K – – –
RFA
2823
Resurgent Financial Advisors
Georgia
$264K -$101K -752 -27%
BSHC
2824
Breed's Hill Capital
Massachusetts
$264K -$674 -5 -0.2%
WIM
2825
Warwick Investment Management
Texas
$263K +$59.3K +440 +28%
111 112
113
114 115