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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2826
Heck Capital Advisors
Wisconsin
$285K +$24.1K +161 +8%
SWM
2827
SK Wealth Management
Rhode Island
$285K -$49K -328 -14%
KHC
2828
Koesten Hirschmann & Crabtree
Kansas
$284K +$33.5K +224 +12%
VIM
2829
Vancity Investment Management
British Columbia, Canada
$284K – – –
CA
2830
Claris Advisors
Missouri
$284K – – –
MW
2831
Maia Wealth
Colorado
$284K -$21.2K -142 -6%
CL
2832
CVFG LLC
Indiana
$284K -$10.5K -70 -3%
TWM
2833
Triton Wealth Management
Arizona
$283K -$1.65K -11 -0.6%
RMP
2834
Richards, Merrill & Peterson
Washington
$283K +$22.9K +153 +8%
IWP
2835
Invenio Wealth Partners
Florida
$283K -$14.7K -98 -4%
FDS
2836
First Dallas Securities
Texas
$282K -$7.48K -50 -2%
MGAM
2837
McGowan Group Asset Management
Texas
$282K +$10.6K +71 +4%
GFPC
2838
Global Financial Private Client
Florida
$282K -$20.5K -137 -6%
MCM
2839
MV Capital Management
Maryland
$281K -$2.09K -14 -0.7%
CP
2840
Castleview Partners
Texas
$281K -$16.6K -111 -5%
AOWM
2841
Asset One Wealth Management
Washington
$281K -$45.6K -305 -13%
CCM
2842
Cox Capital Management
Massachusetts
$280K – – –
PCMN
2843
Paradigm Capital Management (Nevada)
Nevada
$280K -$60.9K -407 -16%
TFGT
2844
TS Financial Group (TSFG)
Illinois
$279K +$299 +2 +0.1%
OCPWS
2845
One Charles Private Wealth Services
Massachusetts
$278K -$17.8K -119 -5%
SAM
2846
Shikiar Asset Management
New York
$278K – – –
WA
2847
Wealth Architects
California
$277K +$12.7K +85 +4%
TAM
2848
Trillium Asset Management
Massachusetts
$277K -$26.3K -176 -8%
JMA
2849
J.M. Arbour
Maine
$276K +$11.7K +78 +4%
UWP
2850
Uniting Wealth Partners
Kansas
$276K +$5.83K +39 +2%
112 113
114
115 116