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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2826
Financial Advisors
Massachusetts
$327K – – –
CAM
2827
Creekmur Asset Management
Illinois
$327K -$983 -6 -0.3%
TCM
2828
Towercrest Capital Management
Pennsylvania
$327K – – –
KCFA
2829
Key Client Fiduciary Advisors
New Jersey
$327K -$27.5K -168 -7%
BIA
2830
Barry Investment Advisors
Massachusetts
$327K -$24.4K -149 -7%
UCB
2831
United Community Bank
South Carolina
$327K -$18.8K -115 -5%
HGWM
2832
Horst & Graben Wealth Management
Oregon
$326K -$45.7K -279 -12%
BTWM
2833
Baker Tilly Wealth Management
Wisconsin
$326K -$55.5K -339 -14%
ACM
2834
Advance Capital Management
Michigan
$325K -$72.7K -444 -17%
MA
2835
Maxele Advisors
Missouri
$325K +$350K +2,137 New
MW
2836
Maia Wealth
Colorado
$325K -$90.3K -551 -21%
FWM
2837
Focused Wealth Management
New York
$323K -$10.2K -62 -3%
TCPW
2838
Twin City Private Wealth
North Carolina
$322K +$6.55K +40 +2%
EAM
2839
Evanson Asset Management
California
$322K – – –
RTC
2840
Real Talk Capital
Tennessee
$322K +$346K +2,114 New
ACM
2841
Avalon Capital Management
California
$321K -$156K -950 -31%
3F
2842
360 Financial
Minnesota
$321K – – –
AFO
2843
Arrowroot Family Office
California
$321K -$5.24K -32 -1%
HC
2844
Hoese & Co
Minnesota
$320K – – –
BSTWA
2845
Blake Schutter Theil Wealth Advisors
Ohio
$319K -$582K -3,553 -63%
BW
2846
Bison Wealth
Georgia
$319K -$576K -3,514 -63%
PA
2847
PharVision Advisers
Florida
$319K +$344K +2,097 New
EFG
2848
Ethos Financial Group
Pennsylvania
$319K -$42.9K -262 -11%
WAM
2849
Walker Asset Management
Missouri
$319K +$20.8K +127 +6%
SAMC
2850
Spectrum Asset Management (California)
California
$319K – – –
112 113
114
115 116