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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2826
One Charles Private Wealth Services
Massachusetts
$303K +$23.4K +157 +8%
RIM
2827
Rockbridge Investment Management
New York
$303K -$53.1K -357 -15%
FNBOH
2828
First National Bank of Hutchinson
Kansas
$302K -$763K -5,128 -72%
GPW
2829
Genesis Private Wealth
Virginia
$302K +$300K +2,015 New
RP
2830
Rowlandmiller & Partners
Georgia
$302K – – –
KA
2831
KDT Advisors
New York
$302K +$5.21K +35 +2%
DHC
2832
Drum Hill Capital
Connecticut
$301K +$6.1K +41 +2%
GL
2833
Gerber LLC
Ohio
$301K – – –
BAM
2834
Bosun Asset Management
Illinois
$301K -$7.44K -50 -2%
WC
2835
Whitney & Co
New York
$300K -$22.2K -149 -7%
FAN
2836
Financial Advisors Network
California
$300K +$298K +2,003 New
CBOR
2837
Community Bank of Raymore
Missouri
$300K – – –
CM
2838
Columbus Macro
Pennsylvania
$300K -$7.29K -49 -2%
BSHC
2839
Breed's Hill Capital
Massachusetts
$300K +$8.48K +57 +3%
MIA
2840
MMBG Investment Advisors
Florida
$300K – – –
DWM
2841
Dopkins Wealth Management
New York
$300K +$39.9K +268 +15%
SFG
2842
Sterling Financial Group
California
$300K -$5.66K -38 -2%
SB
2843
SIG Brokerage
New York
$300K +$298K +1,999 New
CIA
2844
Cascade Investment Advisors
Oregon
$299K – – –
EWP
2845
Elevation Wealth Partners
California
$299K -$5.66K -38 -2%
MAG
2846
MRA Advisory Group
New Jersey
$299K +$57.3K +385 +24%
SGWM
2847
Sterling Group Wealth Management
California
$298K – – –
CWM
2848
Castle Wealth Management
Florida
$297K -$28K -188 -9%
CFS
2849
CGC Financial Services
Oregon
$297K +$447 +3 +0.2%
MGAM
2850
McGowan Group Asset Management
Texas
$297K +$12.1K +81 +4%
112 113
114
115 116