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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2826
Sunflower Bank
Texas
$334K -$40.5K -260 -11%
GCM
2827
Gibraltar Capital Management
Oklahoma
$334K +$335K +2,149 New
ACA
2828
Affinity Capital Advisors
California
$334K +$67.9K +436 +25%
KRW
2829
Kaufman Rossin Wealth
Florida
$333K -$160K -1,028 -32%
JCM
2830
Jacobsen Capital Management
Utah
$333K -$779 -5 -0.2%
SCM
2831
Sterneck Capital Management
Missouri
$333K – – –
HNWA
2832
Henrickson Nauta Wealth Advisors
Michigan
$332K -$199K -1,279 -37%
TWD
2833
True Wealth Design
Ohio
$332K +$8.26K +53 +3%
CWM
2834
Centurion Wealth Management
Virginia
$332K -$1.25K -8 -0.4%
TWM
2835
Topsail Wealth Management
North Carolina
$332K +$467 +3 +0.1%
1L
2836
10Elms LLP
Oklahoma
$332K +$90.8K +583 +36%
FDS
2837
First Dallas Securities
Texas
$332K -$18.2K -117 -5%
AW
2838
Alchemi Wealth
Connecticut
$331K +$6.08K +39 +2%
RDFA
2839
Ritter Daniher Financial Advisory
Ohio
$331K -$12.6K -81 -4%
RS
2840
Rakuten Securities
Japan
$331K +$2.49K +16 +0.8%
HGWM
2841
Horst & Graben Wealth Management
Oregon
$330K +$2.81K +18 +0.8%
IWS
2842
Insight Wealth Strategies
California
$329K -$2.34K -15 -0.7%
HIIFS
2843
Harel Insurance Investments & Financial Services
Israel
$328K +$329K +2,112 New
CPSC
2844
Carl P. Sherr & Co
Massachusetts
$328K – – –
TCM
2845
Tradewinds Capital Management
Washington
$327K +$4.83K +31 +1%
NWMG
2846
National Wealth Management Group
Ohio
$326K -$31.3K -201 -9%
TP
2847
TritonPoint Partners
Maryland
$326K +$327K +2,101 New
VIM
2848
Vancity Investment Management
British Columbia, Canada
$326K +$327K +2,101 New
OS
2849
Objectivity Squared
South Carolina
$326K +$1.56K +10 +0.5%
GKWIM
2850
Gerber Kawasaki Wealth & Investment Management
California
$326K -$149K -958 -31%
112 113
114
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