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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2826
Prosperity Bancshares
Texas
$334K -$20.9K -134 -6%
BAM
2827
Bellevue Asset Management
Washington
$334K +$3.12K +20 +0.9%
WCFA
2828
Walkner Condon Financial Advisors
Wisconsin
$334K -$10.6K -68 -3%
SB
2829
Sunflower Bank
Texas
$334K -$40.5K -260 -11%
GCM
2830
Gibraltar Capital Management
Oklahoma
$334K +$335K +2,149 New
ACA
2831
Affinity Capital Advisors
California
$334K +$67.9K +436 +25%
KRW
2832
Kaufman Rossin Wealth
Florida
$333K -$160K -1,028 -32%
JCM
2833
Jacobsen Capital Management
Utah
$333K -$779 -5 -0.2%
SCM
2834
Sterneck Capital Management
Missouri
$333K – – –
HNWA
2835
Henrickson Nauta Wealth Advisors
Michigan
$332K -$199K -1,279 -37%
TWD
2836
True Wealth Design
Ohio
$332K +$8.26K +53 +3%
CWM
2837
Centurion Wealth Management
Virginia
$332K -$1.25K -8 -0.4%
TWM
2838
Topsail Wealth Management
North Carolina
$332K +$467 +3 +0.1%
1L
2839
10Elms LLP
Oklahoma
$332K +$90.8K +583 +36%
FDS
2840
First Dallas Securities
Texas
$332K -$18.2K -117 -5%
AW
2841
Alchemi Wealth
Connecticut
$331K +$6.08K +39 +2%
RDFA
2842
Ritter Daniher Financial Advisory
Ohio
$331K -$12.6K -81 -4%
RS
2843
Rakuten Securities
Japan
$331K +$2.49K +16 +0.8%
HGWM
2844
Horst & Graben Wealth Management
Oregon
$330K +$2.81K +18 +0.8%
IWS
2845
Insight Wealth Strategies
California
$329K -$2.34K -15 -0.7%
HIIFS
2846
Harel Insurance Investments & Financial Services
Israel
$328K +$329K +2,112 New
CPSC
2847
Carl P. Sherr & Co
Massachusetts
$328K – – –
TCM
2848
Tradewinds Capital Management
Washington
$327K +$4.83K +31 +1%
NWMG
2849
National Wealth Management Group
Ohio
$326K -$31.3K -201 -9%
TP
2850
TritonPoint Partners
Maryland
$326K +$327K +2,101 New
112 113
114
115 116