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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2851
Walker Asset Management
Missouri
$319K +$20.8K +127 +6%
SAMC
2852
Spectrum Asset Management (California)
California
$319K – – –
SIA
2853
Strategic Investment Advisors
Michigan
$317K -$13.4K -82 -4%
BWM
2854
BankPlus Wealth Management
Mississippi
$317K +$342K +2,085 New
CV
2855
Counterweight Ventures
North Carolina
$317K – – –
PAM
2856
PVG Asset Management
Colorado
$317K +$341K +2,082 New
LA
2857
Lane & Associates
New Jersey
$316K -$20.2K -123 -6%
MIM
2858
Merrion Investment Management
New Jersey
$316K -$254K -1,550 -43%
GCP
2859
Gill Capital Partners
Colorado
$315K +$9.5K +58 +3%
CCM
2860
Cox Capital Management
Massachusetts
$314K -$3.44K -21 -1%
RDFA
2861
Ritter Daniher Financial Advisory
Ohio
$314K – – –
BAM
2862
Bosun Asset Management
Illinois
$313K +$4.42K +27 +1%
RF
2863
Roxbury Financial
New Jersey
$313K +$313K +1,911 New
SAM
2864
Shikiar Asset Management
New York
$312K – – –
LGWM
2865
Litman Gregory Wealth Management
California
$312K – – –
CM
2866
Columbus Macro
Pennsylvania
$312K +$77.2K +471 +30%
BAM
2867
Bellevue Asset Management
Washington
$311K – – –
CA
2868
Claris Advisors
Missouri
$311K +$5.08K +31 +2%
SFC
2869
SYM Financial Corp
Indiana
$311K -$95.2K -581 -22%
PD
2870
Planning Directions
Pennsylvania
$310K -$29.2K -178 -8%
SFG
2871
Sterling Financial Group
California
$310K -$21.6K -132 -6%
EWP
2872
Elevation Wealth Partners
California
$309K -$39.3K -240 -11%
I
2873
INVST
Indiana
$308K -$160K -976 -33%
SDWMA
2874
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K – – –
DIA
2875
Davidson Investment Advisors
Montana
$307K -$19K -116 -5%
113 114
115
116 117