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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2851
Strategic Investment Advisors
Michigan
$317K -$13.4K -82 -4%
BWM
2852
BankPlus Wealth Management
Mississippi
$317K +$342K +2,085 New
CV
2853
Counterweight Ventures
North Carolina
$317K – – –
PAM
2854
PVG Asset Management
Colorado
$317K +$341K +2,082 New
LA
2855
Lane & Associates
New Jersey
$316K -$20.2K -123 -6%
MIM
2856
Merrion Investment Management
New Jersey
$316K -$254K -1,550 -43%
GCP
2857
Gill Capital Partners
Colorado
$315K +$9.5K +58 +3%
CCM
2858
Cox Capital Management
Massachusetts
$314K -$3.44K -21 -1%
RDFA
2859
Ritter Daniher Financial Advisory
Ohio
$314K – – –
BAM
2860
Bosun Asset Management
Illinois
$313K +$4.42K +27 +1%
RF
2861
Roxbury Financial
New Jersey
$313K +$313K +1,911 New
SAM
2862
Shikiar Asset Management
New York
$312K – – –
LGWM
2863
Litman Gregory Wealth Management
California
$312K – – –
CM
2864
Columbus Macro
Pennsylvania
$312K +$77.2K +471 +30%
BAM
2865
Bellevue Asset Management
Washington
$311K – – –
CA
2866
Claris Advisors
Missouri
$311K +$5.08K +31 +2%
SFC
2867
SYM Financial Corp
Indiana
$311K -$95.2K -581 -22%
PD
2868
Planning Directions
Pennsylvania
$310K -$29.2K -178 -8%
SFG
2869
Sterling Financial Group
California
$310K -$21.6K -132 -6%
EWP
2870
Elevation Wealth Partners
California
$309K -$39.3K -240 -11%
I
2871
INVST
Indiana
$308K -$160K -976 -33%
SDWMA
2872
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K – – –
DIA
2873
Davidson Investment Advisors
Montana
$307K -$19K -116 -5%
RP
2874
Rowlandmiller & Partners
Georgia
$306K – – –
EFH
2875
Eaton Financial Holdings
Florida
$306K -$1.3M -7,925 -80%
113 114
115
116 117