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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
2851
Vancity Investment Management
British Columbia, Canada
$326K +$327K +2,101 New
OS
2852
Objectivity Squared
South Carolina
$326K +$1.56K +10 +0.5%
GKWIM
2853
Gerber Kawasaki Wealth & Investment Management
California
$326K -$149K -958 -31%
CA
2854
Claris Advisors
Missouri
$325K -$16.1K -103 -5%
FA
2855
Fermata Advisors
California
$325K +$326K +2,092 New
MCM
2856
MV Capital Management
Maryland
$325K -$37.7K -242 -10%
OE
2857
OFS Enterprise
Nebraska
$324K +$326K +2,090 New
AF
2858
Alerus Financial
North Dakota
$323K +$150K +963 +86%
CCM
2859
Cox Capital Management
Massachusetts
$321K – – –
TFA
2860
Teamwork Financial Advisors
Texas
$321K -$1.8M -11,569 -85%
SPWG
2861
Syntegra Private Wealth Group
Missouri
$320K -$53.3K -342 -14%
TW
2862
Tempo Wealth
Ohio
$320K +$11.4K +73 +4%
BW
2863
Bravera Wealth
North Dakota
$319K -$17K -109 -5%
WMA
2864
West Michigan Advisors
Michigan
$319K -$14.5K -93 -4%
RIM
2865
Reliant Investment Management
Tennessee
$319K – – –
TFGT
2866
TS Financial Group (TSFG)
Illinois
$319K -$67.9K -436 -17%
SMA
2867
Seven Mile Advisory
New Jersey
$319K -$774K -4,968 -71%
PBO
2868
Peoples Bank (Ohio)
Ohio
$318K -$7.01K -45 -2%
VW
2869
Vance Wealth
California
$318K +$47.1K +302 +17%
SAM
2870
Shikiar Asset Management
New York
$318K – – –
BONST
2871
Bank of Nova Scotia Trust
Ontario, Canada
$318K – – –
GF
2872
GGM Financials
Ohio
$318K +$5.45K +35 +2%
MHC
2873
May Hill Capital
Massachusetts
$317K +$7.63K +49 +2%
WAG
2874
Wilkerson Advisory Group
Missouri
$317K +$10.3K +66 +3%
LWA
2875
Ledgewood Wealth Advisors
New Hampshire
$316K – – –
113 114
115
116 117