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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2876
Osterweis Capital Management
California
$180K +$190K +1,101 New
HIIFS
2877
Harel Insurance Investments & Financial Services
Israel
$178K +$149K +867 +423%
AS
2878
Altshuler Shaham
Israel
$176K -$37.7K -219 -17%
SAS
2879
Stelac Advisory Services
New York
$174K +$345 +2 +0.2%
CWAF
2880
Core Wealth Advisors (Florida)
Florida
$170K – – –
AFS
2881
Annapolis Financial Services
Maryland
$163K -$51.9K -301 -23%
WPWM
2882
Western Pacific Wealth Management
Illinois
$163K -$8.62K -50 -5%
SCM
2883
Silvant Capital Management
Georgia
$159K – – –
PP
2884
PFS Partners
New Jersey
$159K +$1.03K +6 +0.6%
ARIS
2885
Advanced Research Investment Solutions
California
$153K +$161K +935 New
HRC
2886
Hoertkorn Richard Charles
$152K – – –
MWA
2887
Miller Wealth Advisors
Colorado
$150K – – –
VIA
2888
Virtus Investment Advisers
Connecticut
$150K +$158K +919 New
ST
2889
Sageworth Trust
Pennsylvania
$147K -$190K -1,101 -55%
EL
2890
EMFO LLC
Florida
$142K – – –
TAM
2891
Tucker Asset Management
Colorado
$140K +$38.3K +222 +41%
NOI
2892
Newton One Investments
Delaware
$139K – – –
CA
2893
Crewe Advisors
Utah
$138K +$23.6K +137 +19%
WAS
2894
Winch Advisory Services
Wisconsin
$137K +$3.45K +20 +2%
HIM
2895
Hillsdale Investment Management
Ontario, Canada
$135K +$20.3K +118 +17%
PPWM
2896
PFG Private Wealth Management
Florida
$134K -$16.9K -98 -11%
RA
2897
Rise Advisors
New York
$133K +$74.3K +431 +112%
CCMW
2898
Cypress Capital Management (Wyoming)
Wyoming
$126K – – –
CPFP
2899
Clear Perspectives Financial Planning
Ohio
$122K +$1.38K +8 +1%
CCA
2900
Column Capital Advisors
Indiana
$115K – – –
114 115
116
117 118