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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2876
Motive Wealth Advisors
Michigan
$255K -$55.2K -316 -18%
DFC
2877
DBK Financial Counsel
Ohio
$255K -$17.5K -100 -7%
JSA
2878
Jacobson & Schmitt Advisors
Wisconsin
$255K – – –
NC
2879
NinePointTwo Capital
California
$255K +$245K +1,401 New
HFP
2880
Holistic Financial Partners
Indiana
$254K -$28.1K -161 -10%
AP
2881
Adero Partners
California
$254K -$5.42K -31 -2%
WFA
2882
WMG Financial Advisors
Tennessee
$253K -$53.8K -308 -22%
CAC
2883
Certified Advisory Corp
Florida
$253K +$175 +1 +0.1%
LAM
2884
Lifestyle Asset Management
Texas
$253K +$26K +149 +12%
MIM
2885
Meixler Investment Management
Arizona
$252K – – –
KWM
2886
Keebeck Wealth Management
Illinois
$252K +$8.22K +47 +4%
SC
2887
Sepio Capital
Utah
$252K -$23.2K -133 -9%
WAL
2888
W Advisors LLC
Tennessee
$251K -$9.26K -53 -4%
AL
2889
ADE LLC
Maryland
$251K +$350 +2 +0.1%
EIA
2890
Eldridge Investment Advisors
New Hampshire
$251K – – –
HIP
2891
Harrell Investment Partners
Texas
$251K +$350 +2 +0.1%
AL
2892
ACAS LLC
California
$250K – – –
IAS
2893
IMA Advisory Services
Colorado
$250K -$48.1K -275 -17%
PCA
2894
Peddock Capital Advisors
Massachusetts
$250K +$15.2K +87 +7%
HFA
2895
High Falls Advisors
New York
$249K +$350 +2 +0.1%
DCM
2896
DGS Capital Management
New Jersey
$248K -$175 -1 -0.1%
WRPWM
2897
Werba Rubin Papier Wealth Management
California
$248K +$3.67K +21 +2%
DCM
2898
Dimension Capital Management
Florida
$247K +$5.07K +29 +2%
ACM
2899
Ategra Capital Management
Virginia
$247K – – –
ODIJL
2900
One Day In July LLC
Vermont
$246K – – –
114 115
116
117 118