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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2876
JSF Financial
California
$250K +$9.29K +69 +4%
SCM
2877
Sunbeam Capital Management
Georgia
$250K +$255K +1,890 New
RWA
2878
Roberts Wealth Advisors
California
$249K -$22.4K -166 -8%
RHIG
2879
R.H. Investment Group
Arizona
$248K – – –
SHF
2880
Safe Harbor Fiduciary
Florida
$248K +$23K +171 +10%
KFS
2881
Kelly Financial Services
Massachusetts
$248K -$1.21K -9 -0.5%
FNBOH
2882
First National Bank of Hutchinson
Kansas
$248K -$18.7K -139 -7%
FA
2883
Financial Advisors
Massachusetts
$247K -$13.3K -99 -5%
KSWWM
2884
Keyes Stange & Wooten Wealth Management
Florida
$247K – – –
CCP
2885
Cassia Capital Partners
North Carolina
$247K -$11.2K -83 -4%
JJBC
2886
James J. Burns & Company
New York
$247K -$34.6K -257 -12%
BWM
2887
Benchmark Wealth Management
Connecticut
$247K – – –
RDFA
2888
Ritter Daniher Financial Advisory
Ohio
$246K +$17K +126 +7%
MM
2889
Meridian Management
Arkansas
$246K -$20.3K -151 -8%
AAM
2890
Alphadyne Asset Management
New York
$246K +$251K +1,862 New
SDAM
2891
Shulman DeMeo Asset Management
New York
$246K +$2.29K +17 +0.9%
KBFS
2892
Kohmann Bosshard Financial Services
Ohio
$246K -$33.7K -250 -12%
CWA
2893
Consilio Wealth Advisors
Washington
$246K +$6.6K +49 +3%
SEM
2894
Suncoast Equity Management
Florida
$244K -$1.82M -13,490 -88%
FPW
2895
Flywheel Private Wealth
California
$244K -$117K -870 -32%
JAFL
2896
Jay A. Fishman Ltd
Michigan
$244K – – –
AFGAS
2897
Allegiance Financial Group Advisory Services
Virginia
$244K +$249K +1,848 New
RIP
2898
Reliant Investment Partners
North Carolina
$243K -$4.98K -37 -2%
LIM
2899
Lathrop Investment Management
Arkansas
$243K – – –
BCM
2900
Brown Capital Management
Maryland
$243K -$493K -3,660 -67%
114 115
116
117 118