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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2876
SJS Investment Consulting
Ohio
$293K +$42.8K +291 +17%
HKAM
2877
Horizon Kinetics Asset Management
New York
$293K – – –
LWA
2878
Ledgewood Wealth Advisors
New Hampshire
$292K – – –
GPW
2879
Genesis Private Wealth
Virginia
$292K +$26.7K +182 +10%
RIA
2880
Realta Investment Advisors
Delaware
$291K -$2.35K -16 -0.8%
WAM
2881
Wolverine Asset Management
Illinois
$290K -$728K -4,952 -71%
SFM
2882
Signet Financial Management
New Jersey
$290K -$16.5K -112 -5%
RWM
2883
RBA Wealth Management
California
$290K -$10.6K -72 -3%
RWA
2884
Roberts Wealth Advisors
California
$289K -$3.97K -27 -1%
AWP
2885
Abacus Wealth Partners
California
$289K +$296K +2,013 New
PIM
2886
Profit Investment Management
Maryland
$289K -$42.5K -289 -13%
GF
2887
GGM Financials
Ohio
$288K -$87K -592 -23%
DHC
2888
Drum Hill Capital
Connecticut
$288K – – –
GC
2889
Garde Capital
Washington
$288K -$75.4K -513 -20%
CWA
2890
Clearview Wealth Advisors
Oregon
$287K -$11K -75 -4%
CBOR
2891
Community Bank of Raymore
Missouri
$287K – – –
MGAM
2892
McGowan Group Asset Management
Texas
$287K +$2.06K +14 +0.7%
FFM
2893
Flagstone Financial Management
Nebraska
$287K +$294K +2,000 New
BCM
2894
Birmingham Capital Management
Alabama
$287K – – –
WTG
2895
West Tower Group
Virginia
$287K +$294K +2,000 New
FWM
2896
Focused Wealth Management
New York
$287K +$9.84K +67 +3%
CIA
2897
Cape Investment Advisory
Georgia
$287K +$243K +1,653 +481%
MHC
2898
May Hill Capital
Massachusetts
$286K -$52.2K -355 -15%
WAM
2899
Walker Asset Management
Missouri
$286K -$45.8K -312 -14%
CAM
2900
Claret Asset Management
Quebec, Canada
$285K +$18.7K +127 +7%
114 115
116
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