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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%
BWM
2880
Bullock Wealth Management
Indiana
$291K +$441 +3 +0.1%
RIA
2881
Realta Investment Advisors
Delaware
$291K -$2.35K -16 -0.8%
WAM
2882
Wolverine Asset Management
Illinois
$290K -$728K -4,952 -71%
SFM
2883
Signet Financial Management
New Jersey
$290K -$16.5K -112 -5%
RWM
2884
RBA Wealth Management
California
$290K -$10.6K -72 -3%
RWA
2885
Roberts Wealth Advisors
California
$289K -$3.97K -27 -1%
AWP
2886
Abacus Wealth Partners
California
$289K +$296K +2,013 New
PIM
2887
Profit Investment Management
Maryland
$289K -$42.5K -289 -13%
GF
2888
GGM Financials
Ohio
$288K -$87K -592 -23%
DHC
2889
Drum Hill Capital
Connecticut
$288K – – –
MC
2890
Miramontes Capital
California
$288K +$295K +2,007 New
GC
2891
Garde Capital
Washington
$288K -$75.4K -513 -20%
CWA
2892
Clearview Wealth Advisors
Oregon
$287K -$11K -75 -4%
CBOR
2893
Community Bank of Raymore
Missouri
$287K – – –
MGAM
2894
McGowan Group Asset Management
Texas
$287K +$2.06K +14 +0.7%
FFM
2895
Flagstone Financial Management
Nebraska
$287K +$294K +2,000 New
BCM
2896
Birmingham Capital Management
Alabama
$287K – – –
WTG
2897
West Tower Group
Virginia
$287K +$294K +2,000 New
FWM
2898
Focused Wealth Management
New York
$287K +$9.84K +67 +3%
CIA
2899
Cape Investment Advisory
Georgia
$287K +$243K +1,653 +481%
MHC
2900
May Hill Capital
Massachusetts
$286K -$52.2K -355 -15%
114 115
116
117 118