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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
2926
Family Investment Center
Missouri
$252K – – –
CA
2927
Crewe Advisors
Utah
$252K +$6.43K +43 +2%
AIP
2928
Avail Investment Partners
Pennsylvania
$251K +$278K +1,857 New
IPA
2929
Investment Planning Advisors
Georgia
$251K +$66.7K +446 +32%
TDB
2930
Thompson David Blair
$251K -$94.9K -635 -26%
VR
2931
Vision Retirement
New Jersey
$251K -$598 -4 -0.2%
EW
2932
Element Wealth
Mississippi
$251K -$6.43K -43 -2%
TFM
2933
TFC Financial Management
Massachusetts
$251K -$10.9K -73 -4%
OIS
2934
OneAscent Investment Solutions
Alabama
$250K +$277K +1,850 New
ABTD
2935
Arvest Bank Trust Division
Oklahoma
$250K -$89.4K -598 -24%
DWP
2936
Destiny Wealth Partners
Florida
$250K -$168K -1,122 -39%
BOS
2937
Bank of Stockton
California
$250K – – –
KCM
2938
Kendall Capital Management
Maryland
$249K -$91.2K -610 -25%
WMA
2939
Wealth Management Associates
New Jersey
$249K +$299 +2 +0.1%
HKAM
2940
Horizon Kinetics Asset Management
New York
$249K – – –
CL
2941
CPWA LLC
Oregon
$249K +$598 +4 +0.2%
TWD
2942
True Wealth Design
Ohio
$248K -$45.5K -304 -14%
LGG
2943
Luts & Greenleigh Group
Maryland
$248K +$8.37K +56 +3%
PFA
2944
Pettinga Financial Advisors
Indiana
$248K -$7.33K -49 -3%
JPMIA
2945
J.P. Marvel Investment Advisors
Massachusetts
$248K – – –
SFO
2946
Stenger Family Office
Illinois
$248K -$76K -508 -22%
HBFP
2947
Henderson Brothers Financial Partners
Pennsylvania
$248K -$281K -1,878 -51%
MHC
2948
May Hill Capital
Massachusetts
$248K -$31.4K -210 -10%
TCM
2949
Traub Capital Management
Massachusetts
$247K – – –
ACA
2950
Arsenal Capital Advisors
Pennsylvania
$247K -$7.33K -49 -3%
116 117
118
119 120