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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2926
CPWA LLC
Oregon
$249K +$598 +4 +0.2%
TWD
2927
True Wealth Design
Ohio
$248K -$45.5K -304 -14%
LGG
2928
Luts & Greenleigh Group
Maryland
$248K +$8.37K +56 +3%
PFA
2929
Pettinga Financial Advisors
Indiana
$248K -$7.33K -49 -3%
JPMIA
2930
J.P. Marvel Investment Advisors
Massachusetts
$248K – – –
SFO
2931
Stenger Family Office
Illinois
$248K -$76K -508 -22%
HBFP
2932
Henderson Brothers Financial Partners
Pennsylvania
$248K -$281K -1,878 -51%
MHC
2933
May Hill Capital
Massachusetts
$248K -$31.4K -210 -10%
TCM
2934
Traub Capital Management
Massachusetts
$247K – – –
ACA
2935
Arsenal Capital Advisors
Pennsylvania
$247K -$7.33K -49 -3%
RBWA
2936
RFG - Bristol Wealth Advisors
Massachusetts
$247K +$5.98K +40 +2%
LAM
2937
Lifestyle Asset Management
Texas
$247K -$13.6K -91 -5%
SI
2938
Saxon Interests
Texas
$247K +$272K +1,822 New
MG
2939
McHugh Group
Ohio
$246K – – –
BFS
2940
BridgePort Financial Solutions
Iowa
$246K -$1.94K -13 -0.7%
GWM
2941
Glass Wealth Management
Texas
$246K +$4.63K +31 +2%
RIP
2942
Reliant Investment Partners
North Carolina
$246K – – –
CWM
2943
Centurion Wealth Management
Virginia
$245K -$48.9K -327 -15%
TW
2944
Towerpoint Wealth
California
$245K -$3.14K -21 -1%
LIM
2945
Lathrop Investment Management
Arkansas
$245K – – –
LWMNY
2946
Landmark Wealth Management (New York)
New York
$245K – – –
BAM
2947
Bosun Asset Management
Illinois
$245K – – –
OCWP
2948
Owl Creek Wealth Partners
Colorado
$244K +$23K +154 +9%
PHWM
2949
Pine Harbor Wealth Management
Maryland
$244K +$150 +1 +0.1%
KBG
2950
Kahn Brothers Group
New York
$244K – – –
116 117
118
119 120