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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2926
Sepio Capital
Utah
$239K -$13.3K -73 -5%
TA
2927
TruWealth Advisors
Louisiana
$239K -$35.4K -195 -12%
FAFN
2928
First Affirmative Financial Network
Colorado
$238K +$255K +1,402 New
SICM
2929
Sustainable Insight Capital Management
New York
$237K -$381K -2,100 -60%
DCM
2930
Driehaus Capital Management
Illinois
$237K +$254K +1,399 New
NC
2931
NinePointTwo Capital
California
$237K – – –
PIFP
2932
Partners in Financial Planning
Virginia
$237K +$254K +1,399 New
W
2933
WealthOne
New York
$237K +$11.3K +62 +5%
CCA
2934
Column Capital Advisors
Indiana
$236K -$25.8K -142 -9%
DG
2935
DMC Group
Alabama
$236K +$35.2K +194 +16%
DA
2936
Drake & Associates
Wisconsin
$236K -$38.1K -210 -13%
OAM
2937
Occidental Asset Management
California
$235K -$30.1K -166 -11%
IAG
2938
Investment Advisory Group
Massachusetts
$234K +$4.54K +25 +2%
LAM
2939
Lifestyle Asset Management
Texas
$234K – – –
P
2940
&Partners
Tennessee
$234K +$40.9K +225 +19%
BFIC
2941
Bedell Frazier Investment Counselling
California
$234K -$4.54K -25 -2%
AL
2942
ADE LLC
Maryland
$233K – – –
OCM
2943
Osterweis Capital Management
California
$233K – – –
FFWM
2944
Future Financial Wealth Management
Ohio
$233K +$182 +1 +0.1%
AL
2945
ACAS LLC
California
$233K – – –
HPM
2946
Hoxton Planning & Management
West Virginia
$232K -$22.7K -125 -8%
PCM
2947
Pennsylvania Capital Management
Pennsylvania
$231K +$7.63K +42 +3%
ACM
2948
Ategra Capital Management
Virginia
$231K – – –
MAM
2949
Milestone Asset Management
Pennsylvania
$230K +$13.6K +75 +6%
CWA
2950
Canvas Wealth Advisors
Kansas
$230K -$28.7K -158 -10%
116 117
118
119 120