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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2926
IAG Wealth Partners
Wisconsin
$302K +$83.3K +495 +40%
HNWA
2927
Henrickson Nauta Wealth Advisors
Michigan
$301K +$40.9K +243 +16%
CA
2928
Cortland Associates
Missouri
$300K – – –
EI
2929
Ellevest Inc
New York
$300K +$6.06K +36 +2%
UBG
2930
United Bank (Georgia)
Georgia
$299K -$8.92K -53 -3%
DFCM
2931
Dark Forest Capital Management
Puerto Rico
$298K +$287K +1,702 New
CW
2932
Channel Wealth
California
$298K -$134K -794 -32%
PCMI
2933
Paradigm Capital Management Inc
New York
$298K – – –
BC
2934
Bridgefront Capital
Texas
$297K +$286K +1,699 New
AHL
2935
Abel Hall LLC
Louisiana
$297K +$1.01K +6 +0.4%
BRA
2936
Biechele Royce Advisors
Indiana
$297K +$4.21K +25 +1%
CBOR
2937
Community Bank of Raymore
Missouri
$297K – – –
VCM
2938
Vision Capital Management
Oregon
$296K -$9.43K -56 -3%
RPSA
2939
Richard P. Slaughter Associates
Texas
$294K -$6.73K -40 -2%
AF
2940
Apexium Financial
Texas
$294K -$32K -190 -10%
IWP
2941
Invenio Wealth Partners
Florida
$293K +$81.1K +482 +40%
EMAM
2942
Encompass More Asset Management
California
$293K +$282K +1,676 New
KCM
2943
KRS Capital Management
Michigan
$293K -$123K -733 -30%
LCM
2944
Lazari Capital Management
California
$293K +$9.09K +54 +3%
ML
2945
McAdam LLC
Pennsylvania
$292K +$5.39K +32 +2%
TRIA
2946
Trail Ridge Investment Advisors
Colorado
$292K -$205K -1,216 -42%
CSB
2947
City State Bank
Iowa
$292K – – –
M1FG
2948
Mach-1 Financial Group
Arkansas
$292K -$1.61M -9,592 -85%
LIM
2949
Lathrop Investment Management
Arkansas
$291K -$6.9K -41 -2%
SA
2950
Skyline Advisors
Washington
$289K – – –
116 117
118
119 120