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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NMCM
2926
Nicholson Meyer Capital Management
Missouri
$234K -$22.9K -170 -9%
LSA
2927
Lansing Street Advisors
Pennsylvania
$234K +$5.93K +44 +3%
JEST
2928
JTC Employer Solutions Trustee
Jersey
$234K – – –
NPFS
2929
Novak & Powell Financial Services
Florida
$234K +$1.75K +13 +0.7%
BWFA
2930
Baltimore-Washington Financial Advisors
Maryland
$234K +$24.2K +180 +11%
WMA
2931
Wealth Management Associates
New Jersey
$233K -$3.77K -28 -2%
WLIM
2932
White Lighthouse Investment Management
Massachusetts
$233K +$1.48K +11 +0.6%
TCB
2933
Texas Capital Bancshares
Texas
$232K -$3.91K -29 -2%
LC
2934
Landaas & Company
Wisconsin
$232K +$6.6K +49 +3%
RLIM
2935
Red Lighthouse Investment Management
New York
$232K -$3.91K -29 -2%
OC
2936
Optima Capital
Oregon
$232K +$237K +1,757 New
VW
2937
Vance Wealth
California
$232K +$1.08K +8 +0.5%
1L
2938
10Elms LLP
Oklahoma
$232K – – –
SPWG
2939
Sage Private Wealth Group
Illinois
$232K +$51.9K +385 +28%
TTIC
2940
Tower Trust & Investment Company
Iowa
$231K – – –
OIC
2941
Orion Investment Company
Missouri
$231K – – –
WRPWM
2942
Werba Rubin Papier Wealth Management
California
$231K -$2.42K -18 -1%
RMP
2943
Richards, Merrill & Peterson
Washington
$231K -$13.6K -101 -5%
SP
2944
Stonebrook Private
Michigan
$231K -$21.4K -159 -8%
HNWA
2945
Henrickson Nauta Wealth Advisors
Michigan
$230K -$21.1K -157 -8%
AWP
2946
Atlas Wealth Partners
Pennsylvania
$230K -$10.1K -75 -4%
TFM
2947
TFC Financial Management
Massachusetts
$230K +$87.3K +648 +59%
BWM
2948
BCGM Wealth Management
Indiana
$230K +$6.06K +45 +3%
NCM
2949
Next Capital Management
New York
$229K +$234K +1,738 New
TIA
2950
Tiemann Investment Advisors
California
$229K -$13.5K -100 -5%
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