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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2926
American Financial Advisors
Georgia
$243K +$3.28K +23 +1%
RMP
2927
Richards, Merrill & Peterson
Washington
$241K -$4.14K -29 -2%
KA
2928
KDT Advisors
New York
$241K -$92.5K -648 -27%
NCTC
2929
New Covenant Trust Company
Indiana
$241K -$4.28K -30 -2%
WLIM
2930
White Lighthouse Investment Management
Massachusetts
$240K -$7.28K -51 -3%
VP
2931
Verum Partners
North Carolina
$240K +$244K +1,711 New
OCM
2932
Orser Capital Management
Texas
$240K – – –
DIP
2933
DT Investment Partners
Pennsylvania
$240K – – –
RDFA
2934
Ritter Daniher Financial Advisory
Ohio
$239K -$22.8K -160 -9%
VW
2935
Vance Wealth
California
$239K -$7.43K -52 -3%
TCB
2936
Texas Capital Bancshares
Texas
$239K -$8.28K -58 -3%
OFW
2937
Omnia Family Wealth
Florida
$239K +$243K +1,701 New
KFS
2938
Kelly Financial Services
Massachusetts
$239K -$25.1K -176 -9%
TFIPS
2939
Towarzystwo Funduszy Inwestycyjnych PZU SA
$239K +$17.9K +125 +8%
VFP
2940
Verus Financial Partners
Virginia
$239K -$14.3K -100 -6%
CWM
2941
C2C Wealth Management
Arizona
$238K – – –
LCM
2942
Lazari Capital Management
California
$238K +$1.14K +8 +0.5%
BFF
2943
Byrne Financial Freedom
Massachusetts
$238K +$1K +7 +0.4%
JF
2944
JSF Financial
California
$238K -$29.3K -205 -11%
ERWM
2945
Elk River Wealth Management
Colorado
$237K – – –
PFM
2946
Phillips Financial Management
Indiana
$237K +$241K +1,686 New
PCMC
2947
Paragon Capital Management (Colorado)
Colorado
$237K -$31.8K -223 -12%
MF
2948
Manchester Financial
California
$236K -$6.14K -43 -2%
PWM
2949
Penobscot Wealth Management
Maine
$236K -$2.29K -16 -0.9%
HA
2950
Hanover Advisors
South Carolina
$236K – – –
116 117
118
119 120