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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2951
Private Management Group
California
$233K +$230K +1,292 New
PCM
2952
Pennsylvania Capital Management
Pennsylvania
$233K – – –
CFAM
2953
Coury Firm Asset Management
Pennsylvania
$233K +$2.85K +16 +1%
W
2954
WealthOne
New York
$232K – – –
PCA
2955
Peddock Capital Advisors
Massachusetts
$232K – – –
FBT
2956
First Bank & Trust
South Dakota
$232K -$19.1K -107 -8%
AFGAS
2957
Allegiance Financial Group Advisory Services
Virginia
$232K +$229K +1,284 New
WOSD
2958
WFA of San Diego
California
$232K -$44.1K -247 -16%
AT
2959
Arvest Trust
Oklahoma
$232K -$22.5K -126 -9%
NJBEST
2960
New Jersey Better Educational Savings Trust
New Jersey
$232K – – –
JLBC
2961
J.L. Bainbridge & Co
Florida
$232K +$2.32K +13 +1%
CCM
2962
Canal Capital Management
Virginia
$232K +$229K +1,282 New
PWA
2963
Peterson Wealth Advisors
Utah
$231K -$10.2K -57 -4%
NRW
2964
Nova R Wealth
Kansas
$230K – – –
FFA
2965
Fairfield Financial Advisors
Massachusetts
$230K +$1.25K +7 +0.6%
JSA
2966
Jacobson & Schmitt Advisors
Wisconsin
$229K – – –
DSA
2967
Droms Strauss Advisors
Missouri
$228K +$178 +1 +0.1%
LGG
2968
Luts & Greenleigh Group
Maryland
$228K +$225K +1,262 New
AGA
2969
Arkos Global Advisors
Texas
$226K +$223K +1,250 New
SC
2970
Saturna Capital
Washington
$226K -$21.4K -120 -9%
BAM
2971
Brave Asset Management
New Jersey
$226K – – –
SC
2972
Seldon Capital
California
$226K – – –
TA
2973
Townsend & Associates
Colorado
$225K +$357 +2 +0.2%
SFA
2974
Semmax Financial Advisors
North Carolina
$225K -$7.85K -44 -3%
SPWG
2975
Sage Private Wealth Group
Illinois
$225K -$178 -1 -0.1%
117 118
119
120 121