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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2976
Titleist Asset Management
Texas
$265K +$43.8K +264 +20%
WPWM
2977
Western Pacific Wealth Management
Illinois
$265K -$26.5K -160 -9%
SWM
2978
SilverOak Wealth Management
Minnesota
$265K +$259K +1,561 New
SC
2979
Sepio Capital
Utah
$265K +$25K +151 +11%
CA
2980
Calton & Associates
Florida
$265K +$259K +1,559 New
DWA
2981
Delap Wealth Advisory
Oregon
$265K +$258K +1,558 New
RCYC
2982
Richard C. Young & Co
Rhode Island
$265K +$41.5K +250 +19%
CIA
2983
Cohen Investment Advisors
New Hampshire
$265K – – –
GA
2984
Gateway Advisory
New Jersey
$264K +$258K +1,556 New
SIM
2985
Seaview Investment Managers
Florida
$264K – – –
WMP
2986
Wealth Management Partners
Arizona
$264K -$3.48K -21 -1%
HP
2987
HT Partners
Connecticut
$263K – – –
EHAM
2988
Eagle Harbor Asset Management
Washington
$262K – – –
LA
2989
LM Advisors
California
$262K +$256K +1,543 New
HNWA
2990
Henrickson Nauta Wealth Advisors
Michigan
$262K +$15.9K +96 +7%
AFP
2991
Alpha Financial Partners
Kentucky
$262K -$41.1K -248 -14%
BC
2992
Brio Consultants
California
$262K -$332 -2 -0.1%
BWM
2993
BCS Wealth Management
Tennessee
$261K +$4.97K +30 +2%
PAG
2994
Private Advisory Group
Washington
$261K -$183K -1,106 -42%
MCAI
2995
Members Capital Advisors Inc
Wisconsin
$260K -$2.24M -13,485 -90%
EWP
2996
Engrave Wealth Partners
Texas
$260K +$5.64K +34 +2%
MKA
2997
M. Kulyk & Associates
Georgia
$259K – – –
GCL
2998
Gouws Capital LLC
North Carolina
$259K -$157K -945 -38%
IA
2999
Inspire Advisors
Idaho
$259K +$253K +1,524 New
TCMP
3000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K -$5.8K -35 -2%
118 119
120
121 122