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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1L
2976
10Elms LLP
Oklahoma
$230K -$16.4K -115 -7%
CA
2977
Cortland Associates
Missouri
$230K – – –
LAM
2978
Lifestyle Asset Management
Texas
$230K +$234K +1,637 New
FP
2979
Financial Perspectives
Minnesota
$230K +$25K +175 +12%
IFO
2980
Independent Family Office
New York
$230K – – –
CWM
2981
Crowley Wealth Management
Delaware
$229K – – –
EAM
2982
Evanson Asset Management
California
$229K -$110K -767 -32%
FFG
2983
Fiduciary Financial Group
California
$229K -$2K -14 -0.9%
FCT
2984
First Community Trust
Iowa
$229K -$143K -1,000 -38%
WC
2985
Whitney & Co
New York
$228K -$54.1K -379 -19%
BGAI
2986
Bruce G. Allen Investments
Colorado
$228K +$18.4K +129 +9%
CM
2987
Capital Management
Virginia
$227K – – –
RFA
2988
Resurgent Financial Advisors
Georgia
$227K -$54.5K -382 -19%
AWM
2989
Ameliora Wealth Management
Switzerland
$227K – – –
ACA
2990
Affinity Capital Advisors
California
$226K – – –
TWM
2991
Tanager Wealth Management
United Kingdom
$226K +$230K +1,610 New
RFM
2992
Royal Fund Management
Florida
$226K -$85.5K -599 -27%
BCM
2993
BTC Capital Management
Iowa
$226K -$94.1K -659 -29%
MKA
2994
M. Kulyk & Associates
Georgia
$225K -$7.14K -50 -3%
VWM
2995
Vigilare Wealth Management
Arizona
$225K -$203K -1,424 -47%
MA
2996
McBroom & Associates
Nevada
$225K +$228K +1,600 New
IG
2997
IFS Group
Pennsylvania
$224K +$224K +1,568 New
BC
2998
Brio Consultants
California
$224K -$4.71K -33 -2%
TAM
2999
Tucker Asset Management
Colorado
$222K -$132K -925 -37%
VC
3000
Veracity Capital
Georgia
$222K -$98.1K -687 -30%
118 119
120
121 122