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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2976
Directional Asset Management
Illinois
$285K -$19.5K -125 -6%
BFS
2977
BridgePort Financial Solutions
Iowa
$285K +$6.7K +43 +2%
JPMIA
2978
J.P. Marvel Investment Advisors
Massachusetts
$284K -$8.57K -55 -3%
TW
2979
Towerpoint Wealth
California
$284K +$7.79K +50 +3%
TCM
2980
Traub Capital Management
Massachusetts
$284K – – –
AWM
2981
Ariadne Wealth Management
California
$284K +$3.12K +20 +1%
BWM
2982
BCGM Wealth Management
Indiana
$283K -$3.74K -24 -1%
MG
2983
McHugh Group
Ohio
$283K – – –
RIP
2984
Reliant Investment Partners
North Carolina
$282K – – –
MWM
2985
Manske Wealth Management
Texas
$282K +$63.4K +407 +29%
CA
2986
Crewe Advisors
Utah
$282K -$16.2K -104 -5%
VP
2987
Verum Partners
North Carolina
$282K +$2.81K +18 +1%
HBS
2988
Howard Bailey Securities
Indiana
$281K -$22.3K -143 -7%
LIM
2989
Lathrop Investment Management
Arkansas
$281K – – –
LWMNY
2990
Landmark Wealth Management (New York)
New York
$281K +$282K +1,809 New
BAM
2991
Bosun Asset Management
Illinois
$281K – – –
EV
2992
EJMK Ventures
Illinois
$281K -$147K -941 -34%
PRS
2993
Pinkerton Retirement Specialists
Idaho
$280K +$304K +1,952 New
WCP
2994
Wick Capital Partners
Pennsylvania
$280K -$393K -2,520 -58%
SGCA
2995
Steel Grove Capital Advisors
Tennessee
$280K +$29.8K +191 +12%
KBG
2996
Kahn Brothers Group
New York
$280K – – –
PC
2997
Prairiewood Capital
North Dakota
$280K – – –
PHWM
2998
Pine Harbor Wealth Management
Maryland
$279K +$467 +3 +0.2%
CA
2999
Clune & Associates
Illinois
$279K +$280K +1,799 New
SFGM
3000
Stonebridge Financial Group (Missouri)
Missouri
$279K +$5.14K +33 +2%
118 119
120
121 122