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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
3026
Lansing Street Advisors
Pennsylvania
$260K +$250K +1,485 New
SJL
3027
Shayne & Jacobs LLC
Tennessee
$260K – – –
FCFC
3028
First Citizens Financial Corp
Iowa
$260K +$5.05K +30 +2%
AHC
3029
Anderson Hoagland & Co
Missouri
$259K +$673 +4 +0.3%
SWM
3030
SilverOak Wealth Management
Minnesota
$259K -$13.6K -81 -5%
FWM
3031
Fingerlakes Wealth Management
New York
$258K +$1.85K +11 +0.8%
ITB
3032
Idaho Trust Bank
Idaho
$258K +$249K +1,477 New
SPI
3033
Santori & Peters Inc
Pennsylvania
$258K -$337 -2 -0.1%
SAMC
3034
Spectrum Asset Management (California)
California
$257K -$38K -226 -13%
MF
3035
Meridian Financial
Massachusetts
$257K +$168 +1 +0.1%
ANB
3036
Amarillo National Bank
Texas
$256K -$2.19K -13 -0.9%
RWI
3037
Red Wave Investments
Pennsylvania
$256K – – –
EIA
3038
Eldridge Investment Advisors
New Hampshire
$255K +$33.7K +200 +16%
HA
3039
HFG Advisors
Ohio
$254K -$89.2K -530 -27%
CCA
3040
Conestoga Capital Advisors
Pennsylvania
$254K – – –
RA
3041
Rise Advisors
New York
$253K +$126K +750 +108%
CFO
3042
Collective Family Office
Pennsylvania
$253K +$25.6K +152 +12%
CWM
3043
Chronos Wealth Management
Florida
$253K -$30.6K -182 -11%
PFA
3044
Pathway Financial Advisors
Vermont
$252K -$168 -1 -0.1%
CFG
3045
Compton Financial Group
Maryland
$252K +$505 +3 +0.2%
AL
3046
ADE LLC
Maryland
$251K +$9.76K +58 +4%
WMP
3047
Wealth Management Partners
Arizona
$250K -$20.7K -123 -8%
LFP
3048
Lakeshore Financial Planning
Michigan
$250K -$5.72K -34 -2%
HCP
3049
Holt Capital Partners
Texas
$249K – – –
FIC
3050
Family Investment Center
Missouri
$249K -$6.06K -36 -2%
120 121
122
123 124