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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CV
3051
Counterweight Ventures
North Carolina
$228K – – –
CFO
3052
Collective Family Office
Pennsylvania
$228K -$10.7K -62 -4%
MIM
3053
Meixler Investment Management
Arizona
$228K +$10K +58 +4%
SWM
3054
SilverOak Wealth Management
Minnesota
$228K -$17.3K -100 -7%
GG
3055
Greenwood Gearhart
Arkansas
$227K +$238K +1,379 New
PPW
3056
Pasadena Private Wealth
California
$227K +$173 +1 +0.1%
AL
3057
ADE LLC
Maryland
$227K -$10K -58 -4%
PFA
3058
Pathway Financial Advisors
Vermont
$227K -$11K -64 -4%
AWM
3059
Atticus Wealth Management
Florida
$226K -$81.8K -474 -26%
FCFC
3060
First Citizens Financial Corp
Iowa
$226K -$19.8K -115 -8%
PGWM
3061
Parisi Gray Wealth Management
New Jersey
$226K +$2.76K +16 +1%
PFG
3062
Prosperity Financial Group
California
$225K +$19.3K +112 +9%
AFA
3063
AA Financial Advisors
Ohio
$225K -$75.8K -439 -24%
BHA
3064
Beech Hill Advisors
New York
$224K +$29.3K +170 +14%
BFIC
3065
Bedell Frazier Investment Counselling
California
$224K -$345 -2 -0.1%
HIF
3066
Hill Island Financial
Michigan
$224K -$199K -1,155 -46%
BSHC
3067
Breed's Hill Capital
Massachusetts
$224K +$8.97K +52 +4%
PAS
3068
Point72 Asia (Singapore)
Singapore
$223K +$234K +1,354 New
HFS
3069
Heritage Financial Services
Massachusetts
$223K -$863 -5 -0.4%
RFA
3070
ROI Financial Advisors
Oregon
$223K +$4.83K +28 +2%
DIP
3071
Davis Investment Partners
North Carolina
$223K – – –
HFW
3072
Horizon Family Wealth
Illinois
$222K +$3.45K +20 +2%
FWI
3073
Facet Wealth Inc
Maryland
$221K +$220K +1,277 New
RAM
3074
Riggs Asset Management
Pennsylvania
$220K +$2.24K +13 +1%
BAM
3075
BOS Asset Management
Illinois
$220K – – –
121 122
123
124 125