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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3051
Sterneck Capital Management
Missouri
$236K +$238K +1,385 New
AW
3052
Alaethes Wealth
Nevada
$235K +$238K +1,383 New
SWM
3053
SilverOak Wealth Management
Minnesota
$235K – – –
PPW
3054
Pasadena Private Wealth
California
$235K – – –
GG
3055
Greenwood Gearhart
Arkansas
$234K – – –
AL
3056
ADE LLC
Maryland
$234K – – –
PGWM
3057
Parisi Gray Wealth Management
New Jersey
$234K +$1.2K +7 +0.5%
MIM
3058
Meixler Investment Management
Arizona
$234K -$1.37K -8 -0.6%
BC
3059
Barrett & Company
Rhode Island
$234K -$5.67K -33 -2%
KFA
3060
Kapstone Financial Advisors
Ohio
$233K -$71.6K -417 -23%
HWM
3061
Horizon Wealth Management
Illinois
$233K -$11.3K -66 -5%
SFMG
3062
Sage Financial Management Group
Virginia
$233K +$236K +1,373 New
FCFC
3063
First Citizens Financial Corp
Iowa
$233K – – –
IAM
3064
Impact Asset Management
$233K +$235K +1,370 New
WFA
3065
Websterrogers Financial Advisors
South Carolina
$233K -$6.87K -40 -3%
CCWM
3066
Correct Capital Wealth Management
Missouri
$232K -$34.4K -200 -13%
G
3067
GenTrust
Florida
$232K -$15.3K -89 -6%
TWD
3068
True Wealth Design
Ohio
$231K +$164K +952 +233%
HFW
3069
Horizon Family Wealth
Illinois
$231K +$1.89K +11 +0.8%
LCS
3070
Levin Capital Strategies
New York
$231K -$17.2K -100 -7%
HIF
3071
Hill Island Financial
Michigan
$231K – – –
BSHC
3072
Breed's Hill Capital
Massachusetts
$231K – – –
PFA
3073
Pathway Financial Advisors
Vermont
$231K -$3.44K -20 -1%
BWFA
3074
Baltimore-Washington Financial Advisors
Maryland
$230K +$233K +1,355 New
BFIC
3075
Bedell Frazier Investment Counselling
California
$230K -$515 -3 -0.2%
121 122
123
124 125