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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3051
HT Partners
Connecticut
$236K – – –
PCM
3052
Pennsylvania Capital Management
Pennsylvania
$236K +$13.1K +76 +6%
SCM
3053
Sterneck Capital Management
Missouri
$236K +$238K +1,385 New
AW
3054
Alaethes Wealth
Nevada
$235K +$238K +1,383 New
SWM
3055
SilverOak Wealth Management
Minnesota
$235K – – –
PPW
3056
Pasadena Private Wealth
California
$235K – – –
GG
3057
Greenwood Gearhart
Arkansas
$234K – – –
AL
3058
ADE LLC
Maryland
$234K – – –
PGWM
3059
Parisi Gray Wealth Management
New Jersey
$234K +$1.2K +7 +0.5%
MIM
3060
Meixler Investment Management
Arizona
$234K -$1.37K -8 -0.6%
BC
3061
Barrett & Company
Rhode Island
$234K -$5.67K -33 -2%
KFA
3062
Kapstone Financial Advisors
Ohio
$233K -$71.6K -417 -23%
HWM
3063
Horizon Wealth Management
Illinois
$233K -$11.3K -66 -5%
SFMG
3064
Sage Financial Management Group
Virginia
$233K +$236K +1,373 New
FCFC
3065
First Citizens Financial Corp
Iowa
$233K – – –
IAM
3066
Impact Asset Management
$233K +$235K +1,370 New
WFA
3067
Websterrogers Financial Advisors
South Carolina
$233K -$6.87K -40 -3%
CCWM
3068
Correct Capital Wealth Management
Missouri
$232K -$34.4K -200 -13%
G
3069
GenTrust
Florida
$232K -$15.3K -89 -6%
TWD
3070
True Wealth Design
Ohio
$231K +$164K +952 +233%
HFW
3071
Horizon Family Wealth
Illinois
$231K +$1.89K +11 +0.8%
LCS
3072
Levin Capital Strategies
New York
$231K -$17.2K -100 -7%
HIF
3073
Hill Island Financial
Michigan
$231K – – –
BSHC
3074
Breed's Hill Capital
Massachusetts
$231K – – –
PFA
3075
Pathway Financial Advisors
Vermont
$231K -$3.44K -20 -1%
121 122
123
124 125