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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
3051
Mach-1 Financial Group
Arkansas
$234K +$232K +1,560 New
CIA
3052
Cohen Investment Advisors
New Hampshire
$234K – – –
RA
3053
Rise Advisors
New York
$234K +$49.6K +333 +27%
BMM
3054
Berkshire Money Management
Massachusetts
$233K +$232K +1,557 New
WTFG
3055
Wood Tarver Financial Group
Idaho
$233K -$18.2K -122 -7%
SSC
3056
Syverson Strege & Co
Iowa
$233K +$8.63K +58 +4%
WIM
3057
Warwick Investment Management
Texas
$233K +$231K +1,555 New
ISFAN
3058
Investor's Fiduciary Advisor Network
Washington
$233K -$554K -3,722 -70%
UBG
3059
United Bank (Georgia)
Georgia
$233K -$6.1K -41 -3%
GG
3060
Greenwood Gearhart
Arkansas
$232K -$36.5K -245 -14%
CCC
3061
Chelsea Counsel Company
California
$232K – – –
SRC
3062
Sage Rhino Capital
California
$232K -$5.36K -36 -2%
AIA
3063
Accelerate Investment Advisors
California
$232K +$27.7K +186 +14%
FA
3064
Fermata Advisors
California
$232K -$14.7K -99 -6%
AI
3065
AXS Investments
New York
$231K -$38.5K -259 -14%
SIA
3066
Schear Investment Advisers
Ohio
$231K -$378K -2,541 -62%
CM
3067
Capula Management
Cayman Islands
$231K +$80.2K +539 +54%
TSW
3068
Three Seasons Wealth
Utah
$231K – – –
OBGC
3069
O'Brien Greene & Co
Pennsylvania
$231K -$32.6K -219 -12%
LFG
3070
Lockerman Financial Group
California
$230K -$1.04K -7 -0.5%
ACA
3071
Affinity Capital Advisors
California
$230K +$1.49K +10 +0.6%
CP
3072
Camelot Portfolios
Ohio
$230K +$228K +1,532 New
MCAI
3073
Members Capital Advisors Inc
Wisconsin
$230K – – –
VFG
3074
Victory Financial Group
Texas
$230K +$228K +1,535 New
BIG
3075
Brookwood Investment Group
Arizona
$229K +$228K +1,529 New
121 122
123
124 125