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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3101
Bellwether Advisors
Nebraska
$62.2K +$175 +1 +0.3%
EA
3102
Evolution Advisers
Virginia
$62K – – –
LSA
3103
Lansing Street Advisors
Pennsylvania
$61.9K +$524 +3 +0.9%
LFA
3104
Level Financial Advisors
New York
$61.8K -$2.1K -12 -3%
PP
3105
PrairieView Partners
Minnesota
$61K -$2.27K -13 -4%
DF
3106
DecisionPoint Financial
Arizona
$59.6K – – –
BSWA
3107
Bromfield Sneider Wealth Advisors
Massachusetts
$57.8K – – –
SA
3108
SRH Advisors
Kansas
$55K – – –
GKIM
3109
GW&K Investment Management
Massachusetts
$55K +$52.4K +300 New
FA
3110
Financial Avengers
California
$52.5K +$350 +2 +0.7%
LWA
3111
Lowe Wealth Advisors
Maryland
$47K – – –
PCFFS
3112
Pacific Center for Financial Services
California
$46.9K +$44.9K +257 New
UCB
3113
United Community Bank
South Carolina
$46.3K – – –
MBFW
3114
Morton Brown Family Wealth
Pennsylvania
$45.8K – – –
CCMI
3115
Creative Capital Management Investments
California
$45.2K +$34.3K +196 +377%
CPA
3116
Cowen Prime Advisors
New York
$44K – – –
AS
3117
Altshuler Shaham
Israel
$43.8K -$106K -604 -72%
HB
3118
Horizon Bancorp
Indiana
$41K -$564K -3,224 -93%
ARS
3119
Adirondack Retirement Specialists
New York
$40.6K +$17.5K +100 +81%
RDIA
3120
RE Dickinson Investment Advisors
Iowa
$40K -$17.3K -99 -31%
TCA
3121
Trifecta Capital Advisors
Illinois
$39.4K – – –
CCM
3122
Carderock Capital Management
Maryland
$36.5K +$35K +200 New
MWC
3123
MBM Wealth Consultants
Missouri
$36K – – –
JAM
3124
JCIC Asset Management
Ontario, Canada
$35.5K – – –
MFG
3125
Mendota Financial Group
Wisconsin
$35.5K – – –
123 124
125
126 127