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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3151
Retirement Solution
Washington
$203K +$205K +1,194 New
IA
3152
Inspire Advisors
Idaho
$203K +$205K +1,192 New
BSC
3153
Brown Shipley & Co
United Kingdom
$203K – – –
FBT
3154
First Bank & Trust
South Dakota
$202K +$204K +1,190 New
AFA
3155
AA Financial Advisors
Ohio
$202K -$30.9K -180 -13%
SCA
3156
Scott Capital Advisors
Oregon
$201K +$204K +1,185 New
NRW
3157
Nova R Wealth
Kansas
$201K +$203K +1,184 New
PSP
3158
Pacific Sage Partners
Washington
$200K +$202K +1,178 New
JSAM
3159
J. Safra Asset Management
New York
$196K +$34.5K +201 +21%
SCM
3160
Silvant Capital Management
Georgia
$195K +$30.1K +175 +18%
A
3161
AlphaQuest
New York
$194K -$950K -5,527 -83%
PA
3162
Pineridge Advisors
Missouri
$192K +$1.37K +8 +0.7%
HIIFS
3163
Harel Insurance Investments & Financial Services
Israel
$191K -$629K -3,663 -77%
POIA
3164
Pin Oak Investment Advisors
Texas
$190K -$13.9K -81 -7%
RA
3165
Rise Advisors
New York
$189K -$78.7K -458 -29%
RWM
3166
Ruedi Wealth Management
Illinois
$187K -$1.72K -10 -0.9%
SC
3167
Steph & Co
Wisconsin
$187K +$15.8K +92 +9%
AA
3168
AlphaMark Advisors
Kentucky
$184K -$3.44K -20 -2%
ACA
3169
Atlas Capital Advisors
Wyoming
$178K -$17.2K -100 -9%
IWP
3170
IAG Wealth Partners
Wisconsin
$176K – – –
QL
3171
Quarry LP
New York
$175K +$23.7K +138 +15%
OA
3172
Operose Advisors
Wisconsin
$175K – – –
NECFA
3173
New England Capital Financial Advisors
Connecticut
$174K +$1.2K +7 +0.7%
FFO
3174
Fortitude Family Office
Arizona
$173K +$116K +677 +197%
VAMG
3175
Voisard Asset Management Group
Michigan
$173K +$3.44K +20 +2%
125 126
127
128 129