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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3151
JSF Financial
California
$236K -$31.2K -200 -12%
TFP
3152
Tilia Fiduciary Partners
North Carolina
$235K -$24.3K -156 -9%
NCTC
3153
New Covenant Trust Company
Indiana
$234K -$34.6K -222 -13%
OWM
3154
Opes Wealth Management
California
$234K -$38.5K -247 -14%
CCWM
3155
Correct Capital Wealth Management
Missouri
$234K +$235K +1,505 New
PCM
3156
Park Capital Management
Wisconsin
$233K -$156 -1 -0.1%
OWM
3157
Orgel Wealth Management
Wisconsin
$233K – – –
PCMI
3158
Paradigm Capital Management Inc
New York
$233K – – –
WT
3159
WHI Trust
Illinois
$233K – – –
OFO
3160
OneAscent Family Office
Alabama
$233K +$234K +1,500 New
DA
3161
Drake & Associates
Wisconsin
$233K -$88K -565 -27%
APM
3162
a16z Perennial Management
California
$233K – – –
CWMS
3163
Cannon Wealth Management Services
North Carolina
$233K +$3.58K +23 +2%
ACA
3164
Ascension Capital Advisors
Texas
$232K +$233K +1,496 New
PWA
3165
Peterson Wealth Advisors
Utah
$232K -$3.27K -21 -1%
IA
3166
Inspire Advisors
Idaho
$232K +$233K +1,495 New
HIS
3167
Harvest Investment Services
Illinois
$232K -$7.17K -46 -3%
TI
3168
tru Independence
Oregon
$232K +$232K +1,492 New
PFG
3169
Pinnacle Financial Group
Illinois
$232K -$14K -90 -6%
TCM
3170
TD Capital Management
Tennessee
$231K -$17.3K -111 -7%
PWM
3171
Provident Wealth Management
Tennessee
$231K – – –
SWA
3172
Strategies Wealth Advisors
Michigan
$231K -$779 -5 -0.3%
DI
3173
Disciplined Investments
Oklahoma
$230K -$156 -1 -0.1%
BCMLT
3174
Beacon Capital Management LLC (Tennessee)
Tennessee
$230K -$151K -971 -40%
SHF
3175
Safe Harbor Fiduciary
Florida
$229K -$1.56K -10 -0.7%
125 126
127
128 129