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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
3226
Kings Path Partners
Texas
$85K – – –
CCM
3227
Copeland Capital Management
Pennsylvania
$85K +$85.9K +500 New
PP
3228
PrairieView Partners
Minnesota
$85K – – –
AP
3229
Aspect Partners
Virginia
$84.7K +$172 +1 +0.2%
GJWM
3230
Gilliland Jeter Wealth Management
Arkansas
$84.3K – – –
TCM
3231
Tributary Capital Management
Nebraska
$84.2K -$2.58K -15 -3%
CPA
3232
Capital Performance Advisors
California
$83.3K +$84.2K +490 New
TLCM
3233
Twin Lakes Capital Management
California
$83.2K – – –
KFP
3234
Keener Financial Planning
Texas
$83K – – –
OAJ
3235
Ogorek Anthony Joseph
New York
$81K +$687 +4 +0.8%
C
3236
Covestor
United Kingdom
$80K -$687 -4 -0.8%
SHIM
3237
Stone House Investment Management
Pennsylvania
$79.3K +$344 +2 +0.4%
MFT
3238
Moisand Fitzgerald Tamayo
Florida
$77.3K – – –
BFS
3239
Burkett Financial Services
South Carolina
$73.4K -$16K -93 -18%
MCA
3240
Maryland Capital Advisors
Maryland
$73.1K +$56.7K +330 +330%
UIA
3241
Ulland Investment Advisors
Minnesota
$73K – – –
CIAS
3242
CBIZ Investment Advisory Services
Ohio
$69.9K – – –
GIM
3243
Gold Investment Management
Alberta, Canada
$69K +$344 +2 +0.5%
HC
3244
Hara Capital
Washington
$68.4K +$69.1K +402 New
BAM
3245
Byrne Asset Management
New Jersey
$66.8K -$3.09K -18 -4%
BIA
3246
Bell Investment Advisors
California
$62.9K +$6.18K +36 +11%
PCWA
3247
Pacific Capital Wealth Advisors
California
$62.2K +$21K +122 +50%
BGA
3248
Battery Global Advisors
Massachusetts
$61.7K +$62.4K +363 New
RWM
3249
Raffa Wealth Management
District of Columbia
$60.9K +$11.2K +65 +22%
BCM
3250
Basso Capital Management
Connecticut
$59.9K -$55.3K -322 -48%
128 129
130
131 132