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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
3301
Morton Brown Family Wealth
Pennsylvania
$40.8K -$6.73K -40 -15%
CCA
3302
Criterion Capital Advisors
Tennessee
$39.9K – – –
KC
3303
Kepos Capital
New York
$38K -$6.4K -38 -15%
TCA
3304
Trifecta Capital Advisors
Illinois
$37.8K -$30.1K -179 -45%
NMM
3305
Naples Money Management
Florida
$36.6K – – –
BSWA
3306
Bromfield Sneider Wealth Advisors
Massachusetts
$36.2K – – –
RDIA
3307
RE Dickinson Investment Advisors
Iowa
$36K -$842 -5 -2%
DWS
3308
Dynamic Wealth Strategies
California
$36K +$34.2K +203 New
KSWA
3309
Kathleen S. Wright Associates
Pennsylvania
$35K +$33.7K +200 New
NC
3310
nVerses Capital
Florida
$35K +$33.7K +200 New
JAM
3311
JCIC Asset Management
Ontario, Canada
$34.1K – – –
HB
3312
Horizon Bancorp
Indiana
$33K – – –
AFS
3313
Annapolis Financial Services
Maryland
$32.7K -$55.2K -328 -64%
QL
3314
Quarry LP
New York
$30.6K +$16.3K +97 +124%
TWP
3315
TFO Wealth Partners
Ohio
$28.2K – – –
VWA
3316
Valued Wealth Advisors
Utah
$27.8K +$11.6K +69 +78%
CPA
3317
Clear Point Advisors
New York
$26.9K – – –
RTL
3318
Red Tortoise LLC
Georgia
$26.8K – – –
DFA
3319
DHJJ Financial Advisors
Illinois
$26.1K – – –
TCPG
3320
Trivant Custom Portfolio Group
California
$25.9K +$5.05K +30 +25%
AS
3321
Altshuler Shaham
Israel
$25.9K -$673 -4 -3%
UOTTAIMCU
3322
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.2K -$129K -766 -84%
HFS
3323
Horizon Financial Services
North Carolina
$25.2K +$24.2K +144 New
FGAM
3324
Financial Gravity Asset Management
Texas
$24.1K – – –
BIM
3325
Breakwater Investment Management
Washington
$23.5K +$22.6K +134 New
131 132
133
134 135