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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3301
Kepos Capital
New York
$38K -$6.4K -38 -15%
TCA
3302
Trifecta Capital Advisors
Illinois
$37.8K -$30.1K -179 -45%
NMM
3303
Naples Money Management
Florida
$36.6K – – –
BSWA
3304
Bromfield Sneider Wealth Advisors
Massachusetts
$36.2K – – –
RDIA
3305
RE Dickinson Investment Advisors
Iowa
$36K -$842 -5 -2%
DWS
3306
Dynamic Wealth Strategies
California
$36K +$34.2K +203 New
KSWA
3307
Kathleen S. Wright Associates
Pennsylvania
$35K +$33.7K +200 New
NC
3308
nVerses Capital
Florida
$35K +$33.7K +200 New
JAM
3309
JCIC Asset Management
Ontario, Canada
$34.1K – – –
HB
3310
Horizon Bancorp
Indiana
$33K – – –
AFS
3311
Annapolis Financial Services
Maryland
$32.7K -$55.2K -328 -64%
QL
3312
Quarry LP
New York
$30.6K +$16.3K +97 +124%
TWP
3313
TFO Wealth Partners
Ohio
$28.2K – – –
VWA
3314
Valued Wealth Advisors
Utah
$27.8K +$11.6K +69 +78%
CPA
3315
Clear Point Advisors
New York
$26.9K – – –
RTL
3316
Red Tortoise LLC
Georgia
$26.8K – – –
DFA
3317
DHJJ Financial Advisors
Illinois
$26.1K – – –
TCPG
3318
Trivant Custom Portfolio Group
California
$25.9K +$5.05K +30 +25%
AS
3319
Altshuler Shaham
Israel
$25.9K -$673 -4 -3%
UOTTAIMCU
3320
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.2K -$129K -766 -84%
HFS
3321
Horizon Financial Services
North Carolina
$25.2K +$24.2K +144 New
FGAM
3322
Financial Gravity Asset Management
Texas
$24.1K – – –
BIM
3323
Breakwater Investment Management
Washington
$23.5K +$22.6K +134 New
IHWM
3324
Iron Horse Wealth Management
Iowa
$23.3K +$17.7K +105 +375%
PA
3325
PSI Advisors
Florida
$22.9K -$3.54K -21 -14%
131 132
133
134 135