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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ORAM
3301
One River Asset Management
Connecticut
$25.8K +$26.1K +152 New
DFA
3302
DHJJ Financial Advisors
Illinois
$25.5K -$6.7K -39 -21%
TCPG
3303
Trivant Custom Portfolio Group
California
$25.2K – – –
HFS
3304
Horizon Financial Services
North Carolina
$24.5K – – –
UOTTAIMCU
3305
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.5K – – –
AS
3306
Altshuler Shaham
Israel
$24K +$3.61K +21 +18%
BIM
3307
Breakwater Investment Management
Washington
$22.8K – – –
PA
3308
PSI Advisors
Florida
$22.3K – – –
HB
3309
Horizon Bancorp
Indiana
$22K – – –
HF
3310
Halpern Financial
Virginia
$21.5K – – –
NCM
3311
Northwest Capital Management
Oregon
$21.4K – – –
FC
3312
Family CFO
California
$21.3K – – –
FFA
3313
Frazier Financial Advisors
Ohio
$20.7K -$31.6K -184 -60%
PWS
3314
Peterson Wealth Services
Utah
$19.7K +$19.9K +116 New
RWA
3315
Redmont Wealth Advisors
Illinois
$18.5K – – –
PCM
3316
Penserra Capital Management
California
$18K – – –
EPW
3317
Evergreen Private Wealth
Colorado
$17.9K – – –
TLA
3318
Tanglewood Legacy Advisors
Texas
$17.9K – – –
NAAA
3319
New Age Alpha Advisors
New York
$17.7K +$17.9K +104 New
BFA
3320
BBJS Financial Advisors
Washington
$17K – – –
SR
3321
Syntax Research
Florida
$17K – – –
FGA
3322
Fortis Group Advisors
New Jersey
$16.5K – – –
GAG
3323
Goodman Advisory Group
Massachusetts
$15.8K -$10.3K -60 -39%
TPW
3324
Talon Private Wealth
Florida
$15.1K +$15.3K +89 New
IRAG
3325
Investment Research & Advisory Group
Georgia
$15K – – –
131 132
133
134 135