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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1276
Boyd Watterson Asset Management
Ohio
$2.34M +$147K +1,088 +7%
SAG
1277
SageView Advisory Group
California
$2.34M -$43.1K -320 -2%
LA
1278
LVW Advisors
New York
$2.34M -$46.1K -342 -2%
VA
1279
Valmark Advisers
Ohio
$2.34M -$113K -841 -5%
BAM
1280
Belpointe Asset Management
Nevada
$2.33M +$274K +2,032 +13%
MWM
1281
Mission Wealth Management
California
$2.33M -$13.9K -103 -0.6%
TA
1282
TFG Advisers
Michigan
$2.32M -$66.5K -494 -3%
SMC
1283
Smith, Moore & Co
Missouri
$2.32M -$62.5K -464 -3%
TAIM
1284
Te Ahumairangi Investment Management
New Zealand
$2.32M +$348K +2,580 +17%
EM
1285
Excalibur Management
Massachusetts
$2.32M +$144K +1,066 +6%
LKIM
1286
Lawson Kroeker Investment Management
Nebraska
$2.32M +$121K +900 +5%
AWM
1287
Avior Wealth Management
Nebraska
$2.31M +$207K +1,537 +10%
CCG
1288
Chatham Capital Group
Georgia
$2.31M -$115K -855 -5%
FWM
1289
Finer Wealth Management
Massachusetts
$2.31M +$153K +1,133 +7%
ACP
1290
Aviance Capital Partners
Florida
$2.3M +$58.2K +432 +3%
AOWM
1291
Alpha Omega Wealth Management
Virginia
$2.29M -$53.9K -400 -2%
MIM
1292
Morningstar Investment Management
Illinois
$2.29M +$373K +2,769 +19%
DFA
1293
Delta Financial Advisors
Louisiana
$2.28M +$86.9K +645 +4%
AC
1294
AlphaCore Capital
California
$2.27M +$110K +817 +5%
PWP
1295
Prasad Wealth Partners
Ohio
$2.26M +$2.31M +17,127 New
HHAA
1296
Henry H. Armstrong Associates
Pennsylvania
$2.26M – – –
WPC
1297
White Pine Capital
Minnesota
$2.25M -$16.3K -121 -0.7%
NAMP
1298
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.25M -$40.4K -300 -2%
MIM
1299
Moseley Investment Management
Florida
$2.25M -$92.7K -688 -4%
WWA
1300
WCG Wealth Advisors
Nevada
$2.25M -$365K -2,706 -14%
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