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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Citadel Investment Advisory
Ohio
$2.81M -$51.5K -307 -2%
BOPW
1302
Brandywine Oak Private Wealth
Pennsylvania
$2.81M -$295K -1,757 -9%
UFF
1303
USA Financial Formulas
Michigan
$2.81M +$92.2K +549 +3%
FFA
1304
First Foundation Advisors
California
$2.81M +$21.3K +127 +0.8%
BW
1305
Basepoint Wealth
Iowa
$2.8M +$2.18K +13 +0.1%
CG
1306
CFO4Life Group
Texas
$2.8M -$29K -173 -1%
KFGK
1307
Keystone Financial Group (Kentucky)
Kentucky
$2.79M +$36.6K +218 +1%
HFS
1308
Howard Financial Services
Texas
$2.78M -$353K -2,102 -11%
AIM
1309
AMI Investment Management
Indiana
$2.78M +$19K +113 +0.7%
LDB
1310
Lee, Danner & Bass
Tennessee
$2.78M -$311K -1,855 -10%
RIA
1311
Regal Investment Advisors
Michigan
$2.77M +$78.4K +467 +3%
AIM
1312
Athena Investment Management
California
$2.77M +$2.78M +16,549 New
EHWM
1313
Eads & Heald Wealth Management
Georgia
$2.77M -$29K -173 -1%
TGAM
1314
TBH Global Asset Management
Tennessee
$2.77M -$22.8K -136 -0.8%
LMKC
1315
L.M. Kohn & Company
Ohio
$2.77M +$2.77M +16,525 New
SAM
1316
Synergy Asset Management
Washington
$2.77M +$22.8K +136 +0.8%
AAS
1317
Ameritas Advisory Services
Nebraska
$2.76M +$66.7K +397 +2%
SMFG
1318
Sumitomo Mitsui Financial Group
Japan
$2.75M -$576K -3,432 -17%
CL
1319
CPWM LLC
Washington
$2.74M +$572K +3,405 +26%
ZF
1320
Zhang Financial
Michigan
$2.74M +$139K +830 +5%
WG
1321
Winton Group
United Kingdom
$2.74M +$1.37M +8,180 +100%
OPS
1322
Orion Portfolio Solutions
Nebraska
$2.74M -$26K -155 -0.9%
IPW
1323
Inlet Private Wealth
Florida
$2.73M +$1.18K +7 +0%
NAMP
1324
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.73M +$4.2K +25 +0.2%
CA
1325
Claro Advisors
Massachusetts
$2.72M – – –
51 52
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