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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1451
Atomi Financial Group
New York
$1.9M +$450K +3,065 +30%
GAFA
1452
Garton & Associates Financial Advisors
Kentucky
$1.89M +$1.94M +13,195 New
SAM
1453
S.A. Mason
Michigan
$1.89M +$135K +916 +7%
SNBOSD
1454
Security National Bank of So Dak
Iowa
$1.89M – – –
OFG
1455
OmniStar Financial Group
North Carolina
$1.88M +$152K +1,037 +9%
BI
1456
Bradyco Inc
Massachusetts
$1.88M – – –
TIM
1457
Titan Investment Management
Indiana
$1.88M +$1.92M +13,098 New
MCM
1458
Monarch Capital Management
Indiana
$1.88M +$125K +850 +7%
SFG
1459
Strive Financial Group
Indiana
$1.88M +$1.92M +13,073 New
XF
1460
XML Financial
Maryland
$1.87M -$18.1K -123 -0.9%
AWM
1461
Accurate Wealth Management
Florida
$1.87M +$101K +685 +5%
HFM
1462
Hartford Financial Management
Connecticut
$1.87M -$10.4K -71 -0.5%
CWM
1463
Connecticut Wealth Management
Connecticut
$1.87M -$47.5K -323 -2%
GFA
1464
Gifford Fong Associates
California
$1.87M – – –
DSC
1465
Duncker Streett & Co
Missouri
$1.86M +$49.8K +339 +3%
KNW
1466
Kesler Norman & Wride
Utah
$1.86M -$120K -818 -6%
CSA
1467
Cottage Street Advisors
Massachusetts
$1.85M -$301K -2,050 -14%
MGP
1468
M&G plc
United Kingdom
$1.85M – – –
AIA
1469
AIMZ Investment Advisors
California
$1.85M -$7.35K -50 -0.4%
RCA
1470
Ranch Capital Advisors
Florida
$1.85M +$85.2K +580 +5%
DDC
1471
DF Dent & Co
Maryland
$1.85M +$205K +1,392 +12%
T
1472
TOBAM
France
$1.84M +$1.6M +10,884 +553%
TBNY
1473
Trustco Bank (New York)
New York
$1.84M -$29.4K -200 -2%
MMPW
1474
Mitchell McLeod Pugh & Williams
Alabama
$1.84M +$119K +809 +8%
EWA
1475
EverSource Wealth Advisors
Alabama
$1.84M +$257K +1,747 +16%
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60 61