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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1501
Ritholtz Wealth Management
New York
$2M -$542K -3,308 -20%
WWM
1502
Wolff Wiese Magana
California
$2M +$68K +415 +3%
CGL
1503
Clarius Group LLC
Washington
$1.99M +$413K +2,521 +24%
WWM
1504
Western Wealth Management
Colorado
$1.99M +$4.75K +29 +0.2%
V
1505
VeraBank
Texas
$1.98M -$16.1K -98 -0.7%
IIL
1506
Insight Inv LLC
California
$1.98M -$74.5K -455 -3%
GFA
1507
Gifford Fong Associates
California
$1.98M – – –
EHWM
1508
Eads & Heald Wealth Management
Georgia
$1.97M -$16.4K -100 -0.8%
GAM
1509
Grandview Asset Management
Pennsylvania
$1.97M +$2.12M +12,948 New
GSWM
1510
Greenup Street Wealth Management
Michigan
$1.96M +$2.12M +12,914 New
FCP
1511
Fidelis Capital Partners
Florida
$1.96M +$188K +1,147 +10%
TW
1512
TrinityPoint Wealth
Connecticut
$1.96M -$427K -2,604 -17%
WCM
1513
Wisconsin Capital Management
Wisconsin
$1.96M -$80.1K -489 -4%
AIA
1514
AIMZ Investment Advisors
California
$1.95M -$16.4K -100 -0.8%
KGC
1515
Kennon-Green & Company
Ohio
$1.95M +$199K +1,216 +10%
GL
1516
GHE LLC
Tennessee
$1.95M +$112K +682 +6%
CD
1517
Chapin Davis
Maryland
$1.94M – – –
MBT
1518
Montecito Bank & Trust
California
$1.93M – – –
WBCM
1519
Wilson & Boucher Capital Management
California
$1.93M -$3.28K -20 -0.2%
KIA
1520
Knollwood Investment Advisory
Maryland
$1.93M – – –
LCM
1521
Liberty Capital Management
Michigan
$1.92M -$233K -1,422 -10%
BFG
1522
Beacon Financial Group
Texas
$1.92M -$23.6K -144 -1%
CFO
1523
Callan Family Office
Pennsylvania
$1.92M +$1.09M +6,645 +111%
ADBIC
1524
A.D. Beadell Investment Counsel
Wisconsin
$1.92M -$16.4K -100 -0.8%
TNB
1525
Thomasville National Bank
Georgia
$1.92M -$45.4K -277 -2%
59 60
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