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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1651
Mission Creek Capital Partners
California
$1.84M +$162K +960 +10%
AAM
1652
Ascension Asset Management
New York
$1.84M +$1.77M +10,530 New
B
1653
Birchbrook
Maine
$1.84M +$26.6K +158 +2%
AIM
1654
AHL Investment Management
Florida
$1.84M – – –
SNBOSCI
1655
Security National Bank of Sioux City Iowa
Iowa
$1.83M -$20.7K -123 -1%
EWM
1656
Elmwood Wealth Management
California
$1.83M +$268K +1,591 +18%
USCWA
1657
U.S. Capital Wealth Advisors
Texas
$1.83M -$328K -1,946 -16%
LA
1658
Lifeworks Advisors
Michigan
$1.83M +$704K +4,182 +67%
AWM
1659
Avitas Wealth Management
California
$1.83M -$24.7K -147 -1%
FC
1660
Forte Capital
New York
$1.82M -$201K -1,195 -10%
SLFPAM
1661
St. Louis Financial Planners Asset Management
Missouri
$1.82M +$1.81M +10,733 New
WIA
1662
Westbourne Investment Advisors
Maryland
$1.82M +$6.9K +41 +0.4%
IW
1663
Imprint Wealth
South Carolina
$1.82M +$251K +1,489 +17%
EB
1664
Emprise Bank
Kansas
$1.82M +$1.75M +10,379 New
OC
1665
Oakworth Capital
Alabama
$1.81M -$8.75K -52 -0.5%
CFFP
1666
Center for Financial Planning
Michigan
$1.81M +$42.3K +251 +2%
HCCM
1667
Hudson Canyon Capital Management
New York
$1.81M – – –
LFG
1668
Larson Financial Group
Missouri
$1.81M +$1M +5,942 +136%
PWG
1669
Portside Wealth Group
Utah
$1.81M +$331K +1,969 +24%
PWMG
1670
Pinnacle Wealth Management Group
Michigan
$1.8M – – –
PHIMC
1671
Private Harbour Investment Management & Counsel
Ohio
$1.8M -$14.8K -88 -0.8%
AI
1672
Accredited Investors
Minnesota
$1.79M +$77.9K +463 +5%
GA
1673
GoalVest Advisory
New York
$1.79M +$751K +4,459 +77%
LT
1674
Legacy Trust
Michigan
$1.78M +$29K +172 +2%
KGC
1675
Kennon-Green & Company
Ohio
$1.78M -$505 -3 -0%
65 66
67
68 69