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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1776
KHP Capital
Oklahoma
$420K -$96.7K -850 -18%
CAM
1777
Cubic Asset Management
Massachusetts
$420K – – –
IIM
1778
Ironwood Investment Management
Massachusetts
$418K – – –
HWA
1779
HCR Wealth Advisors
California
$416K +$682 +6 +0.2%
NO
1780
Ninety One
South Africa
$415K – – –
CHA
1781
Cooper/Haims Advisors
New York
$413K – – –
GC
1782
Garde Capital
Washington
$412K -$45.5K -400 -10%
KS
1783
Karpas Strategies
Connecticut
$409K – – –
TCM
1784
Tanaka Capital Management
New York
$409K +$13.6K +120 +3%
CC
1785
Cedar Capital
Illinois
$408K -$7.05K -62 -2%
LCS
1786
Levin Capital Strategies
New York
$408K – – –
NL
1787
NVWM LLC
Pennsylvania
$407K +$9.78K +86 +2%
LSC
1788
Lesa Sroufe & Co
Washington
$407K +$424K +3,727 New
HFA
1789
Huber Financial Advisors
Illinois
$406K -$27.1K -238 -6%
PAM
1790
Premier Asset Management
Illinois
$406K +$39.8K +350 +10%
NQWM
1791
Northwest Quadrant Wealth Management
Oregon
$404K – – –
EF
1792
Empirical Finance
Pennsylvania
$404K +$375K +3,299 New
SAM
1793
Seelaus Asset Management
New Jersey
$400K +$143K +1,257 +52%
HAFS
1794
Hapanowicz & Associates Financial Services
Pennsylvania
$397K – – –
GLA
1795
Good Life Advisors
Pennsylvania
$397K +$14.7K +129 +4%
WTFG
1796
Wells Trecaso Financial Group
Ohio
$393K -$6.94K -61 -2%
AAP
1797
Aristotle Atlantic Partners
Florida
$393K +$108K +948 +36%
FWCM
1798
First Western Capital Management
California
$391K -$4M -35,150 -91%
AWE
1799
Avidian Wealth Enterprises
Texas
$391K – – –
IWC
1800
Integrated Wealth Concepts
Massachusetts
$390K -$122K -1,076 -23%
70 71
72
73 74