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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1826
Doliver Advisors
Texas
$873K +$260K +1,895 +44%
PCA
1827
Pallas Capital Advisors
Massachusetts
$871K +$815K +5,936 New
W
1828
WealthStone
Ohio
$869K +$33.2K +242 +4%
EAMA
1829
EFG Asset Management (Americas)
Florida
$868K -$85.2K -621 -9%
EWM
1830
Empirical Wealth Management
Washington
$868K +$170K +1,236 +25%
ATWA
1831
Arbor Trust Wealth Advisors
Michigan
$867K +$38.4K +280 +5%
WCM
1832
Wunderlich Capital Managemnt
Tennessee
$865K -$994K -7,242 -54%
SW
1833
SkyOak Wealth
Michigan
$865K – – –
UBV
1834
United Bank (Virginia)
Virginia
$862K +$97.3K +709 +13%
MCM
1835
Marathon Capital Management
Maryland
$860K +$26.1K +190 +3%
MPPW
1836
Mitchell & Pahl Private Wealth
Oklahoma
$860K +$36K +262 +5%
AWG
1837
Altus Wealth Group
Colorado
$855K +$67.2K +490 +9%
TW
1838
Towerpoint Wealth
California
$851K +$826K +6,019 New
CSPAM
1839
Cary Street Partners Asset Management
Virginia
$848K -$100K -731 -2%
CHAM
1840
Clear Harbor Asset Management
Connecticut
$848K +$18.3K +133 +2%
CFS
1841
CRA Financial Services
New Jersey
$847K -$16.3K -119 -2%
FMLI
1842
Fukoku Mutual Life Insurance
Japan
$846K -$54.9K -400 -6%
GTAM
1843
Global Trust Asset Management
Florida
$844K – – –
FCA
1844
FinTrust Capital Advisors
South Carolina
$844K +$52.7K +384 +7%
TC
1845
Trust Company
Kansas
$841K -$199K -1,448 -20%
COF
1846
Capital One Financial
Virginia
$837K -$126K -918 -13%
GHAM
1847
Gilman Hill Asset Management
Connecticut
$834K +$412 +3 +0.1%
SWA
1848
Sutton Wealth Advisors
Florida
$834K +$14K +102 +2%
VHAM
1849
Van Hulzen Asset Management
California
$829K -$321K -2,341 -29%
PFC
1850
Poplar Forest Capital
California
$829K – – –
72 73
74
75 76