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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1851
Van Hulzen Asset Management
California
$868K – – –
BO
1852
BRR OpCo
Ohio
$867K -$50.8K -349 -6%
ECM
1853
EagleClaw Capital Management
Massachusetts
$866K +$8.16K +56 +1%
GTAM
1854
Global Trust Asset Management
Florida
$865K -$18.8K -129 -2%
SCA
1855
St. Clair Advisors
Ohio
$855K +$269K +1,846 +47%
SLA
1856
Silver Lake Advisory
Utah
$855K +$18.6K +128 +2%
RAM
1857
Redmond Asset Management
Virginia
$854K +$146 +1 +0%
BCA
1858
Berman Capital Advisors
Georgia
$854K +$214K +1,470 +34%
MA
1859
Mosaic Advisors
Texas
$853K – – –
MWPCG
1860
Measured Wealth Private Client Group
New Hampshire
$852K +$93K +638 +12%
BA
1861
Bridgewater Advisors
New York
$852K +$133K +914 +19%
IAM
1862
Infusive Asset Management
New York
$850K -$7.19M -49,340 -90%
22CM
1863
20/20 Capital Management
California
$849K – – –
PBO
1864
Peoples Bank (Ohio)
Ohio
$849K +$56.2K +386 +7%
FHC
1865
First Heartland Consultants
Missouri
$844K +$13.8K +95 +2%
SB
1866
Strategic Blueprint
Georgia
$844K +$34.4K +236 +4%
COCM
1867
Charter Oak Capital Management
New Hampshire
$842K +$437 +3 +0.1%
HPWM
1868
Highland Private Wealth Management
Washington
$839K +$5.25K +36 +0.6%
SMA
1869
Sage Mountain Advisors
Georgia
$838K +$2.77K +19 +0.3%
BLAM
1870
Bourne Lent Asset Management
New York
$833K – – –
WCM
1871
Weik Capital Management
Pennsylvania
$828K -$18.2K -125 -2%
CCM
1872
Carlson Capital Management
Minnesota
$828K -$4.22K -29 -0.5%
VFPI
1873
Vantage Financial Partners (Illinois)
Illinois
$827K – – –
LFF
1874
Level Four Financial
Texas
$827K +$37.7K +259 +5%
AW
1875
ACG Wealth
Georgia
$826K -$299K -2,052 -27%
73 74
75
76 77