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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1901
Marathon Capital Management
Maryland
$1.03M +$1.04M +6,162 New
WB
1902
West Bancorporation
Iowa
$1.02M -$71.5K -425 -6%
EIP
1903
Ellis Investment Partners
Pennsylvania
$1.02M +$1.35K +8 +0.1%
SW
1904
SkyOak Wealth
Michigan
$1.02M +$3.2K +19 +0.3%
MCM
1905
Magnolia Capital Management
New York
$1.02M – – –
OPPS
1906
Obsidian Personal Planning Solutions
Maryland
$1.02M +$1.03M +6,097 New
SAM
1907
Seelaus Asset Management
New Jersey
$1.01M +$33.7K +200 +3%
HI
1908
Humankind Investments
New York
$1M -$498K -2,957 -33%
SCI
1909
Stableford Capital II
Arizona
$1M -$81.6K -485 -8%
UBV
1910
United Bank (Virginia)
Virginia
$1M – – –
PP
1911
PDS Planning
Ohio
$1M +$72.1K +428 +8%
MG
1912
Mather Group
Illinois
$999K +$72.7K +432 +8%
FCCM
1913
First City Capital Management
Georgia
$998K -$4.21K -25 -0.4%
WCM
1914
Weik Capital Management
Pennsylvania
$997K +$25.3K +150 +3%
FG
1915
Foster Group
Iowa
$997K +$37.5K +223 +4%
CCM
1916
Carlson Capital Management
Minnesota
$997K +$38.9K +231 +4%
RCG
1917
Regatta Capital Group
California
$994K -$284K -1,687 -22%
TP
1918
Tranquility Partners
Tennessee
$992K – – –
BA
1919
Bridgewater Advisors
New York
$990K -$23.4K -139 -2%
CA
1920
Cornerstone Advisory
Maryland
$989K +$61.3K +364 +7%
SA
1921
Sunesis Advisors
Kansas
$985K – – –
OWM
1922
OneAscent Wealth Management
Alabama
$985K +$5.72K +34 +0.6%
LAM
1923
LFS Asset Management
California
$983K +$993K +5,897 New
AP
1924
Arlington Partners
Alabama
$980K -$354K -2,104 -26%
SP
1925
Successful Portfolios
Florida
$978K +$1.35K +8 +0.1%
75 76
77
78 79