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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1901
Arbor Trust Wealth Advisors
Michigan
$1.19M -$192K -1,030 -14%
OPPS
1902
Obsidian Personal Planning Solutions
Maryland
$1.19M +$211K +1,130 +21%
CFO
1903
Custos Family Office
Texas
$1.19M -$10.6K -57 -0.9%
AAS
1904
Ameritas Advisory Services
Nebraska
$1.19M -$1.67M -8,959 -58%
APG
1905
Abacus Planning Group
South Carolina
$1.19M +$28.9K +155 +2%
PVH
1906
Psagot Value Holdings
Israel
$1.19M +$236K +1,266 +24%
B
1907
Barings
North Carolina
$1.19M +$78.9K +423 +7%
VCP
1908
Verus Capital Partners
Arizona
$1.18M +$2.24K +12 +0.2%
HBWM
1909
Hollow Brook Wealth Management
New York
$1.18M +$56K +300 +5%
EAM
1910
Empirical Asset Management
Massachusetts
$1.18M +$518K +2,775 +77%
CWP
1911
Curated Wealth Partners
California
$1.18M -$29.5K -158 -2%
GWAG
1912
Garrett Wealth Advisory Group
Texas
$1.18M -$1.87K -10 -0.2%
EIP
1913
Ellis Investment Partners
Pennsylvania
$1.17M +$39.2K +210 +3%
ECM
1914
EagleClaw Capital Management
Massachusetts
$1.17M – – –
CA
1915
Carson Advisory
Georgia
$1.17M +$560 +3 +0%
ASBI
1916
American State Bank (Iowa)
Iowa
$1.17M -$66.4K -356 -5%
GC
1917
Gilbert & Cook
Iowa
$1.16M +$93.3K +500 +9%
BCA
1918
Bray Capital Advisors
Florida
$1.16M -$23.5K -126 -2%
TIM
1919
Tevis Investment Management
Texas
$1.16M -$2.05K -11 -0.2%
HA
1920
Herold Advisors
New York
$1.16M +$50.8K +272 +5%
BFG
1921
Berger Financial Group
Minnesota
$1.16M -$34.7K -186 -3%
TFA
1922
Transamerica Financial Advisors
Florida
$1.16M -$2.99K -16 -0.3%
BMWM
1923
Brown Miller Wealth Management
Virginia
$1.16M +$560 +3 +0%
WWP
1924
WR Wealth Planners
Missouri
$1.16M +$154K +826 +15%
RC
1925
Reik & Co
New York
$1.16M – – –
75 76
77
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