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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1926
Meritage Portfolio Management
Kansas
$880K +$1.48K +11 +0.2%
CWP
1927
Core Wealth Partners
California
$880K +$2.29K +17 +0.3%
MCM
1928
M1 Capital Management
Michigan
$880K +$943 +7 +0.1%
DFG
1929
Demars Financial Group
Washington
$880K +$21.4K +159 +2%
BCA
1930
Bay Colony Advisors
Massachusetts
$878K -$211K -1,570 -19%
FPWM
1931
FSB Premier Wealth Management
Iowa
$878K +$86.9K +645 +11%
CPA
1932
Court Place Advisors
Maryland
$878K -$50.8K -377 -5%
SNB
1933
Security National Bank
Nebraska
$876K -$2.06M -15,285 -70%
CPA
1934
Cardiff Park Advisors
California
$876K +$23.4K +174 +3%
ECM
1935
EagleClaw Capital Management
Massachusetts
$876K – – –
CFS
1936
CRA Financial Services
New Jersey
$876K -$51.9K -385 -5%
GLA
1937
Good Life Advisors
Pennsylvania
$875K +$203K +1,510 +30%
WCM
1938
Weaver Capital Management
Georgia
$875K -$122K -908 -12%
PAM
1939
Parvin Asset Management
South Dakota
$875K +$13.9K +103 +2%
PA
1940
Prossimo Advisors
California
$874K -$150K -1,117 -14%
AAM
1941
Aureus Asset Management
Massachusetts
$872K -$13.5K -100 -1%
MFS
1942
Mattson Financial Services
Michigan
$871K +$16.2K +120 +2%
OFS
1943
OneAscent Financial Services
Alabama
$870K -$735K -5,455 -46%
HPIA
1944
Hamilton Point Investment Advisors
North Carolina
$869K -$13.5K -100 -1%
GCC
1945
Guardian Capital (Canada)
Ontario, Canada
$869K -$1.47M -10,878 -62%
IIC
1946
Integrated Investment Consultants
Michigan
$867K +$139K +1,034 +19%
LJAC
1947
L.J. Altfest & Co
New York
$867K +$6.2K +46 +0.7%
MA
1948
MBA Advisors
Pennsylvania
$866K +$14.4K +107 +2%
SCP
1949
Sivia Capital Partners
California
$862K +$511K +3,790 +138%
VCP
1950
Verus Capital Partners
Arizona
$856K -$15.9K -118 -2%
76 77
78
79 80