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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1951
Gen-Wealth Partners
Michigan
$913K -$552K -3,760 -37%
CP
1952
Canopy Partners
Ohio
$913K +$10.6K +72 +1%
ITIM
1953
Indiana Trust & Investment Management
Indiana
$912K -$73.6K -501 -7%
LWL
1954
Leo Wealth LLC
Texas
$908K +$342K +2,326 +58%
CT
1955
Clearstead Trust
Maine
$908K -$115K -785 -11%
BBA
1956
Baader Bank Aktiengesellschaft
Germany
$908K -$549K -3,737 -37%
IWM
1957
Integris Wealth Management
California
$907K – – –
RYIA
1958
Roehl & Yi Investment Advisors
Oregon
$906K +$6.32K +43 +0.7%
MLA
1959
MB, Levis & Associates
Pennsylvania
$906K -$28.5K -194 -3%
GWAG
1960
Garrett Wealth Advisory Group
Texas
$905K -$7.35K -50 -0.8%
RIA
1961
Richwood Investment Advisors
Ohio
$903K +$12.9K +88 +2%
OFS
1962
Orrstown Financial Services
Pennsylvania
$903K -$390K -2,654 -30%
CC
1963
Corsicana & Co
Texas
$901K -$25K -170 -3%
FMLI
1964
Fukoku Mutual Life Insurance
Japan
$901K +$357K +2,433 +63%
WAM
1965
Wakefield Asset Management
Colorado
$901K – – –
AGWCA
1966
Annis Gardner Whiting Capital Advisors
Florida
$901K +$288K +1,959 +46%
WA
1967
Westfuller Advisors
New York
$900K -$1.32K -9 -0.1%
LAIC
1968
Lederer & Associates Investment Counsel
California
$897K – – –
AWG
1969
Altus Wealth Group
Colorado
$897K -$105K -718 -10%
RCG
1970
Regatta Capital Group
California
$896K -$149K -1,017 -14%
EIP
1971
Ellis Investment Partners
Pennsylvania
$896K +$1.03K +7 +0.1%
CCMG
1972
Clark Capital Management Group
Pennsylvania
$895K -$28.5K -194 -3%
WAG
1973
Winthrop Advisory Group
Massachusetts
$895K +$5.44K +37 +0.6%
OC
1974
Opinicus Capital
Florida
$894K +$12.3K +84 +1%
VAM
1975
Verity Asset Management
North Carolina
$894K -$689K -4,687 -43%
77 78
79
80 81