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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2076
Crabel Capital Management
California
$263K +$245K +2,149 New
WCWM
2077
Willow Creek Wealth Management
California
$262K -$4.79K -42 -2%
RP
2078
Rowlandmiller & Partners
Georgia
$261K -$22.8K -200 -9%
HA
2079
Harfst & Associates
Wyoming
$261K -$23.4K -205 -9%
CW
2080
CreativeOne Wealth
Kansas
$261K +$7.41K +65 +3%
RTS
2081
Round Table Services
New Jersey
$259K -$6.72K -59 -3%
LCOV
2082
London Company of Virginia
Virginia
$259K +$5.7K +50 +2%
ICM
2083
IMS Capital Management
Oregon
$258K – – –
CAC
2084
Certified Advisory Corp
Florida
$258K +$58.5K +513 +32%
CWA
2085
Cypress Wealth Advisors
California
$256K -$82.3K -722 -26%
FWCM
2086
First Western Capital Management
California
$256K -$65.3K -573 -22%
WIC
2087
Whitegate Investment Counselors
New Hampshire
$256K +$6.84K +60 +3%
AIP
2088
Ahrens Investment Partners
Louisiana
$255K -$29.4K -258 -11%
KWA
2089
KCS Wealth Advisory
California
$253K -$16K -140 -6%
MOS
2090
MGO One Seven
Ohio
$252K -$163K -1,432 -41%
SCG
2091
Sonata Capital Group
Washington
$252K – – –
WCM
2092
Wedge Capital Management
North Carolina
$252K – – –
DA
2093
Doliver Advisors
Texas
$250K +$232K +2,040 New
VAG
2094
VisionPoint Advisory Group
Texas
$249K -$1.53M -13,444 -87%
ALAM
2095
Asahi Life Asset Management
Japan
$249K -$860K -7,550 -79%
DA
2096
DSC Advisors
Illinois
$249K -$8.32K -73 -3%
CWM
2097
Centric Wealth Management
Illinois
$249K -$8.21K -72 -3%
WLIM
2098
White Lighthouse Investment Management
Massachusetts
$249K +$3.99K +35 +2%
WCM
2099
Windsor Capital Management
Arizona
$248K -$30.9K -271 -12%
ACM
2100
Armbruster Capital Management
New York
$248K – – –
82 83
84
85 86