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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QVT
2101
Quantitative Value Technologies
Kansas
$531K +$140K +958 +36%
FCIM
2102
Fairview Capital Investment Management
California
$530K -$73.9K -507 -12%
HWMG
2103
Hurlow Wealth Management Group
Indiana
$530K – – –
HSWM
2104
Hubbell Strickland Wealth Management
Louisiana
$530K +$1.17K +8 +0.2%
WA
2105
Wealth Architects
California
$530K +$151K +1,037 +41%
CAM
2106
Cubic Asset Management
Massachusetts
$528K – – –
SIA
2107
SkyView Investment Advisors
New Jersey
$526K – – –
RFN
2108
RDA Financial Network
Iowa
$525K +$50.1K +344 +11%
GSAM
2109
Grant Street Asset Management
Pennsylvania
$525K +$62.8K +431 +29%
PIP
2110
Peachtree Investment Partners
Florida
$522K +$19.1K +131 +4%
WAS
2111
Wealth Advisory Solutions
Indiana
$522K +$190K +1,306 +59%
RIM
2112
Rockbridge Investment Management
New York
$521K +$11.2K +77 +2%
SIA
2113
Soltis Investment Advisors
Utah
$521K +$80.6K +553 +19%
VCM
2114
Versant Capital Management
Arizona
$520K -$87.3K -599 -15%
LWA
2115
Lineweaver Wealth Advisors
Ohio
$520K +$146K +1,005 +40%
BSSFA
2116
Baron Silver Stevens Financial Advisors
Florida
$520K +$153K +1,047 +43%
APC
2117
Aspire Private Capital
North Carolina
$519K -$123K -846 -19%
RP
2118
Rice Partnership
Hawaii
$519K +$4.08K +28 +0.8%
CBT
2119
Central Bank & Trust
Kentucky
$518K +$57.6K +395 +13%
TWI
2120
Thomas White International
Illinois
$518K +$98.3K +675 +24%
AWP
2121
Abacus Wealth Partners
California
$517K +$146 +1 +0%
MCA
2122
Morris Capital Advisors
Pennsylvania
$517K – – –
CC
2123
Centiva Capital
New York
$517K +$238K +1,635 +88%
PA
2124
Probity Advisors
Texas
$516K -$10.9K -75 -2%
ZAM
2125
Zevin Asset Management
Massachusetts
$516K +$2.19K +15 +0.4%
83 84
85
86 87