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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2101
Sage Mountain Advisors
Georgia
$866K +$264K +1,508 +46%
SL
2102
Summitry LLC
California
$864K +$13.5K +77 +2%
CCM
2103
Chickasaw Capital Management
Tennessee
$864K – – –
ISWM
2104
Independent Solutions Wealth Management
New York
$863K -$101K -580 -11%
BAM
2105
Bosun Asset Management
Illinois
$862K +$402K +2,300 +95%
GFA
2106
Gallagher Fiduciary Advisors
Illinois
$861K +$825K +4,718 New
MCA
2107
MSH Capital Advisors
Arizona
$861K +$874 +5 +0.1%
HCA
2108
Horan Capital Advisors
Ohio
$860K +$72.9K +417 +10%
SAM
2109
Seelaus Asset Management
New Jersey
$857K -$221K -1,265 -21%
CB
2110
Centennial Bank
Arkansas
$857K +$524 +3 +0.1%
TRIA
2111
Trail Ridge Investment Advisors
Colorado
$856K +$6.64K +38 +0.8%
WA
2112
WealthTrust Axiom
Pennsylvania
$855K +$24.3K +139 +3%
MFC
2113
Morris Financial Concepts
South Carolina
$855K +$2.1K +12 +0.3%
GFP
2114
Gryphon Financial Partners
Ohio
$855K +$10.8K +62 +1%
D
2115
Diversified
Delaware
$853K +$2.8K +16 +0.3%
TAM
2116
Trillium Asset Management
Massachusetts
$850K +$699 +4 +0.1%
RCM
2117
Raleigh Capital Management
North Carolina
$849K +$50.2K +287 +7%
AWAP
2118
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$846K +$699 +4 +0.1%
SWMP
2119
Signature Wealth Management Partners
New Jersey
$846K -$27.8K -159 -3%
MIM
2120
Miller Investment Management
Pennsylvania
$844K – – –
AFG
2121
Allegheny Financial Group
Pennsylvania
$844K +$2.27K +13 +0.3%
PBO
2122
Peoples Bank (Ohio)
Ohio
$844K -$87.7K -502 -10%
PPC
2123
Park Place Capital
Alabama
$842K +$2.45K +14 +0.3%
GDP
2124
Great Diamond Partners
Maine
$839K +$366K +2,091 +83%
PC
2125
Pecaut & Co
Iowa
$839K -$52.4K -300 -6%
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