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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2201
Cassia Capital Partners
North Carolina
$756K +$89.2K +478 +13%
RP
2202
Rice Partnership
Hawaii
$751K +$40.9K +219 +6%
AIA
2203
Alera Investment Advisors
Illinois
$745K +$20K +107 +3%
HCMG
2204
Howard Capital Management Group
California
$745K -$21.5K -115 -3%
LFA
2205
Laraway Financial Advisors
Minnesota
$742K -$29.7K -159 -4%
HI
2206
HBK Investments
Texas
$742K +$748K +4,006 New
CP
2207
Covenant Partners
Tennessee
$742K – – –
LOAMU
2208
Lombard Odier Asset Management (USA)
New York
$741K +$746K +4,000 New
LWAM
2209
Legacy Wealth Asset Management
Minnesota
$739K -$226K -1,210 -23%
GPI
2210
General Partner Inc
Pennsylvania
$736K – – –
FC
2211
Financial Council
Maryland
$736K – – –
GA
2212
GraniteShares Advisors
New York
$735K -$17.9K -96 -2%
BI
2213
Ballast Inc
Kentucky
$730K +$223K +1,197 +44%
PI
2214
PFS Investments
Georgia
$730K +$64K +343 +10%
RPA
2215
Rock Point Advisors
Vermont
$730K -$7.46K -40 -1%
SFS
2216
Stiles Financial Services
Minnesota
$727K +$171K +916 +30%
GAAM
2217
Guinness Atkinson Asset Management
California
$727K +$107K +576 +17%
SFA
2218
Souders Financial Advisors
Ohio
$727K -$6.53K -35 -0.9%
SMH
2219
Sanders Morris Harris
Texas
$726K +$731K +3,915 New
CAL
2220
Capital Advisors Ltd
Ohio
$725K +$140K +750 +24%
MWPCG
2221
Measured Wealth Private Client Group
New Hampshire
$725K -$1.49K -8 -0.2%
SAM
2222
Seelaus Asset Management
New Jersey
$723K -$137K -736 -16%
SCA
2223
Sippican Capital Advisors
Massachusetts
$721K -$9.33K -50 -1%
CHP
2224
Cable Hill Partners
Oregon
$718K -$67.2K -360 -8%
SQA
2225
Simon Quick Advisors
New Jersey
$718K +$71.1K +381 +11%
87 88
89
90 91