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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2226
Capstone Financial Advisors
Illinois
$308K +$136 +1 +0%
UC
2227
Unio Capital
New Jersey
$307K – – –
BCP
2228
Berkeley Capital Partners
Georgia
$306K -$24.8K -182 -8%
BAM
2229
Bellevue Asset Management
Washington
$306K – – –
AM
2230
Atwater Malick
Pennsylvania
$305K – – –
WFA
2231
Wellspring Financial Advisors
Ohio
$304K +$544 +4 +0.2%
HA
2232
Harfst & Associates
Wyoming
$300K – – –
LWM
2233
Loveless Wealth Management
Montana
$300K +$32K +235 +12%
BIP
2234
Blueprint Investment Partners
North Carolina
$300K +$275K +2,025 New
PFA
2235
Pure Financial Advisors
California
$299K -$65K -478 -18%
MWP
2236
Meridian Wealth Partners
Pennsylvania
$299K -$5.99K -44 -2%
TIA
2237
Tandem Investment Advisors
South Carolina
$298K -$16.1K -118 -5%
OAM
2238
Occidental Asset Management
California
$296K – – –
VCM
2239
Vision Capital Management
Oregon
$296K – – –
TF
2240
TimeScale Financial
Massachusetts
$295K -$23.1K -170 -8%
RCA
2241
Rowland Carmichael Advisors
Arizona
$295K – – –
CCA
2242
Column Capital Advisors
Indiana
$294K -$56K -412 -16%
DIM
2243
Delta Investment Management
California
$294K – – –
LP
2244
LGL Partners
Pennsylvania
$293K – – –
LCOV
2245
London Company of Virginia
Virginia
$293K +$3.13K +23 +1%
CAIMH
2246
Central Asset Investments & Management Holdings
Hong Kong
$293K +$288K +2,120 New
TIA
2247
Tiemann Investment Advisors
California
$291K – – –
MW
2248
Marcum Wealth
Ohio
$290K -$44.9K -330 -14%
FGA
2249
Fortis Group Advisors
New Jersey
$290K +$286K +2,102 New
TCM
2250
Traynor Capital Management
Pennsylvania
$287K -$15.5K -114 -5%
88 89
90
91 92