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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2251
Vision Capital Management
Oregon
$282K -$57.7K -438 -17%
DIM
2252
Delta Investment Management
California
$281K -$58.4K -443 -17%
CFSG
2253
Community Financial Services Group
Vermont
$281K -$8.96K -68 -3%
RCA
2254
Rowland Carmichael Advisors
Arizona
$281K +$12.3K +93 +5%
SMFG
2255
Sumitomo Mitsui Financial Group
Japan
$281K +$93.5K +709 +50%
LP
2256
LGL Partners
Pennsylvania
$280K – – –
IWS
2257
Insight Wealth Strategies
California
$280K +$279K +2,115 New
TIA
2258
Tiemann Investment Advisors
California
$278K – – –
LCOV
2259
London Company of Virginia
Virginia
$277K – – –
GBBWRPM
2260
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$277K +$527 +4 +0.2%
RP
2261
Rice Partnership
Hawaii
$276K -$99.9K -758 -27%
LCS
2262
Levin Capital Strategies
New York
$276K -$26.4K -200 -9%
SWM
2263
Southern Wealth Management
Texas
$275K -$15.9K -121 -5%
WCWM
2264
Willow Creek Wealth Management
California
$275K -$9.89K -75 -3%
AIA
2265
Alera Investment Advisors
Illinois
$275K +$48K +364 +21%
GIA
2266
Gladstone Institutional Advisory
Florida
$274K -$155K -1,174 -36%
MM
2267
Meridian Management
Arkansas
$274K – – –
PGA
2268
Portland Global Advisors
Maine
$274K – – –
WA
2269
Waverly Advisors
Alabama
$274K +$8.7K +66 +3%
HFP
2270
Holistic Financial Partners
Indiana
$271K -$10K -76 -4%
SIAS
2271
Shine Investment Advisory Services
Colorado
$271K -$8.04K -61 -3%
CIC
2272
Cornercap Investment Counsel
Georgia
$271K +$13.2K +100 +5%
CWM
2273
CCG Wealth Management
California
$270K -$28.7K -218 -10%
TCPWM
2274
Traverso Chambers Private Wealth Management
California
$270K +$264 +2 +0.1%
JPMIA
2275
J.P. Marvel Investment Advisors
Massachusetts
$268K – – –
89 90
91
92 93