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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2251
TrinityPoint Wealth
Connecticut
$406K -$40.6K -262 -9%
TC
2252
Toews Corporation
New Jersey
$406K +$418K +2,700 New
KFA
2253
Krane Funds Advisors
New York
$405K -$154K -997 -27%
BOS
2254
Bingham Osborn & Scarborough
California
$405K +$16.9K +109 +4%
MCM
2255
MV Capital Management
Maryland
$403K +$26.9K +174 +7%
AIFAIM
2256
American Institute for Advanced Investment Management
Arizona
$402K -$27.1K -175 -6%
LD
2257
Lipe & Dalton
New York
$401K – – –
AC
2258
Apella Capital
Connecticut
$399K -$122K -791 -23%
SFS
2259
Summit Financial Strategies
Ohio
$399K +$11.3K +73 +3%
KFP
2260
KB Financial Partners
New Jersey
$399K +$34.1K +220 +9%
RTC
2261
Riverview Trust Company
Washington
$398K – – –
IFG
2262
Investors Financial Group
Minnesota
$397K – – –
LK
2263
Lumbard & Kellner
New Hampshire
$397K – – –
TFGT
2264
TS Financial Group (TSFG)
Illinois
$395K +$155 +1 +0%
TFA
2265
Trinity Financial Advisors
Ohio
$394K – – –
KF
2266
Krilogy Financial
Missouri
$394K +$2.01K +13 +0.5%
WIC
2267
Whitegate Investment Counselors
New Hampshire
$394K +$3.1K +20 +0.8%
WCM
2268
Wedge Capital Management
North Carolina
$394K +$405K +2,617 New
RP
2269
Rowlandmiller & Partners
Georgia
$393K +$47.2K +305 +11%
AWS
2270
Arkfeld Wealth Strategies
Nebraska
$392K – – –
CM
2271
Columbus Macro
Pennsylvania
$391K -$4.95K -32 -1%
MAM
2272
MMA Asset Management
Pennsylvania
$391K – – –
BCM
2273
Bluefin Capital Management
New York
$391K +$402K +2,600 New
BB
2274
Bell Bank
North Dakota
$390K -$20.3K -131 -5%
FA
2275
Fagan Associates
New York
$390K +$310 +2 +0.1%
89 90
91
92 93