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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2251
Soltis Investment Advisors
Utah
$586K -$33.6K -206 -6%
APC
2252
Aspire Private Capital
North Carolina
$585K -$8K -49 -1%
FOA
2253
Five Oceans Advisors
California
$583K +$94.4K +578 +21%
RHP
2254
Royal Harbor Partners
Texas
$583K +$199K +1,217 +57%
NW
2255
NewEdge Wealth
Pennsylvania
$581K +$11.3K +69 +2%
WE
2256
Wealth Effects
Massachusetts
$581K +$546K +3,342 New
CIP
2257
Convergence Investment Partners
Florida
$579K -$20.9K -128 -4%
FIM
2258
Freedom Investment Management
Connecticut
$576K -$19.1K -117 -3%
OTPPB
2259
Ontario Teachers' Pension Plan Board
Ontario, Canada
$575K -$376K -2,302 -41%
SWIM
2260
Smallwood Wealth Investment Management
New Jersey
$574K +$540K +3,307 New
BWM
2261
Birchcreek Wealth Management
Ohio
$573K +$2.12K +13 +0.4%
TIAM2
2262
Tru Independence Asset Management 2
Oregon
$572K -$70.7K -433 -12%
HCM
2263
Highview Capital Management
Illinois
$572K +$538K +3,293 New
LC
2264
Landaas & Company
Wisconsin
$570K -$7.02K -43 -1%
FPCP
2265
Fort Point Capital Partners
California
$569K -$11.3K -69 -2%
HC
2266
HNP Capital
New York
$569K +$16K +98 +3%
VRM
2267
Vectors Research Management
New York
$569K +$16K +98 +3%
AA
2268
Alesco Advisors
New York
$568K – – –
LAM
2269
LifePro Asset Management
California
$568K +$47.7K +292 +10%
SAMC
2270
Spectrum Asset Management (California)
California
$566K -$3.27K -20 -0.6%
ES
2271
ETF Store
Kansas
$566K +$557K +3,408 New
EFA
2272
Evernest Financial Advisors
Indiana
$566K +$551K +3,375 New
IDA
2273
Intelligence Driven Advisers
California
$565K +$49K +300 +10%
F
2274
F3Logic
Minnesota
$562K +$528K +3,231 New
SFP
2275
Shepherd Financial Partners
Massachusetts
$561K +$4.57K +28 +0.9%
89 90
91
92 93