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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2251
Johanson Financial Advisors
California
$588K +$6.53K +40 +1%
SIA
2252
Soltis Investment Advisors
Utah
$586K -$33.6K -206 -6%
APC
2253
Aspire Private Capital
North Carolina
$585K -$8K -49 -1%
FOA
2254
Five Oceans Advisors
California
$583K +$94.4K +578 +21%
RHP
2255
Royal Harbor Partners
Texas
$583K +$199K +1,217 +57%
NW
2256
NewEdge Wealth
Pennsylvania
$581K +$11.3K +69 +2%
WE
2257
Wealth Effects
Massachusetts
$581K +$546K +3,342 New
CIP
2258
Convergence Investment Partners
Florida
$579K -$20.9K -128 -4%
FIM
2259
Freedom Investment Management
Connecticut
$576K -$19.1K -117 -3%
OTPPB
2260
Ontario Teachers' Pension Plan Board
Ontario, Canada
$575K -$376K -2,302 -41%
SWIM
2261
Smallwood Wealth Investment Management
New Jersey
$574K +$540K +3,307 New
BWM
2262
Birchcreek Wealth Management
Ohio
$573K +$2.12K +13 +0.4%
TIAM2
2263
Tru Independence Asset Management 2
Oregon
$572K -$70.7K -433 -12%
HCM
2264
Highview Capital Management
Illinois
$572K +$538K +3,293 New
LC
2265
Landaas & Company
Wisconsin
$570K -$7.02K -43 -1%
FPCP
2266
Fort Point Capital Partners
California
$569K -$11.3K -69 -2%
HC
2267
HNP Capital
New York
$569K +$16K +98 +3%
VRM
2268
Vectors Research Management
New York
$569K +$16K +98 +3%
AA
2269
Alesco Advisors
New York
$568K – – –
LAM
2270
LifePro Asset Management
California
$568K +$47.7K +292 +10%
SAMC
2271
Spectrum Asset Management (California)
California
$566K -$3.27K -20 -0.6%
ES
2272
ETF Store
Kansas
$566K +$557K +3,408 New
EFA
2273
Evernest Financial Advisors
Indiana
$566K +$551K +3,375 New
IDA
2274
Intelligence Driven Advisers
California
$565K +$49K +300 +10%
F
2275
F3Logic
Minnesota
$562K +$528K +3,231 New
89 90
91
92 93