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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2276
Rice Partnership
Hawaii
$530K +$99.8K +741 +23%
RWM
2277
Revisor Wealth Management
Ohio
$530K +$88.1K +654 +20%
EPIME
2278
Evelyn Partners Investment Management (Europe)
$530K – – –
CC
2279
Commons Capital
Massachusetts
$530K +$70.7K +525 +15%
KC
2280
Knuff & Co
California
$526K +$2.42K +18 +0.5%
FCA
2281
FLC Capital Advisors
California
$525K +$29.9K +222 +6%
C
2282
Certuity
Florida
$524K -$93.4K -693 -15%
CPA
2283
Capital Performance Advisors
California
$523K +$238K +1,768 +81%
SFGP
2284
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$523K -$14.4K -107 -3%
VCM
2285
Versant Capital Management
Arizona
$522K -$357K -2,647 -40%
RPGK
2286
Retirement Planning Group (Kansas)
Kansas
$522K +$27.2K +202 +5%
GHAM
2287
Gilman Hill Asset Management
Connecticut
$522K +$8.76K +65 +2%
AIS
2288
American Investment Services
Massachusetts
$522K -$38.7K -287 -7%
AGA
2289
Arkos Global Advisors
Texas
$521K +$341K +2,528 +178%
ACI
2290
Alpha Cubed Investments
California
$517K -$217K -1,608 -29%
LSPW
2291
Lake Street Private Wealth
Illinois
$516K +$223K +1,653 +73%
CCA
2292
Corps Capital Advisors
Texas
$516K -$691K -5,131 -57%
SWA
2293
SOA Wealth Advisors
New York
$515K -$95.8K -711 -15%
DIP
2294
Davis Investment Partners
North Carolina
$515K -$122K -903 -19%
BP
2295
BWM Planning
Texas
$515K +$4.98K +37 +1%
LIA
2296
LBMC Investment Advisors
Tennessee
$514K -$9.16K -68 -2%
CAL
2297
Capital Advisors Ltd
Ohio
$513K -$2.83K -21 -0.5%
FCM
2298
Fortis Capital Management
Washington
$513K +$7.81K +58 +2%
WCM
2299
Winebrenner Capital Management
Kentucky
$513K – – –
KA
2300
Klingman & Associates
New York
$512K +$38.4K +285 +8%
90 91
92
93 94