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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2376
Wealth Dimensions Group
Ohio
$458K -$7.07K -41 -1%
CRI
2377
Colonial River Investments
Virginia
$457K -$89.8K -521 -16%
MC
2378
Maverick Capital
Texas
$456K -$124K -720 -20%
FCM
2379
Fourpath Capital Management
Oklahoma
$456K -$172 -1 -0%
AWA
2380
Alaska Wealth Advisors
Alaska
$454K +$15.7K +91 +3%
TFM
2381
TFC Financial Management
Massachusetts
$453K -$3.27K -19 -0.7%
EBSAM
2382
Eubel Brady & Suttman Asset Management
Ohio
$452K – – –
TIAM2
2383
Tru Independence Asset Management 2
Oregon
$451K -$41.4K -240 -8%
LAM
2384
L2 Asset Management
Massachusetts
$451K +$58.9K +342 +14%
SC
2385
Steph & Co
Wisconsin
$449K – – –
SB
2386
Sunflower Bank
Texas
$448K -$341K -1,976 -42%
CCA
2387
Clearwater Capital Advisors
Illinois
$448K -$7.58K -44 -2%
MA
2388
Mezzasalma Advisors
New Jersey
$445K +$9.48K +55 +2%
WCWM
2389
Willow Creek Wealth Management
California
$444K +$14.3K +83 +3%
DF
2390
Donoghue Forlines
Massachusetts
$443K -$71.2K -413 -13%
NWM
2391
Northwest Wealth Management
Iowa
$443K +$7.75K +45 +2%
SBF
2392
Sara-Bay Financial
Florida
$442K -$2.93K -17 -0.6%
TCB
2393
Texas Capital Bancshares
Texas
$442K -$1.72K -10 -0.4%
ZAM
2394
Zevin Asset Management
Massachusetts
$442K – – –
EAM
2395
Evanson Asset Management
California
$442K +$517 +3 +0.1%
MWM
2396
Mascoma Wealth Management
New Hampshire
$440K – – –
CCFM
2397
Clear Creek Financial Management
Washington
$439K -$17.8K -103 -4%
RIM
2398
Redwood Investment Management
Arizona
$439K +$464K +2,691 New
XT
2399
XTX Topco
Cayman Islands
$438K -$1.38M -8,011 -75%
PWM
2400
Paulson Wealth Management
Illinois
$438K -$5.69K -33 -1%
94 95
96
97 98