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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2376
Napatree Capital
Rhode Island
$601K +$87.1K +507 +17%
UWS
2377
Unique Wealth Strategies
Illinois
$601K +$476K +2,772 +364%
CBT
2378
Central Bank & Trust
Kentucky
$600K -$20.4K -119 -3%
VCM
2379
Versant Capital Management
Arizona
$600K +$38.3K +223 +7%
KA
2380
Klingman & Associates
New York
$599K -$23.7K -138 -4%
EFA
2381
Edge Financial Advisors
Illinois
$598K +$59.6K +347 +11%
DW30
2382
Drucker Wealth 3.0
New Jersey
$597K +$43K +250 +8%
LAM
2383
LifePro Asset Management
California
$596K -$6.87K -40 -1%
SIG
2384
Spinnaker Investment Group
California
$595K +$55.7K +324 +10%
HI
2385
Humankind Investments
New York
$595K +$63.7K +371 +12%
BSSFA
2386
Baron Silver Stevens Financial Advisors
Florida
$595K – – –
CPC
2387
Consolidated Planning Corp
Georgia
$594K -$4.29K -25 -0.7%
AP
2388
Adero Partners
California
$594K -$7.73K -45 -1%
SFA
2389
Souders Financial Advisors
Ohio
$593K +$9.45K +55 +2%
DCM
2390
DGS Capital Management
New Jersey
$592K -$3.44K -20 -0.6%
GAB
2391
German American Bancorp
Indiana
$588K +$118K +687 +25%
FA
2392
Fagan Associates
New York
$587K +$344 +2 +0.1%
FCIM
2393
Fairview Capital Investment Management
California
$586K +$9.11K +53 +2%
FEM
2394
Fulcrum Equity Management
Texas
$586K -$45.2K -263 -7%
WW
2395
Waterfront Wealth
Kansas
$585K +$60.5K +352 +11%
WHCI
2396
W.H. Cornerstone Investments
Massachusetts
$585K -$55.8K -325 -9%
HFRG
2397
Houlihan Financial Resource Group
Virginia
$585K +$591K +3,442 New
IAP
2398
Indie Asset Partners
Indiana
$584K +$6.01K +35 +1%
TWM
2399
Thrive Wealth Management
Pennsylvania
$582K -$159K -923 -21%
LL
2400
LWMG LLC
Minnesota
$582K +$687 +4 +0.1%
94 95
96
97 98