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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2401
Seeds Investor
New York
$620K +$596K +3,543 New
SAM
2402
Sompo Asset Management
Japan
$620K -$35.4K -210 -6%
PWM
2403
Prentice Wealth Management
New York
$620K +$42.4K +252 +8%
CBFP
2404
Cedar Brook Financial Partners
Ohio
$619K -$37.5K -223 -6%
TPCM
2405
Templeton & Phillips Capital Management
Tennessee
$619K +$1.18K +7 +0.2%
KP
2406
Keel Point
Alabama
$616K +$64.1K +381 +12%
AA
2407
Altrafin AG
$616K – – –
QFA
2408
Quantum Financial Advisors
California
$616K +$126K +747 +27%
FCIM
2409
Fairview Capital Investment Management
California
$615K +$21.5K +128 +4%
SWIM
2410
Smallwood Wealth Investment Management
New Jersey
$614K – – –
CFA
2411
Capstone Financial Advisors
Illinois
$613K -$7.41K -44 -1%
FNBOMD
2412
First National Bank of Mount Dora
Florida
$613K +$14.6K +87 +3%
TFP
2413
Tilia Fiduciary Partners
North Carolina
$612K -$10.4K -62 -2%
OL
2414
OneFund LLC
Florida
$612K -$16.8K -100 -3%
HWMG
2415
Hurlow Wealth Management Group
Indiana
$611K -$7.58K -45 -1%
SFA
2416
Seneca Financial Advisors
New York
$610K +$168 +1 +0%
BWM
2417
BlackDiamond Wealth Management
New York
$610K -$3.2K -19 -0.5%
MAM
2418
Meeder Asset Management
Ohio
$610K +$39.1K +232 +7%
IGWM
2419
ICA Group Wealth Management
Colorado
$608K -$12.5K -74 -2%
LAM
2420
LifePro Asset Management
California
$607K +$19.2K +114 +3%
FNBOH
2421
First National Bank of Hutchinson
Kansas
$607K +$15.7K +93 +3%
ES
2422
ETF Store
Kansas
$606K -$10.9K -65 -2%
AW
2423
Apricus Wealth
South Carolina
$606K -$1.68K -10 -0.3%
FDS
2424
First Dallas Securities
Texas
$605K -$24.4K -145 -4%
DLCIG
2425
D.L. Carlson Investment Group
New Hampshire
$602K -$4.21K -25 -0.7%
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97
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