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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
2426
Smart Portfolios LLC
Washington
$537K +$35.4K +205 +7%
AIM
2427
Aigen Investment Management
New York
$535K +$339K +1,967 +154%
SFA
2428
Semmax Financial Advisors
North Carolina
$535K +$526K +3,047 +5,540%
WDG
2429
Wealth Dimensions Group
Ohio
$534K -$32.3K -187 -5%
UF
2430
Univest Financial
Pennsylvania
$533K -$11.9K -69 -2%
RWP
2431
Ridgecrest Wealth Partners
California
$533K – – –
SAM
2432
Sompo Asset Management
Japan
$533K -$53.5K -310 -9%
MCM
2433
MV Capital Management
Maryland
$532K -$20.9K -121 -4%
CIA
2434
Compass Ion Advisors
Pennsylvania
$532K – – –
HFS
2435
Hoge Financial Services
Pennsylvania
$532K +$31.8K +184 +6%
PW
2436
Peninsula Wealth
California
$531K +$8.63K +50 +2%
I
2437
InceptionR
California
$530K +$555K +3,213 New
SL
2438
Summitry LLC
California
$529K -$14.5K -84 -3%
IWP
2439
Innova Wealth Partners
Pennsylvania
$529K – – –
BCM
2440
Birmingham Capital Management
Alabama
$528K – – –
KAM
2441
KEB Asset Management
Illinois
$528K +$552K +3,199 New
BOM
2442
Bank of Marin
California
$526K +$74.2K +430 +16%
CCM
2443
Carlson Capital Management
Minnesota
$525K +$2.42K +14 +0.4%
1WM
2444
1900 Wealth Management
Texas
$525K -$40.2K -233 -7%
IIM
2445
Ironwood Investment Management
Massachusetts
$524K – – –
SIG
2446
Spinnaker Investment Group
California
$524K +$14.2K +82 +3%
KB
2447
Kimelman & Baird
New York
$524K +$548K +3,177 New
PWA
2448
Prairie Wealth Advisors
Nebraska
$524K +$173 +1 +0%
CH
2449
Cromwell Holdings
Wyoming
$523K +$548K +3,174 New
EFA
2450
Edge Financial Advisors
Illinois
$523K -$243K -1,409 -31%
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