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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
2476
Legacy Capital Group California
California
$483K +$16K +88 +3%
SC
2477
Steph & Co
Wisconsin
$483K +$18.2K +100 +4%
CCFM
2478
Clear Creek Financial Management
Washington
$483K +$56.5K +311 +12%
TC
2479
Truvestments Capital
Florida
$482K +$2K +11 +0.4%
FDDB
2480
Fidelity D&D Bancorp
Pennsylvania
$481K +$516K +2,839 New
CIP
2481
Convergence Investment Partners
Florida
$481K +$4.9K +27 +1%
HP
2482
Hyperion Partners
Pennsylvania
$481K -$2.54K -14 -0.5%
SRAM
2483
Spouting Rock Asset Management
Pennsylvania
$481K +$23.6K +130 +5%
SFP
2484
Sterling Financial Planning
New Jersey
$481K +$545 +3 +0.1%
FNBSF
2485
First National Bank Sioux Falls
South Dakota
$478K -$20K -110 -4%
AFIA
2486
America First Investment Advisors
Nebraska
$478K – – –
EWM
2487
Elevatus Welath Management
New York
$476K +$20.9K +115 +4%
AIFAIM
2488
American Institute for Advanced Investment Management
Arizona
$475K +$26.3K +145 +5%
OPOWM
2489
One Plus One Wealth Management
Florida
$475K -$18.2K -100 -3%
QFA
2490
Quantum Financial Advisors
California
$473K – – –
SFA
2491
Source Financial Advisors
New York
$473K +$9.26K +51 +2%
AT
2492
Avalon Trust
New Mexico
$471K -$66.7K -367 -12%
CF
2493
Clarity Financial
Texas
$470K +$7.45K +41 +2%
FPWM
2494
FSB Premier Wealth Management
Iowa
$469K +$2.54K +14 +0.5%
AT
2495
Arden Trust
Delaware
$469K -$107K -588 -18%
CIA
2496
Cape Investment Advisory
Georgia
$469K +$17.6K +97 +4%
JF
2497
Joule Financial
Kentucky
$469K +$8.72K +48 +2%
KIC
2498
Kensington Investment Counsel
California
$469K +$17.3K +95 +4%
KCFA
2499
Key Client Fiduciary Advisors
New Jersey
$468K +$726 +4 +0.1%
SCP
2500
Syntal Capital Partners
Texas
$466K -$568K -3,128 -53%
98 99
100
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