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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2501
Private Ocean
California
$396K – – –
TAM
2502
Townsend Asset Management
North Carolina
$396K +$4.25K +26 +1%
SCM
2503
Stevens Capital Management
Pennsylvania
$396K +$372K +2,280 New
TCB
2504
Texas Capital Bancshares
Texas
$395K -$1.31K -8 -0.4%
AR
2505
Apeiron RIA
Texas
$395K +$371K +2,274 New
SFC
2506
SYM Financial Corp
Indiana
$394K -$97.7K -598 -21%
DWP
2507
Destiny Wealth Partners
Florida
$394K -$1.31K -8 -0.4%
RWA
2508
Redhawk Wealth Advisors
Minnesota
$394K +$653 +4 +0.2%
BDFN
2509
Bond & Devick Financial Network
Minnesota
$392K – – –
CIA
2510
Cascade Investment Advisors
Oregon
$391K -$14.7K -90 -4%
DFG
2511
Demars Financial Group
Washington
$390K -$37.4K -229 -9%
RWM
2512
Rench Wealth Management
Texas
$390K +$56.5K +346 +18%
HA
2513
HYA Advisors
Missouri
$388K -$8.17K -50 -2%
CGA
2514
Crescent Grove Advisors
Illinois
$388K +$1.47K +9 +0.4%
TC
2515
TAGStone Capital
North Carolina
$388K +$362K +2,219 New
HFM
2516
Harvest Fund Management
China
$387K +$77.6K +475 +27%
KWS
2517
Keystone Wealth Services
California
$387K +$364K +2,230 New
TAM
2518
Trillium Asset Management
Massachusetts
$387K +$364K +2,230 New
RTS
2519
Round Table Services
New Jersey
$385K +$67.5K +413 +23%
LOAMU
2520
Lombard Odier Asset Management (USA)
New York
$385K +$362K +2,216 New
TC
2521
Truvestments Capital
Florida
$383K +$1.31K +8 +0.4%
GSWM
2522
Golden State Wealth Management
California
$383K +$79.7K +488 +28%
JWM
2523
JFG Wealth Management
Colorado
$382K -$11.6K -71 -3%
KCM
2524
KRS Capital Management
Michigan
$382K +$359K +2,200 New
DS
2525
DRW Securities
Illinois
$381K -$135K -826 -27%
99 100
101
102 103