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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2501
Axiom Financial Strategies
Indiana
$399K -$6.04K -37 -2%
PO
2502
Private Ocean
California
$396K – – –
TAM
2503
Townsend Asset Management
North Carolina
$396K +$4.25K +26 +1%
SCM
2504
Stevens Capital Management
Pennsylvania
$396K +$372K +2,280 New
TCB
2505
Texas Capital Bancshares
Texas
$395K -$1.31K -8 -0.4%
AR
2506
Apeiron RIA
Texas
$395K +$371K +2,274 New
SFC
2507
SYM Financial Corp
Indiana
$394K -$97.7K -598 -21%
DWP
2508
Destiny Wealth Partners
Florida
$394K -$1.31K -8 -0.4%
RWA
2509
Redhawk Wealth Advisors
Minnesota
$394K +$653 +4 +0.2%
BDFN
2510
Bond & Devick Financial Network
Minnesota
$392K – – –
CIA
2511
Cascade Investment Advisors
Oregon
$391K -$14.7K -90 -4%
DFG
2512
Demars Financial Group
Washington
$390K -$37.4K -229 -9%
RWM
2513
Rench Wealth Management
Texas
$390K +$56.5K +346 +18%
HA
2514
HYA Advisors
Missouri
$388K -$8.17K -50 -2%
CGA
2515
Crescent Grove Advisors
Illinois
$388K +$1.47K +9 +0.4%
TC
2516
TAGStone Capital
North Carolina
$388K +$362K +2,219 New
HFM
2517
Harvest Fund Management
China
$387K +$77.6K +475 +27%
KWS
2518
Keystone Wealth Services
California
$387K +$364K +2,230 New
TAM
2519
Trillium Asset Management
Massachusetts
$387K +$364K +2,230 New
RTS
2520
Round Table Services
New Jersey
$385K +$67.5K +413 +23%
LOAMU
2521
Lombard Odier Asset Management (USA)
New York
$385K +$362K +2,216 New
TC
2522
Truvestments Capital
Florida
$383K +$1.31K +8 +0.4%
GSWM
2523
Golden State Wealth Management
California
$383K +$79.7K +488 +28%
JWM
2524
JFG Wealth Management
Colorado
$382K -$11.6K -71 -3%
KCM
2525
KRS Capital Management
Michigan
$382K +$359K +2,200 New
99 100
101
102 103