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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2501
American Institute for Advanced Investment Management
Arizona
$493K +$137K +734 +38%
PCM
2502
Pointe Capital Management
Michigan
$491K – – –
HIF
2503
Hill Island Financial
Michigan
$490K – – –
WCM
2504
Wedge Capital Management
North Carolina
$490K -$21.6K -116 -4%
CWM
2505
Circle Wealth Management
New Jersey
$489K +$560 +3 +0.1%
PA
2506
Probity Advisors
Texas
$489K +$493K +2,640 New
EWA
2507
ERTS Wealth Advisors
Michigan
$488K -$2.05K -11 -0.4%
CWMGP
2508
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$486K +$29.5K +158 +6%
CWM
2509
Centric Wealth Management
Illinois
$486K -$1.68K -9 -0.3%
TFGT
2510
TS Financial Group (TSFG)
Illinois
$485K +$933 +5 +0.2%
KWA
2511
Kingswood Wealth Advisors
California
$485K +$489K +2,618 New
SGK
2512
Steigerwald Gordon & Koch
Virginia
$484K -$119K -640 -20%
WWMSC
2513
Wagner Wealth Management (South Carolina)
South Carolina
$483K -$746 -4 -0.2%
GWA
2514
GGM Wealth Advisors
Maryland
$483K +$490K +2,624 New
CL
2515
COWA LLC
Oklahoma
$482K -$94.4M -505,845 -99%
SGCA
2516
Steel Grove Capital Advisors
Tennessee
$480K +$121K +650 +33%
TF
2517
Trek Financial
Arizona
$480K – – –
RIG
2518
RiverFront Investment Group
Virginia
$478K -$146K -783 -23%
TCB
2519
Texas Capital Bancshares
Texas
$478K -$16.2K -87 -3%
WCG
2520
Weaver Consulting Group
California
$477K +$746 +4 +0.2%
DCM
2521
DGS Capital Management
New Jersey
$477K +$226K +1,212 +89%
CG
2522
Cutler Group
California
$475K -$632K -3,389 -57%
BOS
2523
Bank of Stockton
California
$475K -$2.05K -11 -0.4%
VAM
2524
Verity Asset Management
North Carolina
$475K -$511K -2,737 -52%
TFA
2525
Teamwork Financial Advisors
Texas
$474K -$360K -1,930 -43%
99 100
101
102 103