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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2501
AssuredPartners Investment Advisors
Florida
$394K -$656K -4,871 -62%
SOS
2502
Silver Oak Securities
Tennessee
$393K -$27.5K -204 -6%
SGK
2503
Steigerwald Gordon & Koch
Virginia
$392K -$19.5K -145 -5%
SAM
2504
Secure Asset Management
Michigan
$392K +$27.5K +204 +7%
AAB
2505
ABN AMRO Bank
Netherlands
$391K -$10.8K -80 -3%
AIM
2506
Allen Investment Management
New York
$391K – – –
KPWG
2507
KFA Private Wealth Group
Virginia
$390K +$398K +2,955 New
PWP
2508
Precedent Wealth Partners
Texas
$390K -$969K -7,191 -71%
GCM
2509
G2 Capital Management
Ohio
$389K – – –
DFG
2510
Dupree Financial Group
Kentucky
$389K – – –
6F
2511
626 Financial
Michigan
$389K +$269 +2 +0.1%
AGC
2512
Aspen Grove Capital
Colorado
$389K +$48.2K +358 +14%
IIM
2513
Ironwood Investment Management
Massachusetts
$388K -$14.1K -105 -3%
PCMN
2514
Paradigm Capital Management (Nevada)
Nevada
$388K +$12.1K +90 +3%
HCM
2515
Hutchinson Capital Management
California
$388K – – –
PWP
2516
Perfromance Wealth Partners
Illinois
$387K +$41.8K +310 +12%
SA
2517
Strategic Advisors
New York
$387K -$2.15K -16 -0.5%
SFI
2518
SPC Financial Inc
Maryland
$387K -$7.27K -54 -2%
ME
2519
McIlrath & Eck
Washington
$386K +$20.1K +149 +5%
PCH
2520
PGIM Custom Harvest
New Jersey
$386K -$50.5K -375 -11%
BFG
2521
Birch Financial Group
New Hampshire
$386K +$51.1K +379 +15%
TF
2522
Trek Financial
Arizona
$385K -$13.3K -99 -3%
AG
2523
AmeriFlex Group
Nevada
$385K -$180K -1,339 -31%
DA
2524
Denali Advisors
California
$385K -$66.1K -491 -14%
TM
2525
TigerOak Management
New Mexico
$382K -$1.75K -13 -0.4%
99 100
101
102 103