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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
2526
Royal Harbor Partners
Texas
$454K -$138K -760 -22%
LD
2527
Lipe & Dalton
New York
$452K – – –
BW
2528
BIP Wealth
Georgia
$452K -$382K -2,102 -44%
CGH
2529
CMG Global Holdings
Texas
$451K – – –
PCM
2530
Pointe Capital Management
Michigan
$450K – – –
SAM
2531
Sompo Asset Management
Japan
$449K +$125K +690 +35%
PA
2532
Probity Advisors
Texas
$449K +$1.27K +7 +0.3%
RCM
2533
Rain Capital Management
Oregon
$448K -$3.45K -19 -0.7%
WHCI
2534
W.H. Cornerstone Investments
Massachusetts
$448K +$200K +1,101 +71%
PAG
2535
Private Advisory Group
Washington
$448K +$71.4K +393 +17%
CWMGP
2536
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$447K +$2.91K +16 +0.6%
LK
2537
Lumbard & Kellner
New Hampshire
$447K – – –
FSA
2538
Financial Security Advisor
Virginia
$446K +$478K +2,633 New
AIA
2539
Angeles Investment Advisors
California
$445K -$20.7K -114 -4%
GWA
2540
GGM Wealth Advisors
Maryland
$445K – – –
BBNB
2541
Baker Boyer National Bank
Washington
$445K +$150K +828 +46%
TFGT
2542
TS Financial Group (TSFG)
Illinois
$444K +$363 +2 +0.1%
TFA
2543
Trinity Financial Advisors
Ohio
$444K -$10.2K -56 -2%
DBRC
2544
D.B. Root & Company
Pennsylvania
$444K -$7.63K -42 -2%
AWS
2545
Arkfeld Wealth Strategies
Nebraska
$443K – – –
TC
2546
Trilogy Capital
California
$443K -$56.8K -313 -11%
TCB
2547
Texas Capital Bancshares
Texas
$443K +$6.17K +34 +1%
IIA
2548
Integral Investment Advisors
California
$442K +$11.6K +64 +3%
FAG
2549
Fortitude Advisory Group
Washington
$441K +$9.99K +55 +2%
BFAG
2550
Blackston Financial Advisory Group
Florida
$441K -$30.1K -166 -6%
100 101
102
103 104