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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2576
Wellington Group
Indiana
$381K -$96K -642 -19%
FSA
2577
Financial Security Advisor
Virginia
$381K -$1.05K -7 -0.2%
RCIM
2578
Red Cedar Investment Management
Michigan
$381K – – –
BB
2579
Burford Brothers
Texas
$380K -$90.6K -606 -18%
BCI
2580
Blue Capital Inc
Nebraska
$380K +$173K +1,154 +70%
BWM
2581
BNB Wealth Management
Maryland
$380K -$63.3K -423 -13%
GH
2582
GAM Holding
Switzerland
$379K -$1.44M -9,653 -78%
PWP
2583
Perfromance Wealth Partners
Illinois
$379K -$897 -6 -0.2%
VCM
2584
Vision Capital Management
Oregon
$379K – – –
GPW
2585
Gentry Private Wealth
Kansas
$378K -$5.53K -37 -1%
SMBT
2586
Southern Michigan Bank & Trust
Michigan
$378K -$95.5K -639 -19%
DFG
2587
Dupree Financial Group
Kentucky
$377K – – –
SNB
2588
Security National Bank
Nebraska
$376K -$365K -2,442 -47%
SCM
2589
Sunbeam Capital Management
Georgia
$376K +$121K +807 +41%
CP
2590
Creekside Partners
California
$373K +$748 +5 +0.2%
OBWG
2591
Onyx Bridge Wealth Group
New York
$373K +$12.6K +84 +3%
RCYC
2592
Richard C. Young & Co
Rhode Island
$373K -$7.18K -48 -2%
DCA
2593
DSG Capital Advisors
Minnesota
$372K -$37.4K -250 -8%
LOWM
2594
Laurel Oak Wealth Management
New Jersey
$371K -$18.7K -125 -4%
BCA
2595
Bay Capital Advisors
Virginia
$371K -$1.65K -11 -0.4%
DC
2596
DeDora Capital
California
$371K -$21.2K -142 -5%
FFG
2597
Frisch Financial Group
New York
$370K -$39.2K -262 -9%
SLP
2598
Storen Legacy Partners
Indiana
$370K +$1.79K +12 +0.4%
CFM
2599
Cornerstone Financial Management
Massachusetts
$370K +$7.18K +48 +2%
CCIA
2600
Cherry Creek Investment Advisors
Colorado
$370K +$2.24K +15 +0.6%
102 103
104
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