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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2601
Parcion Private Wealth
Washington
$320K -$78.2K -466 -20%
SHGA
2602
Sand Hill Global Advisors
California
$319K -$839 -5 -0.3%
CA
2603
Claris Advisors
Missouri
$319K – – –
FFG
2604
Ford Financial Group
California
$319K +$672 +4 +0.2%
PDM
2605
Penn Davis McFarland
Texas
$318K -$7.05K -42 -2%
KBG
2606
Kahn Brothers Group
New York
$318K – – –
CFN
2607
Cordasco Financial Network
Florida
$318K +$8.06K +48 +3%
IF
2608
Ironwood Financial
Arizona
$317K – – –
IP
2609
Ignite Planners
California
$317K +$75.9K +452 +33%
RPSA
2610
Richard P. Slaughter Associates
Texas
$316K -$1.2M -7,165 -79%
TLFA
2611
True Link Financial Advisors
California
$315K -$21.7K -129 -6%
SOW
2612
State of Wyoming
Wyoming
$315K -$15.3K -91 -5%
WC
2613
Whitney & Co
New York
$315K – – –
WFA
2614
Wellspring Financial Advisors
Ohio
$315K +$1.01K +6 +0.3%
RC
2615
Rovin Capital
Arizona
$314K +$36.6K +218 +13%
GCM
2616
Gladius Capital Management
Illinois
$314K +$314K +1,871 New
DWP
2617
Destiny Wealth Partners
Florida
$313K -$66.8K -398 -18%
SEIA
2618
Signature Estate & Investment Advisors
California
$313K -$25.2K -150 -7%
AWM
2619
Atticus Wealth Management
Florida
$313K -$6.72K -40 -2%
OBGC
2620
O'Brien Greene & Co
Pennsylvania
$313K -$504 -3 -0.2%
HCA
2621
Heck Capital Advisors
Wisconsin
$313K -$109K -648 -26%
HFG
2622
Heron Financial Group
New York
$311K – – –
AC
2623
Avestar Capital
New York
$311K +$49.5K +295 +19%
HCM
2624
Hollencrest Capital Management
California
$310K – – –
JF
2625
JSF Financial
California
$310K +$1.34K +8 +0.4%
103 104
105
106 107