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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
RBA Wealth Management
California
$5.03M +$220K +1,260 +5%
PL
1027
Parkwood LLC
Ohio
$5.03M -$3.87M -22,167 -45%
HZ
1028
Hixon Zuercher
Ohio
$5.03M +$111K +634 +2%
BMC
1029
Beaton Management Company
Massachusetts
$5.02M -$5.24K -30 -0.1%
ACM
1030
Advisors Capital Management
New Jersey
$5M -$232K -1,330 -5%
HCA
1031
Harbour Capital Advisors
Virginia
$4.99M +$170K +973 +4%
CB
1032
Cadence Bank
Mississippi
$4.98M -$43.4K -248 -0.9%
BA
1033
Baugh & Associates
Georgia
$4.95M -$105K -599 -2%
GAM
1034
Gotham Asset Management
New York
$4.95M -$399K -2,283 -8%
PCA
1035
Providence Capital Advisors
North Carolina
$4.94M +$26.2K +150 +0.6%
CS
1036
Cannell & Spears
New York
$4.94M -$66.9K -383 -1%
KHCM
1037
Kettle Hill Capital Management
New York
$4.94M +$4.74M +27,093 New
TL
1038
Tradewinds LLC
North Carolina
$4.94M +$4.74M +27,092 New
VWM
1039
Valley Wealth Managers
New Jersey
$4.93M -$77.1K -441 -2%
TPA
1040
Trivium Point Advisory
Connecticut
$4.93M +$130K +745 +3%
HWM
1041
Heirloom Wealth Management
Colorado
$4.93M +$870K +4,978 +23%
MIP
1042
Marietta Investment Partners
Wisconsin
$4.92M – – –
AAMA
1043
Advanced Asset Management Advisors
Ohio
$4.92M – – –
GD
1044
Grandfield & Dodd
New York
$4.91M – – –
SCP
1045
Shorepoint Capital Partners
Massachusetts
$4.91M -$7.52K -43 -0.2%
WC
1046
Westhampton Capital
North Carolina
$4.89M – – –
BCM
1047
Brookstone Capital Management
Illinois
$4.89M -$1.42M -8,095 -23%
LI
1048
LMCG Investments
Massachusetts
$4.88M -$41.1K -235 -0.9%
VAS
1049
Valicenti Advisory Services
New York
$4.87M -$22.7K -130 -0.5%
SWM
1050
Spire Wealth Management
Virginia
$4.87M +$2.41M +13,764 +106%
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