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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Belpointe Asset Management
Nevada
$2.67M -$193K -1,314 -7%
OIA
1252
Oakmont Investment Advisors
Pennsylvania
$2.67M +$2.73M +18,579 New
CIAS
1253
Capital Investment Advisory Services
North Carolina
$2.66M +$52K +354 +2%
JCM
1254
Jag Capital Management
Missouri
$2.66M -$14.5K -99 -0.5%
FCP
1255
Fidelis Capital Partners
Florida
$2.65M +$306K +2,086 +13%
CP
1256
Cornerstone Planning
North Carolina
$2.64M +$2.69M +18,321 New
FAP
1257
Financial Advisory Partners
Florida
$2.64M +$45K +306 +2%
CNFG
1258
Creegan & Nassoura Financial Group
New Hampshire
$2.62M -$121K -825 -4%
RBA
1259
Richard Bernstein Advisors
New York
$2.62M -$295K -2,010 -10%
GI
1260
GS Investments
Minnesota
$2.62M -$78.8K -536 -3%
HWA
1261
Heritage Wealth Advisors
Virginia
$2.62M -$153K -1,042 -5%
CWM
1262
Cordatus Wealth Management
Pennsylvania
$2.61M -$1.76K -12 -0.1%
NG
1263
Northstar Group
New York
$2.6M -$19.8K -135 -0.7%
SS
1264
Sunbelt Securities
Texas
$2.58M -$42.9K -292 -2%
JCM
1265
Janney Capital Management
Pennsylvania
$2.58M -$93.3K -635 -3%
FWTB
1266
First Western Trust Bank
Colorado
$2.58M +$357K +2,427 +16%
VC
1267
Vestor Capital
Illinois
$2.58M +$48.6K +331 +102%
WWM
1268
Wolff Wiese Magana
California
$2.58M +$1.32K +9 +0.1%
LCM
1269
LVM Capital Management
Michigan
$2.57M -$172K -1,170 -6%
ACP
1270
Aviance Capital Partners
Florida
$2.57M -$69.2K -471 -3%
CAM
1271
Costello Asset Management
Pennsylvania
$2.56M -$46.4K -316 -2%
LAM
1272
Lummis Asset Management
Texas
$2.56M -$33.8K -230 -1%
FFA
1273
Fragasso Financial Advisors
Pennsylvania
$2.56M -$136K -928 -5%
YIH
1274
Y-Intercept (HK)
Hong Kong
$2.56M +$916K +6,232 +54%
WPC
1275
White Pine Capital
Minnesota
$2.55M +$41.6K +283 +2%
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51
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