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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1501
Bedel Financial Consulting
Indiana
$1.62M -$70.1K -469 -4%
WIA
1502
Westbourne Investment Advisors
Maryland
$1.62M – – –
FFS
1503
Flavin Financial Services
Florida
$1.61M +$350K +2,340 +24%
CFIA
1504
Cantor Fitzgerald Investment Advisors
New York
$1.61M +$29K +194 +2%
NL
1505
NWAM LLC
Washington
$1.6M +$243K +1,622 +16%
NI
1506
Natural Investments
California
$1.6M -$208K -1,394 -11%
WIA
1507
Wealthedge Investment Advisors
New York
$1.59M +$979K +6,550 +125%
CCG
1508
Cypress Capital Group
Florida
$1.59M +$105K +705 +6%
RL
1509
Rogco LP
Oklahoma
$1.59M +$32.6K +218 +2%
WPC
1510
Wedmont Private Capital
Pennsylvania
$1.59M +$55.6K +372 +3%
EA
1511
Emerald Advisors
Washington
$1.59M +$82.5K +552 +5%
TCA
1512
Transcend Capital Advisors
New Jersey
$1.59M -$197K -1,317 -10%
T
1513
TOBAM
France
$1.58M +$1.47M +9,824 +527%
CLA
1514
Carnegie Lake Advisors
New Jersey
$1.58M – – –
TCBWMS
1515
Texas Capital Bank Wealth Management Services
Texas
$1.57M +$37.5K +251 +2%
BBI
1516
Baxter Bros Inc
Connecticut
$1.57M -$4.49K -30 -0.3%
CFWMA
1517
Center for Wealth Management Advisory
Ohio
$1.57M +$18.4K +123 +1%
ICP
1518
Interchange Capital Partners
Pennsylvania
$1.57M +$92.3K +617 +6%
V
1519
VeraBank
Texas
$1.57M -$18.8K -126 -1%
DW30
1520
Drucker Wealth 3.0
New Jersey
$1.56M -$77K -515 -4%
APG
1521
Abacus Planning Group
South Carolina
$1.56M -$421K -2,818 -20%
CCFM
1522
Clear Creek Financial Management
Washington
$1.56M +$156K +1,040 +10%
TPWM
1523
Twelve Points Wealth Management
Massachusetts
$1.56M -$20.8K -139 -1%
CSC
1524
Caldwell Sutter Capital
California
$1.56M +$6.58K +44 +0.4%
EI
1525
EDMP Inc
Florida
$1.56M -$18.5K -124 -1%
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