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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1501
Cypress Capital Group
Florida
$1.59M +$105K +705 +6%
RL
1502
Rogco LP
Oklahoma
$1.59M +$32.6K +218 +2%
WPC
1503
Wedmont Private Capital
Pennsylvania
$1.59M +$55.6K +372 +3%
EA
1504
Emerald Advisors
Washington
$1.59M +$82.5K +552 +5%
TCA
1505
Transcend Capital Advisors
New Jersey
$1.59M -$197K -1,317 -10%
T
1506
TOBAM
France
$1.58M +$1.47M +9,824 +527%
CLA
1507
Carnegie Lake Advisors
New Jersey
$1.58M – – –
TCBWMS
1508
Texas Capital Bank Wealth Management Services
Texas
$1.57M +$37.5K +251 +2%
BBI
1509
Baxter Bros Inc
Connecticut
$1.57M -$4.49K -30 -0.3%
CFWMA
1510
Center for Wealth Management Advisory
Ohio
$1.57M +$18.4K +123 +1%
ICP
1511
Interchange Capital Partners
Pennsylvania
$1.57M +$92.3K +617 +6%
V
1512
VeraBank
Texas
$1.57M -$18.8K -126 -1%
DW30
1513
Drucker Wealth 3.0
New Jersey
$1.56M -$77K -515 -4%
APG
1514
Abacus Planning Group
South Carolina
$1.56M -$421K -2,818 -20%
CCFM
1515
Clear Creek Financial Management
Washington
$1.56M +$156K +1,040 +10%
TPWM
1516
Twelve Points Wealth Management
Massachusetts
$1.56M -$20.8K -139 -1%
CSC
1517
Caldwell Sutter Capital
California
$1.56M +$6.58K +44 +0.4%
EI
1518
EDMP Inc
Florida
$1.56M -$18.5K -124 -1%
NAAA
1519
New Age Alpha Advisors
New York
$1.56M +$141K +942 +9%
BFA
1520
Buttonwood Financial Advisors
Maryland
$1.55M -$30.1K -201 -2%
SWA
1521
SFMG Wealth Advisors
Texas
$1.54M +$8.52K +57 +0.5%
PIA
1522
Perennial Investment Advisors
California
$1.54M +$116K +776 +7%
TAFW
1523
Tred Avon Family Wealth
Maryland
$1.53M -$13.3K -89 -0.8%
KTC
1524
Kentucky Trust Company
Kentucky
$1.53M +$449 +3 +0%
OCM
1525
One Capital Management
California
$1.52M – – –
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