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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1501
Caerus Investment Advisors
Texas
$1.76M +$360K +2,448 +25%
CFD
1502
Creative Financial Designs
Indiana
$1.76M -$14K -95 -0.8%
V
1503
VeraBank
Texas
$1.76M +$5.29K +36 +0.3%
GH
1504
GAM Holding
Switzerland
$1.76M -$605K -4,121 -25%
OHWP
1505
Oak Harbor Wealth Partners
North Carolina
$1.76M +$64.9K +442 +4%
BFA
1506
Buttonwood Financial Advisors
Maryland
$1.75M -$297K -2,022 -14%
SAW
1507
Signal Advisors Wealth
Michigan
$1.75M +$272K +1,851 +18%
EFG
1508
Everhart Financial Group
Ohio
$1.75M +$312K +2,123 +21%
WAP
1509
Wealthcare Advisory Partners
Pennsylvania
$1.75M -$368K -2,502 -17%
XSC
1510
X-Square Capital
Puerto Rico
$1.74M -$76.1K -518 -4%
SIAP
1511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.74M -$73.5K -500 -4%
TCBWMS
1512
Texas Capital Bank Wealth Management Services
Texas
$1.74M +$491K +3,345 +38%
AM
1513
AGF Management
Ontario, Canada
$1.74M +$672K +4,571 +60%
BW
1514
Basepoint Wealth
Iowa
$1.74M -$4.7K -32 -0.3%
SWA
1515
Sax Wealth Advisors
New Jersey
$1.74M +$113K +771 +7%
SIG
1516
Sargent Investment Group
Maryland
$1.73M +$203K +1,383 +13%
PAM
1517
Paradigm Asset Management
New York
$1.72M -$103K -700 -6%
GL
1518
GHE LLC
Tennessee
$1.72M +$147K +1,000 +9%
HWAM
1519
Hennion & Walsh Asset Management
New Jersey
$1.72M +$227K +1,548 +15%
WIA
1520
Westbourne Investment Advisors
Maryland
$1.72M – – –
OIAM
1521
OFI Invest Asset Management
France
$1.71M -$29.1M -198,185 -93%
RWC
1522
Rare Wolf Capital
Washington
$1.71M +$1.75M +11,904 New
BFG
1523
Beacon Financial Group
Texas
$1.7M -$14.7K -100 -0.8%
PWM
1524
Partnership Wealth Management
Maryland
$1.7M -$14.5K -99 -0.8%
WAAG
1525
Wealth Alliance Advisory Group
Kansas
$1.7M +$1.76K +12 +0.1%
59 60
61
62 63