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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1526
Jefferies Financial Group
New York
$1.79M -$53.6M -343,676 -97%
GLR
1527
Great Lakes Retirement
Ohio
$1.78M +$95.2K +611 +6%
CSC
1528
Caldwell Sutter Capital
California
$1.78M +$139K +889 +8%
FFA
1529
First Foundation Advisors
California
$1.78M +$93.7K +601 +6%
CFWMA
1530
Center for Wealth Management Advisory
Ohio
$1.78M -$154K -990 -8%
MCG
1531
McCollum Christoferson Group
New York
$1.77M -$13.2K -85 -0.7%
BB
1532
Berkshire Bank
Massachusetts
$1.77M +$162K +1,041 +10%
CFGW
1533
Chancellor Financial Group WB
Pennsylvania
$1.77M -$442K -2,835 -20%
LA
1534
Legacy Advisors
Pennsylvania
$1.77M -$4.05K -26 -0.2%
TAFW
1535
Tred Avon Family Wealth
Maryland
$1.77M -$15.6K -100 -0.9%
VIM
1536
Vista Investment Management
Pennsylvania
$1.77M -$26.2K -168 -1%
FHA
1537
Flagship Harbor Advisors
Massachusetts
$1.76M -$73.7K -473 -4%
TCBWMS
1538
Texas Capital Bank Wealth Management Services
Texas
$1.76M -$124K -798 -7%
CPWA
1539
Cerro Pacific Wealth Advisors
California
$1.76M +$98.9K +635 +6%
EFMC
1540
Empire Financial Management Company
New York
$1.76M – – –
CB
1541
CNB Bank
Pennsylvania
$1.76M +$34.4K +221 +2%
CPW
1542
Cove Private Wealth
New York
$1.76M +$59.7K +383 +3%
RWC
1543
Rare Wolf Capital
Washington
$1.76M -$91.6K -588 -5%
NW
1544
Naviter Wealth
Arkansas
$1.76M +$125K +801 +8%
SWA
1545
SFMG Wealth Advisors
Texas
$1.76M +$494K +3,170 +39%
KTC
1546
Kentucky Trust Company
Kentucky
$1.75M +$30.1K +193 +2%
TIM
1547
Tevis Investment Management
Texas
$1.74M +$271K +1,739 +18%
EA
1548
Emerald Advisors
Washington
$1.74M +$88.4K +567 +5%
WPC
1549
Wedmont Private Capital
Pennsylvania
$1.73M +$158K +1,012 +10%
CG
1550
CFO4Life Group
Texas
$1.73M -$380K -2,437 -18%
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63 64