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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1576
Chicago Partners Investment Group
Illinois
$787K +$13.2K +116 +2%
BA
1577
BKS Advisors
Michigan
$785K -$54.5K -477 -7%
SCI
1578
Stableford Capital II
Arizona
$783K +$23.8K +208 +3%
TFS
1579
TrustCore Financial Services
Tennessee
$783K +$745K +6,528 New
IWP
1580
Icon Wealth Partners
Texas
$779K +$741K +6,492 New
ACM
1581
Ashford Capital Management
Delaware
$778K – – –
KC
1582
Kingfisher Capital
North Carolina
$775K -$59.4K -520 -7%
AFA
1583
Aurora Financial Advisors
Massachusetts
$774K +$738K +6,461 New
WEC
1584
Winslow Evans & Crocker
Massachusetts
$773K -$40.9K -358 -5%
SCA
1585
Sippican Capital Advisors
Massachusetts
$770K +$3.43K +30 +0.5%
QCG
1586
Quadrant Capital Group
Ohio
$767K +$10.7K +94 +1%
RWM
1587
Raffa Wealth Management
District of Columbia
$766K – – –
W
1588
WealthShield
North Carolina
$763K +$736K +6,444 New
WP
1589
WealthShield Partners
North Carolina
$763K +$736K +6,444 New
WAG
1590
Winthrop Advisory Group
Massachusetts
$754K +$733K +6,423 New
AI
1591
Accredited Investors
Minnesota
$753K +$12.7K +111 +2%
VCM
1592
Versant Capital Management
Arizona
$750K +$49.1K +430 +7%
TC
1593
Trust Company
Kansas
$748K -$63.4K -555 -8%
WI
1594
WrapManager Inc
California
$747K -$3.77K -33 -0.5%
FIMG
1595
Financial & Investment Management Group
Michigan
$743K – – –
VA
1596
Valmark Advisers
Ohio
$739K +$432K +3,786 +160%
AWP
1597
Ascent Wealth Partners
New York
$738K – – –
SAM
1598
SignalPoint Asset Management
Missouri
$738K +$9.71K +85 +1%
AP
1599
Arlington Partners
Alabama
$735K +$700K +6,130 New
OCM
1600
One Capital Management
California
$734K +$76.1K +666 +12%
62 63
64
65 66