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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1601
Spirepoint Private Client
Florida
$1.34M -$75.8K -507 -5%
OIAM
1602
OFI Invest Asset Management
France
$1.34M -$33.5K -224 -2%
AO
1603
Advisor OS
Illinois
$1.34M -$23.5K -157 -2%
PP
1604
Patron Partners
Texas
$1.34M +$97.3K +651 +7%
KFI
1605
Key Financial Inc
Pennsylvania
$1.34M -$5.53K -37 -0.4%
SPWM
1606
Schrum Private Wealth Management
Florida
$1.34M +$88.2K +590 +8%
UBG
1607
United Bank (Georgia)
Georgia
$1.34M +$589K +3,940 +67%
HIM
1608
Harbour Investment Management
Washington
$1.33M +$8.22K +55 +0.6%
SWA
1609
Stratos Wealth Advisors
Ohio
$1.33M +$69.1K +462 +5%
MBT
1610
Montecito Bank & Trust
California
$1.33M -$30.8K -206 -2%
BWP
1611
BSW Wealth Partners
Colorado
$1.32M -$733K -4,900 -33%
BA
1612
Ballast Advisors
Minnesota
$1.32M -$31.6K -211 -2%
SSA
1613
Sierra Summit Advisors
Nevada
$1.32M +$25.7K +172 +2%
SB
1614
Strategic Blueprint
Georgia
$1.32M +$2.84K +19 +0.2%
SCP
1615
Sivia Capital Partners
California
$1.32M +$78.2K +523 +6%
IWA
1616
Icon Wealth Advisors
Texas
$1.31M -$1.74M -11,643 -55%
MPWS
1617
McCarter Private Wealth Services
Massachusetts
$1.31M +$14.1K +94 +1%
PA
1618
PFG Advisors
Arizona
$1.31M +$113K +756 +8%
CAL
1619
Capital Analysts LLC
Pennsylvania
$1.31M +$36.8K +246 +3%
PHIC
1620
Pine Haven Investment Counsel
Massachusetts
$1.31M -$24.4K -163 -2%
PWM
1621
Peterson Wealth Management
Nevada
$1.31M +$3.59K +24 +0.2%
WIM
1622
Walsky Investment Management
Pennsylvania
$1.31M – – –
WAAG
1623
Wealth Alliance Advisory Group
Kansas
$1.31M -$330K -2,206 -19%
LAM
1624
Lummis Asset Management
Texas
$1.31M -$1.13M -7,545 -44%
BCM
1625
Becker Capital Management
Oregon
$1.3M – – –
63 64
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66 67