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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1651
JT Stratford LLC
Georgia
$1.52M -$310K -1,845 -17%
RCC
1652
Red Cedar Capital
Nebraska
$1.52M – – –
RRA
1653
Round Rock Advisors
Connecticut
$1.52M -$16.8K -100 -1%
PWSG
1654
Pacific Wealth Strategies Group
California
$1.51M -$2.85K -17 -0.2%
WPA
1655
West Paces Advisors
Georgia
$1.51M -$57.4K -342 -4%
SWA
1656
ShankerValleau Wealth Advisors
Illinois
$1.51M – – –
CA
1657
CoreCap Advisors
Michigan
$1.51M +$289K +1,720 +24%
QI
1658
Qtron Investments
Massachusetts
$1.5M -$187K -1,115 -11%
RWA
1659
Rainsberger Wealth Advisors
Colorado
$1.5M +$101K +604 +7%
HI
1660
Humankind Investments
New York
$1.5M +$28.5K +170 +2%
H
1661
HoyleCohen
California
$1.5M +$28.9K +172 +2%
OWP
1662
Obermeyer Wealth Partners
Colorado
$1.5M +$16.5K +98 +1%
JG
1663
Jefferies Group
New York
$1.5M +$1.5M +8,950 New
PSB
1664
Piscataqua Savings Bank
New Hampshire
$1.5M -$73K -435 -5%
MWM
1665
Madison Wealth Management
Ohio
$1.5M +$41.6K +248 +3%
OC
1666
Oakworth Capital
Alabama
$1.5M +$53.4K +318 +4%
MYIA
1667
Mount Yale Investment Advisors
Colorado
$1.49M +$23.8K +142 +2%
BSAM
1668
Blue Square Asset Management
New York
$1.49M -$305K -1,814 -17%
MFG
1669
Magnus Financial Group
New York
$1.49M +$1.13M +6,742 +313%
JSC
1670
Jackson Square Capital
California
$1.49M -$20.8K -124 -1%
SAM
1671
S.A. Mason
Michigan
$1.49M +$839 +5 +0.1%
SXL
1672
Summit X LLC
Missouri
$1.49M -$30.6K -182 -2%
LWMM
1673
Legacy Wealth Management (Mississippi)
Mississippi
$1.48M +$9.57K +57 +0.6%
OA
1674
Oxbow Advisors
Texas
$1.48M – – –
SFG
1675
StrategIQ Financial Group
Indiana
$1.48M +$780K +4,645 +111%
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