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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1651
Focus Financial Network
Minnesota
$1.37M -$312K -2,186 -18%
HOWA
1652
Heritage Oak Wealth Advisors
Florida
$1.37M -$19.7K -138 -1%
WA
1653
Waddell & Associates
Tennessee
$1.37M +$594K +4,158 +75%
CNTOF
1654
Canandaigua National Trust of Florida
New York
$1.37M -$189K -1,325 -12%
SPF
1655
South Plains Financial
Texas
$1.36M +$88.4K +619 +7%
WPC
1656
Wedmont Private Capital
Pennsylvania
$1.36M +$207K +1,451 +18%
HWMO
1657
Heritage Wealth Management (Ohio)
Ohio
$1.36M -$65K -455 -4%
IWM
1658
Iams Wealth Management
Nebraska
$1.36M +$66.5K +466 +5%
CFCI
1659
Comprehensive Financial Consultants Institutional
Indiana
$1.36M +$56.8K +398 +4%
OCM
1660
One Capital Management
California
$1.36M +$144K +1,010 +12%
CWM
1661
Calamos Wealth Management
Illinois
$1.36M +$636K +4,457 +86%
SPC
1662
Spirepoint Private Client
Florida
$1.36M +$274K +1,919 +25%
BAAM
1663
Baker Avenue Asset Management
California
$1.35M +$887K +6,211 +181%
EWM
1664
Evermay Wealth Management
Virginia
$1.35M -$68K -476 -5%
IPW
1665
Inlet Private Wealth
Florida
$1.35M -$85.7K -600 -6%
SIA
1666
SkyView Investment Advisors
New Jersey
$1.35M +$58.4K +409 +4%
AFT
1667
Alpha Family Trust
California
$1.34M +$281K +1,970 +26%
PIA
1668
Pinion Investment Advisors
Kansas
$1.34M +$169K +1,185 +15%
PPA
1669
Painted Porch Advisors
California
$1.34M -$158K -1,106 -10%
BSSFA
1670
Baron Silver Stevens Financial Advisors
Florida
$1.34M +$820K +5,739 +152%
CBT
1671
Crews Bank & Trust
Florida
$1.34M +$158K +1,109 +13%
RZH
1672
Relyea Zuckerberg Hanson
Connecticut
$1.33M +$81.4K +570 +6%
P
1673
Pitcairn
Pennsylvania
$1.33M -$687K -4,812 -34%
TIM
1674
Tevis Investment Management
Texas
$1.33M +$92K +644 +7%
CNAM
1675
Campbell Newman Asset Management
Wisconsin
$1.33M – – –
65 66
67
68 69