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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1701
Arete Wealth Advisors
Illinois
$1.15M -$370K -2,603 -25%
MWM
1702
Madison Wealth Management
Ohio
$1.15M +$42.1K +296 +4%
RCIM
1703
Red Cedar Investment Management
Michigan
$1.14M – – –
NFG
1704
Nadler Financial Group
Illinois
$1.14M +$238K +1,672 +28%
ACM
1705
Ayrshire Capital Management
Connecticut
$1.14M -$9.95K -70 -0.9%
CWM
1706
Cornerstone Wealth Management
Missouri
$1.14M +$4.69K +33 +0.4%
FC
1707
Ferris Capital
Massachusetts
$1.13M +$7.11K +50 +0.7%
MIAS
1708
Mason Investment Advisory Services
Virginia
$1.13M +$475K +3,345 +79%
SAF
1709
Smith Anglin Financial
Texas
$1.13M +$1.08M +7,584 New
MFS
1710
McNamara Financial Services
Massachusetts
$1.12M – – –
RPSA
1711
Richard P. Slaughter Associates
Texas
$1.12M +$42.1K +296 +4%
AC
1712
Alexandria Capital
Virginia
$1.12M +$122K +856 +13%
PAMG
1713
Patton Albertson Miller Group
Tennessee
$1.12M -$82.7K -582 -7%
BL
1714
Balentine LLC
Georgia
$1.12M +$2.27K +16 +0.2%
TW
1715
Transform Wealth
Colorado
$1.11M -$16.8K -118 -2%
SA
1716
Strategic Advisors
New York
$1.11M +$26.2K +184 +2%
RIG
1717
Roosevelt Investment Group
New York
$1.11M +$853K +6,000 +399%
APW
1718
Acima Private Wealth
Virginia
$1.1M – – –
CHA
1719
Carmichael Hill & Associates
Maryland
$1.1M +$142 +1 +0%
PFC
1720
Phocas Financial Corp
California
$1.1M -$160K -1,125 -13%
SG
1721
StoneX Group
New York
$1.1M +$52.6K +370 +5%
RBFC
1722
Roman Butler Fullerton & Co
Missouri
$1.1M -$154K -1,085 -13%
TC
1723
Trust Company
Kansas
$1.1M -$89K -626 -8%
TCBWMS
1724
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$22.7K +160 +2%
MYIA
1725
Mount Yale Investment Advisors
Colorado
$1.1M +$51.6K +363 +5%
67 68
69
70 71