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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1701
Capital International Sarl
California
$1.14M -$84.9K -619 -7%
TNA
1702
True North Advisors
Texas
$1.13M -$155K -1,129 -12%
PAMG
1703
Patton Albertson Miller Group
Tennessee
$1.13M -$46.5K -339 -4%
VWA
1704
Visionary Wealth Advisors
Illinois
$1.13M +$126K +918 +13%
AMCA
1705
Arthur M. Cohen & Associates
Illinois
$1.13M -$41.2K -300 -4%
MIAS
1706
Mason Investment Advisory Services
Virginia
$1.13M +$49.9K +364 +5%
AO
1707
Advisor OS
Illinois
$1.12M +$86K +627 +9%
SAF
1708
Smith Anglin Financial
Texas
$1.12M +$46.8K +341 +4%
SG
1709
StoneX Group
New York
$1.12M +$72.3K +527 +7%
SB
1710
Sunflower Bank
Texas
$1.12M -$46.8K -341 -4%
OCM
1711
Orleans Capital Management
Louisiana
$1.12M -$13.7K -100 -1%
AFP
1712
Ausdal Financial Partners
Iowa
$1.12M -$4.25K -31 -0.4%
TCCM
1713
Timber Creek Capital Management
Massachusetts
$1.11M – – –
SCP
1714
Syntal Capital Partners
Texas
$1.11M +$124K +904 +13%
MYIA
1715
Mount Yale Investment Advisors
Colorado
$1.11M +$58.9K +429 +6%
FFA
1716
Founders Financial Alliance
North Carolina
$1.1M +$146K +1,066 +16%
RPSA
1717
Richard P. Slaughter Associates
Texas
$1.1M +$31.1K +227 +3%
TCBWMS
1718
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$51.9K +378 +5%
CIM
1719
CIM Investment Management
Pennsylvania
$1.09M -$39.5K -288 -4%
CLOS
1720
Compagnie Lombard Odier SCmA
Switzerland
$1.09M -$44.2K -322 -4%
AW
1721
ACG Wealth
Georgia
$1.08M -$100K -729 -9%
VWM
1722
Vigilare Wealth Management
Arizona
$1.08M +$191K +1,394 +22%
FC
1723
Ferris Capital
Massachusetts
$1.07M – – –
RIG
1724
Roosevelt Investment Group
New York
$1.07M +$13.3K +97 +1%
BL
1725
Balentine LLC
Georgia
$1.07M +$7.68K +56 +0.7%
67 68
69
70 71