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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1701
Legacy Private Trust
Wisconsin
$1.16M -$69.5K -477 -6%
TCBWMS
1702
Texas Capital Bank Wealth Management Services
Texas
$1.16M +$6.56K +45 +0.6%
VWM
1703
Vigilare Wealth Management
Arizona
$1.15M +$20.8K +143 +2%
RPSA
1704
Richard P. Slaughter Associates
Texas
$1.15M -$5.1K -35 -0.4%
GC
1705
Gratus Capital
Georgia
$1.15M -$1.56M -10,734 -58%
FFA
1706
Founders Financial Alliance
North Carolina
$1.14M +$13.8K +95 +1%
BL
1707
Balentine LLC
Georgia
$1.14M +$18.8K +129 +2%
OFG
1708
Oxford Financial Group
Indiana
$1.14M +$167K +1,147 +17%
CPWA
1709
Cerro Pacific Wealth Advisors
California
$1.14M +$1.12M +7,697 New
MWM
1710
Madison Wealth Management
Ohio
$1.14M +$22.6K +155 +2%
ACS
1711
Archford Capital Strategies
Illinois
$1.13M -$355K -2,435 -24%
MYIA
1712
Mount Yale Investment Advisors
Colorado
$1.13M -$29.4K -202 -3%
NB
1713
Nicolet Bankshares
Wisconsin
$1.13M +$27K +185 +2%
CST
1714
Charles Schwab Trust
Nevada
$1.12M – – –
AWA
1715
Arete Wealth Advisors
Illinois
$1.12M +$97.5K +669 +8%
NFG
1716
Nadler Financial Group
Illinois
$1.12M – – –
IWA
1717
IVC Wealth Advisors
Pennsylvania
$1.11M +$2.19K +15 +0.2%
CWM
1718
Chesapeake Wealth Management
Virginia
$1.11M -$98.9K -679 -8%
APW
1719
Acima Private Wealth
Virginia
$1.1M – – –
PFC
1720
Phocas Financial Corp
California
$1.1M – – –
NWM
1721
Northwest Wealth Management
Iowa
$1.1M +$789K +5,417 +270%
KFA
1722
Kelleher Financial Advisors
New York
$1.09M +$3.5K +24 +0.3%
SCP
1723
Syntal Capital Partners
Texas
$1.09M -$71.2K -489 -6%
NL
1724
NVWM LLC
Pennsylvania
$1.09M +$11.4K +78 +1%
PAMG
1725
Patton Albertson Miller Group
Tennessee
$1.08M -$98.2K -674 -8%
67 68
69
70 71