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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1751
Transamerica Financial Advisors
Florida
$1.07M +$54.4K +364 +5%
AIM
1752
Acropolis Investment Management
Missouri
$1.07M -$52.2K -349 -4%
MSWM
1753
McGlone Suttner Wealth Management
Wisconsin
$1.07M +$25.6K +171 +2%
WAM
1754
WNY Asset Management
New York
$1.06M -$12.6K -84 -1%
PB
1755
Pinnacle Bancorp
Nebraska
$1.06M +$91.8K +614 +9%
IA
1756
IFC Advisors
California
$1.06M -$39.8K -266 -3%
TSW
1757
Thompson Siegel & Walmsley
Virginia
$1.06M -$3.29K -22 -0.3%
S
1758
SimplyRich
California
$1.06M +$166K +1,109 +21%
PFGIA
1759
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M -$1.2M -8,010 -51%
FCB
1760
First County Bank
Connecticut
$1.05M +$4.34K +29 +0.4%
LFA
1761
Legacy Financial Advisors
Kentucky
$1.05M -$133K -887 -10%
BOPW
1762
Brandywine Oak Private Wealth
Pennsylvania
$1.05M -$25.7K -172 -2%
BCB
1763
Brian C. Broderick
$1.05M -$848K -5,670 -42%
KFS
1764
Kurt F. Somerville
$1.05M -$30.2K -202 -3%
ACA
1765
Atlas Capital Advisors
Wyoming
$1.05M – – –
PPWP
1766
Premier Path Wealth Partners
New Jersey
$1.05M -$296K -1,981 -20%
TCCM
1767
Timber Creek Capital Management
Massachusetts
$1.05M – – –
EFMH
1768
E Fund Management (HK)
Hong Kong
$1.05M +$426K +2,852 +59%
EWM
1769
Elevatus Welath Management
New York
$1.04M +$501K +3,351 +77%
EAN
1770
Excelsior Advisor Network
Colorado
$1.04M +$1.15M +7,710 New
ASBI
1771
American State Bank (Iowa)
Iowa
$1.04M +$95.4K +638 +9%
AAM
1772
Alphadyne Asset Management
New York
$1.04M +$1.15M +7,708 New
CCMG
1773
Clark Capital Management Group
Pennsylvania
$1.04M -$49.6M -331,584 -98%
HCA
1774
Hardworking Capital Advisors
California
$1.04M -$299 -2 -0%
CAMV
1775
Concord Asset Management (Virginia)
Virginia
$1.04M -$7.92K -53 -0.7%
69 70
71
72 73