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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
1751
Davidson Trust Company
Washington
$1.28M -$68.5K -408 -5%
RCG
1752
Regatta Capital Group
California
$1.28M +$31.1K +185 +2%
CA
1753
Continuum Advisory
Idaho
$1.28M +$424K +2,524 +51%
WDC
1754
Woodward Diversified Capital
California
$1.28M +$92.2K +549 +8%
SFM
1755
Signet Financial Management
New Jersey
$1.27M -$7.22K -43 -0.6%
BWM
1756
Buckley Wealth Management
Nevada
$1.27M +$411K +2,446 +47%
HH
1757
Hilltop Holdings
Texas
$1.27M -$195K -1,162 -13%
PB
1758
Pinnacle Bancorp
Nebraska
$1.27M +$112K +665 +10%
CSPIA
1759
Cary Street Partners Investment Advisory
Virginia
$1.27M -$120K -716 -9%
OIA
1760
Optimum Investment Advisors
Illinois
$1.27M -$19.3K -115 -1%
FC
1761
Ferris Capital
Massachusetts
$1.27M – – –
LJCM
1762
Lee Johnson Capital Management
Texas
$1.26M +$70K +417 +6%
EWM
1763
Empirical Wealth Management
Washington
$1.26M -$46.8K -279 -4%
PAG
1764
Powers Advisory Group
Illinois
$1.26M +$7.55K +45 +0.6%
CHA
1765
Carmichael Hill & Associates
Maryland
$1.26M +$61.4K +366 +5%
TNA
1766
True North Advisors
Texas
$1.25M -$170K -1,015 -12%
RCA
1767
Ranch Capital Advisors
Florida
$1.25M +$40.5K +241 +3%
NFG
1768
Nations Financial Group
Iowa
$1.25M +$157K +937 +14%
GC
1769
Gratus Capital
Georgia
$1.25M -$51.5K -307 -4%
APW
1770
Acima Private Wealth
Virginia
$1.25M – – –
OPA
1771
Old Port Advisors
Maine
$1.24M -$26.7K -159 -2%
LWA
1772
Lineweaver Wealth Advisors
Ohio
$1.23M +$172K +1,023 +16%
KFA
1773
Kelleher Financial Advisors
New York
$1.23M -$408K -2,432 -25%
CRWM
1774
Castle Rock Wealth Management
California
$1.23M +$86.1K +513 +8%
SSG
1775
Summit Securities Group
New York
$1.23M +$336K +1,999 +37%
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71
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