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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1751
Paragon Private Wealth Management
Kentucky
$1.5M +$196K +1,099 +15%
LFA
1752
Legacy Financial Advisors
Kentucky
$1.49M +$221K +1,239 +18%
SIG
1753
Sargent Investment Group
Maryland
$1.49M +$50.5K +283 +4%
RFA
1754
Resurgent Financial Advisors
Georgia
$1.49M -$39.6K -222 -3%
TCBWMS
1755
Texas Capital Bank Wealth Management Services
Texas
$1.49M +$30.1K +169 +2%
WEG
1756
World Equity Group
Illinois
$1.49M +$87.2K +489 +6%
1IA
1757
1834 Investment Advisors
Wisconsin
$1.48M +$24.4K +137 +2%
CC
1758
Callan Capital
California
$1.48M +$615K +3,450 +73%
AIM
1759
Aurora Investment Managers
Florida
$1.48M +$14.4K +81 +1%
GL
1760
Graypoint LLC
New York
$1.48M +$145K +815 +11%
SXL
1761
Summit X LLC
Missouri
$1.47M +$32.1K +180 +2%
SFM
1762
Signet Financial Management
New Jersey
$1.47M +$66.5K +373 +5%
MPPW
1763
Mitchell & Pahl Private Wealth
Oklahoma
$1.47M +$18.9K +106 +1%
GFS
1764
GYL Financial Synergies
Connecticut
$1.47M +$594K +3,333 +69%
MIH
1765
Meitav Investment House
Israel
$1.47M – – –
BCM
1766
Brasada Capital Management
Texas
$1.46M +$26K +146 +2%
AFP
1767
Ausdal Financial Partners
Iowa
$1.46M +$20.2K +113 +1%
DJSG
1768
D.J. St. Germain
Massachusetts
$1.45M +$1.46M +8,167 +9%
HBW
1769
Hazlett, Burt & Watson
West Virginia
$1.45M +$30.5K +171 +2%
SL
1770
Salomon & Ludwin
Virginia
$1.45M +$351K +1,970 +33%
FNA
1771
First National Advisers
Nebraska
$1.45M +$893K +5,005 +167%
AIM
1772
Aigen Investment Management
New York
$1.44M +$1.42M +7,963 New
EIA
1773
Edgemoor Investment Advisors
Maryland
$1.43M +$152K +850 +12%
RCA
1774
Ranch Capital Advisors
Florida
$1.43M -$20.3K -114 -1%
KC
1775
Knuff & Co
California
$1.43M -$36.2K -203 -3%
69 70
71
72 73