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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
1776
RIA Advisory Group
Iowa
$1.43M +$38.3K +205 +3%
LOPW
1777
Live Oak Private Wealth
North Carolina
$1.42M +$13.8K +74 +1%
CCM
1778
Chilton Capital Management
Texas
$1.42M +$14.7K +79 +1%
FCP
1779
Fidelis Capital Partners
Florida
$1.42M +$67.7K +363 +5%
MPW
1780
Monterey Private Wealth
California
$1.42M -$82.7K -443 -5%
MPIA
1781
Mountain Pacific Investment Advisers
Idaho
$1.4M -$151K -807 -10%
EFG
1782
Everhart Financial Group
Ohio
$1.4M +$62.5K +335 +5%
RCG
1783
Regatta Capital Group
California
$1.4M +$17.4K +93 +1%
GSEP
1784
Golden State Equity Partners
California
$1.4M +$828K +4,435 +143%
SL
1785
Sentry LLC
Tennessee
$1.4M – – –
CFCI
1786
Comprehensive Financial Consultants Institutional
Indiana
$1.4M +$12.7K +68 +0.9%
NL
1787
NVWM LLC
Pennsylvania
$1.39M -$255K -1,367 -15%
MA
1788
MCF Advisors
Kentucky
$1.39M +$123K +657 +10%
VIG
1789
Vienna Insurance Group
Poland
$1.39M +$578K +3,099 +70%
WDC
1790
Woodward Diversified Capital
California
$1.39M -$17.5K -94 -1%
DR
1791
Davis Rea
Ontario, Canada
$1.39M – – –
APW
1792
Acima Private Wealth
Virginia
$1.39M -$7.46K -40 -0.5%
WFS
1793
Widmann Financial Services
Maryland
$1.38M +$48.5K +260 +4%
BP
1794
BBR Partners
New York
$1.38M -$305K -1,635 -18%
PPWP
1795
Proquility Private Wealth Partners
Nevada
$1.38M -$33.2K -178 -2%
BWM
1796
Buckley Wealth Management
Nevada
$1.38M +$224K +1,200 +19%
HVP
1797
Hudson Value Partners
Florida
$1.38M -$42K -225 -3%
TWI
1798
Thomas White International
Illinois
$1.37M +$725K +3,884 +110%
CHA
1799
Carmichael Hill & Associates
Maryland
$1.37M +$59.7K +320 +5%
RIA
1800
Realta Investment Advisors
Delaware
$1.37M +$96.1K +515 +7%
70 71
72
73 74