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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1826
9258 Wealth Management
Ohio
$560K +$91.7K +715 +20%
BCM
1827
Bienville Capital Management
New York
$559K +$6.67K +52 +1%
PWP
1828
Principle Wealth Partners
Connecticut
$558K +$175K +1,364 +47%
OFG
1829
OmniStar Financial Group
North Carolina
$557K -$27.8K -217 -5%
SL
1830
Summitry LLC
California
$555K – – –
MCA
1831
Morris Capital Advisors
Pennsylvania
$554K -$1.15K -9 -0.2%
TRCT
1832
Tower Research Capital (TRC)
New York
$552K -$1.99M -15,507 -79%
MWA
1833
Meridian Wealth Advisors
Texas
$550K -$39.7K -310 -7%
HC
1834
Hourglass Capital
Texas
$547K – – –
ANBT
1835
American National Bank & Trust
Texas
$545K -$3.97K -31 -0.7%
PA
1836
Probity Advisors
Texas
$540K -$4.87K -38 -0.9%
GLI
1837
Guardian Life Insurance
New York
$534K +$2.44K +19 +0.5%
AWMF
1838
Arbor Wealth Management (Florida)
Florida
$530K -$6.41K -50 -1%
RPG
1839
Resource Planning Group
Georgia
$530K – – –
HFA
1840
Huber Financial Advisors
Illinois
$530K +$2.05K +16 +0.4%
SMH
1841
Sanders Morris Harris
Texas
$530K +$518K +4,040 New
EWA
1842
ERTS Wealth Advisors
Michigan
$528K -$9.62K -75 -2%
CCM
1843
Cribstone Capital Management
Maine
$526K -$6.41K -50 -1%
LB
1844
Legacy Bridge
Iowa
$524K – – –
OWA
1845
Outlook Wealth Advisors
Texas
$524K +$16.7K +130 +3%
XS
1846
XR Securities
Illinois
$524K +$32.6K +254 +7%
AAM
1847
Aureus Asset Management
Massachusetts
$523K – – –
JA
1848
JOYN Advisors
Georgia
$522K +$72.6K +566 +16%
SDAM
1849
Shulman DeMeo Asset Management
New York
$522K +$223K +1,738 +77%
PIMG
1850
Patriot Investment Management Group
Tennessee
$520K +$38.5K +300 +8%
72 73
74
75 76