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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1826
Regatta Capital Group
California
$1.31M +$31.5K +190 +3%
MCA
1827
MSH Capital Advisors
Arizona
$1.31M -$99.8K -602 -7%
LAIC
1828
Lederer & Associates Investment Counsel
California
$1.3M +$14.6K +88 +1%
SWM
1829
Segment Wealth Management
Texas
$1.3M +$182K +1,099 +17%
CHA
1830
Carmichael Hill & Associates
Maryland
$1.3M +$41.5K +250 +3%
LOPW
1831
Live Oak Private Wealth
North Carolina
$1.3M -$829 -5 -0.1%
CA
1832
Continuum Advisory
Idaho
$1.3M +$32.7K +197 +3%
MPW
1833
Monterey Private Wealth
California
$1.3M -$5.31K -32 -0.4%
GWAG
1834
Garrett Wealth Advisory Group
Texas
$1.29M +$246K +1,486 +24%
AFP
1835
Ausdal Financial Partners
Iowa
$1.29M -$38.6K -233 -3%
AWA
1836
Arkadios Wealth Advisors
Georgia
$1.29M +$36.2K +218 +3%
CFCI
1837
Comprehensive Financial Consultants Institutional
Indiana
$1.29M +$27.2K +164 +2%
FMLI
1838
Fukoku Mutual Life Insurance
Japan
$1.29M +$82.9K +500 +7%
GWA
1839
Gratus Wealth Advisors
Virginia
$1.29M +$1.26M +7,581 New
1IA
1840
1834 Investment Advisors
Wisconsin
$1.29M -$57.5K -347 -4%
ZIG
1841
Zullo Investment Group
Pennsylvania
$1.28M +$24.9K +150 +2%
MIM
1842
MTM Investment Management
South Carolina
$1.28M -$498 -3 -0%
AC
1843
Apella Capital
Connecticut
$1.27M +$88.7K +535 +8%
JWM
1844
Jeppson Wealth Management
California
$1.27M +$4.48K +27 +0.4%
MA
1845
MONECO Advisors
Connecticut
$1.27M +$412K +2,483 +50%
WP
1846
WealthSource Partners
California
$1.27M -$129K -780 -9%
SAM
1847
SignalPoint Asset Management
Missouri
$1.26M +$96.7K +583 +8%
CPA
1848
Capital Planning Advisors
California
$1.26M +$578K +3,486 +88%
1IA
1849
1620 Investment Advisors
Massachusetts
$1.26M +$96K +579 +8%
MC
1850
Maverick Capital
Texas
$1.26M -$844K -5,089 -41%
72 73
74
75 76