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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1851
Rench Wealth Management
Texas
$315K -$19.9K -176 -6%
CIA
1852
Cascade Investment Advisors
Oregon
$315K – – –
BCA
1853
Berman Capital Advisors
Georgia
$314K +$37.6K +332 +13%
CGL
1854
Clarius Group LLC
Washington
$314K +$318K +2,807 New
MWPCG
1855
Measured Wealth Private Client Group
New Hampshire
$312K +$113 +1 +0%
LC
1856
Landaas & Company
Wisconsin
$310K – – –
EF
1857
Empirical Finance
Pennsylvania
$310K +$35.1K +310 +13%
BI
1858
Ballast Inc
Kentucky
$310K +$97.2K +858 +45%
NWM
1859
Northwest Wealth Management
Iowa
$308K +$1.58K +14 +0.5%
GFP
1860
Gryphon Financial Partners
Ohio
$308K +$63.6K +562 +26%
BCI
1861
Brinker Capital Investments
Pennsylvania
$307K -$3.28K -29 -1%
EMB
1862
Elefante Mark B
$306K -$5.66K -50 -2%
CAL
1863
Capital Advisors Ltd
Ohio
$306K +$51K +450 +20%
EP
1864
Edgestream Partners
New Jersey
$306K +$310K +2,736 New
SFM
1865
Signet Financial Management
New Jersey
$305K -$24.1K -213 -7%
VCM
1866
Vivaldi Capital Management
Illinois
$304K +$3.28K +29 +1%
LA
1867
LexAurum Advisors
Kansas
$304K +$26.7K +236 +9%
CRWM
1868
Castle Rock Wealth Management
California
$303K -$164K -1,445 -35%
CA
1869
Calton & Associates
Florida
$300K -$18.5K -163 -6%
AWA
1870
Alaska Wealth Advisors
Alaska
$300K – – –
PWM
1871
Paulson Wealth Management
Illinois
$300K +$22.8K +201 +8%
VAM
1872
Verity Asset Management
North Carolina
$299K +$302K +2,671 New
DLHL
1873
Donald L. Hagan LLC
Florida
$297K – – –
SOAMC
1874
Spirit of America Management Corp
New York
$296K -$113K -1,000 -27%
BB
1875
Bell Bank
North Dakota
$296K – – –
73 74
75
76 77