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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1851
Texas Capital Bank Wealth Management Services
Texas
$1.2M -$52.7K -290 -4%
SAM
1852
Summit Asset Management
Tennessee
$1.19M -$2.18K -12 -0.2%
AFG
1853
ABLE Financial Group
Arizona
$1.19M +$60.3K +332 +5%
OIA
1854
Optimum Investment Advisors
Illinois
$1.19M +$182 +1 +0%
CWA
1855
Clearview Wealth Advisors
Oregon
$1.19M +$719K +3,956 +129%
CSI
1856
Cross Staff Investments
New York
$1.19M – – –
TWP
1857
Tempus Wealth Planning
California
$1.19M +$5.45K +30 +0.4%
CSUI
1858
Cincinnati Specialty Underwriters Insurance
Ohio
$1.19M – – –
KAS
1859
KPP Advisory Services
Kentucky
$1.18M +$1.27M +6,967 New
QCIG
1860
Quad-Cities Investment Group
Iowa
$1.18M +$2.91K +16 +0.2%
CPSC
1861
Carl P. Sherr & Co
Massachusetts
$1.18M – – –
WTFG
1862
Wells Trecaso Financial Group
Ohio
$1.17M -$182 -1 -0%
GTAM
1863
Global Trust Asset Management
Florida
$1.17M +$9.08K +50 +0.7%
MS
1864
Madden Securities
Texas
$1.17M -$10.4K -57 -0.8%
DDC
1865
DF Dent & Co
Maryland
$1.17M -$908 -5 -0.1%
MPM
1866
Meritage Portfolio Management
Kansas
$1.17M +$1.09K +6 +0.1%
AC
1867
Apella Capital
Connecticut
$1.17M +$7.99K +44 +0.6%
BCM
1868
Birch Capital Management
Texas
$1.17M – – –
GSC
1869
Ground Swell Capital
South Carolina
$1.16M +$1.25M +6,871 New
SAM
1870
SignalPoint Asset Management
Missouri
$1.16M +$18.5K +102 +2%
RIA
1871
Richwood Investment Advisors
Ohio
$1.16M +$6.9K +38 +0.6%
IWA
1872
IVC Wealth Advisors
Pennsylvania
$1.16M -$1.64K -9 -0.1%
1IA
1873
1620 Investment Advisors
Massachusetts
$1.16M -$8.17K -45 -0.7%
PMIA
1874
Patrick Mauro Investment Advisor
Illinois
$1.16M -$28.5K -157 -2%
FG
1875
Foster Group
Iowa
$1.16M -$74.6K -411 -6%
73 74
75
76 77