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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1876
Legacy Bridge
Iowa
$527K -$19.9K -150 -4%
KFA
1877
Kelleher Financial Advisors
New York
$527K – – –
PA
1878
Probity Advisors
Texas
$525K -$37.9K -285 -7%
HSWM
1879
Hubbell Strickland Wealth Management
Louisiana
$520K +$504K +3,792 New
KS
1880
Karpas Strategies
Connecticut
$519K – – –
TIA
1881
Traphagen Investment Advisors
New Jersey
$519K +$7.57K +57 +2%
PIMG
1882
Patriot Investment Management Group
Tennessee
$514K -$37.2K -280 -7%
RWM
1883
Raffa Wealth Management
District of Columbia
$513K +$497K +3,744 New
LSC
1884
Lesa Sroufe & Co
Washington
$511K – – –
KP
1885
Keel Point
Alabama
$510K -$17.1K -129 -3%
HAFS
1886
Hapanowicz & Associates Financial Services
Pennsylvania
$509K – – –
FIM
1887
Freedom Investment Management
Connecticut
$508K +$8.37K +63 +2%
JIP
1888
JBJ Investment Partners
South Carolina
$507K +$77.6K +584 +19%
AFNAS
1889
American Financial Network Advisory Services
California
$504K -$515K -3,875 -51%
SIC
1890
Sigma Investment Counselors
Michigan
$504K +$35.1K +264 +8%
AG
1891
AlphaSimPlex Group
Massachusetts
$503K -$123K -926 -20%
OFG
1892
OmniStar Financial Group
North Carolina
$502K -$77.1K -580 -14%
EIG
1893
Ellenbecker Investment Group
Wisconsin
$500K +$266 +2 +0.1%
OWA
1894
Outlook Wealth Advisors
Texas
$499K -$47.8K -360 -9%
KFA
1895
Kays Financial Advisory
Georgia
$497K +$797 +6 +0.2%
CA
1896
Calton & Associates
Florida
$497K +$8.5K +64 +2%
SIA
1897
Strategic Investment Advisors
Michigan
$496K +$126K +949 +36%
SIM
1898
SSI Investment Management
California
$493K -$399 -3 -0.1%
CF
1899
Centaurus Financial
California
$493K +$51.7K +389 +12%
FNBOSM
1900
First National Bank of South Miami
Florida
$489K – – –
74 75
76
77 78