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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Circle Wealth Management
New Jersey
$436K +$131K +1,018 +44%
FWP
1927
FAS Wealth Partners
Kansas
$434K +$16.3K +127 +4%
SLT
1928
St Louis Trust
Missouri
$433K -$160K -1,250 -27%
BCM
1929
Birmingham Capital Management
Alabama
$433K – – –
TFF
1930
The Family Firm
Maryland
$431K -$10.5K -82 -2%
CHA
1931
Cooper/Haims Advisors
New York
$431K – – –
SG
1932
StoneX Group
New York
$430K +$43.7K +341 +12%
AA
1933
Alesco Advisors
New York
$427K – – –
UC
1934
Unio Capital
New Jersey
$426K -$41.7K -325 -9%
OFW
1935
Omnia Family Wealth
Florida
$426K +$20.3K +158 +5%
ACA
1936
Aptus Capital Advisors
Alabama
$425K -$244K -1,900 -37%
SFG
1937
StrategIQ Financial Group
Indiana
$425K +$11K +86 +3%
SFM
1938
Signet Financial Management
New Jersey
$425K +$27K +211 +7%
EF
1939
Empirical Finance
Pennsylvania
$424K -$8.08K -63 -2%
HHGA
1940
Halbert Hargrove Global Advisors
California
$423K +$413K +3,225 New
NED
1941
Nancy E. Dempze
$422K -$43.6K -340 -10%
GCM
1942
Gladius Capital Management
Illinois
$421K -$1.65M -12,834 -80%
CF
1943
Centaurus Financial
California
$421K +$20.1K +157 +5%
PAM
1944
Premier Asset Management
Illinois
$420K – – –
SFPIA
1945
Stevens First Principles Investment Advisors
California
$420K – – –
BONST
1946
Bank of Nova Scotia Trust
Ontario, Canada
$419K -$16K -125 -4%
LFA
1947
Legacy Financial Advisors
Kentucky
$419K -$1.03K -8 -0.2%
GEA
1948
Glen Eagle Advisors
New Jersey
$419K +$128 +1 +0%
HC
1949
HNP Capital
New York
$418K – – –
VRM
1950
Vectors Research Management
New York
$418K – – –
76 77
78
79 80