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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1951
Lake Street Private Wealth
Illinois
$417K +$199K +1,549 +95%
LFA
1952
Legend Financial Advisors
Pennsylvania
$416K +$59.4K +463 +17%
SP
1953
Successful Portfolios
Florida
$414K -$1.15K -9 -0.3%
LIA
1954
LBMC Investment Advisors
Tennessee
$414K +$20.5K +160 +5%
BCA
1955
Berman Capital Advisors
Georgia
$414K +$36.7K +286 +10%
SRCM
1956
Swift Run Capital Management
Virginia
$413K – – –
IC
1957
Inscription Capital
Texas
$413K +$112K +873 +36%
GFP
1958
Gryphon Financial Partners
Ohio
$411K +$121K +946 +43%
FBFS
1959
First Business Financial Services
Wisconsin
$410K -$2.44K -19 -0.6%
JIP
1960
JBJ Investment Partners
South Carolina
$408K +$216K +1,688 +118%
SAM
1961
Silphium Asset Management
United Kingdom
$408K +$50K +390 +14%
SAMC
1962
Spectrum Asset Management (California)
California
$405K – – –
CWM
1963
Cranbrook Wealth Management
Michigan
$405K +$385 +3 +0.1%
BPGAM
1964
BTG Pactual Global Asset Management
Bermuda
$405K +$396K +3,090 New
TFGT
1965
TS Financial Group (TSFG)
Illinois
$404K +$769 +6 +0.2%
SWMG
1966
Strategic Wealth Management Group
Maryland
$403K -$11.3K -88 -3%
SAM
1967
Security Asset Management
New York
$403K – – –
AIM
1968
Advantage Investment Management
Iowa
$403K +$385 +3 +0.1%
MWPCG
1969
Measured Wealth Private Client Group
New Hampshire
$401K -$35K -273 -8%
CBFP
1970
Cedar Brook Financial Partners
Ohio
$400K +$3.85K +30 +1%
CAL
1971
Capital Advisors Ltd
Ohio
$400K +$39.6K +309 +11%
SL
1972
Signition LP
New York
$400K +$391K +3,051 New
BSPF
1973
British Steel Pension Fund
United Kingdom
$399K -$427K -3,328 -52%
WCM
1974
Wedge Capital Management
North Carolina
$399K +$126K +986 +48%
PA
1975
Perennial Advisors
New York
$398K – – –
77 78
79
80 81