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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2051
Community Financial Services Group
Vermont
$347K +$337K +2,536 New
TCB
2052
Texas Capital Bancshares
Texas
$344K -$14.3K -108 -4%
DWM
2053
Darwin Wealth Management
Florida
$344K +$3.06K +23 +0.9%
DLHL
2054
Donald L. Hagan LLC
Florida
$342K +$6.91K +52 +2%
CW
2055
CreativeOne Wealth
Kansas
$341K -$3.85K -29 -1%
MCM
2056
Marathon Capital Management
Maryland
$341K – – –
PCM
2057
Princeton Capital Management
New Jersey
$341K – – –
SEIA
2058
Signature Estate & Investment Advisors
California
$339K +$329K +2,473 New
SHGA
2059
Sand Hill Global Advisors
California
$338K -$13.8K -104 -4%
VF
2060
Virtu Financial
New York
$337K -$1.34M -10,070 -80%
PW
2061
Peninsula Wealth
California
$337K – – –
PFA
2062
Pettinga Financial Advisors
Indiana
$337K – – –
TCM
2063
Tradewinds Capital Management
Washington
$336K +$27.2K +205 +9%
GM
2064
GeoWealth Management
Illinois
$336K +$325K +2,448 New
MIH
2065
Meitav Investment House
Israel
$334K -$45.3K -341 -12%
NIM
2066
NuWave Investment Management
New Jersey
$333K -$465K -3,498 -59%
DA
2067
Doliver Advisors
Texas
$332K +$323K +2,435 New
BWFA
2068
Baltimore-Washington Financial Advisors
Maryland
$331K +$1.46K +11 +0.5%
MOS
2069
MGO One Seven
Ohio
$331K +$321K +2,416 New
FPCP
2070
Fort Point Capital Partners
California
$330K +$11K +83 +4%
SOAMC
2071
Spirit of America Management Corp
New York
$329K – – –
AAP
2072
Arax Advisory Partners
Colorado
$329K +$1.73K +13 +0.5%
OCM
2073
Orleans Capital Management
Louisiana
$328K – – –
TIA
2074
Tiemann Investment Advisors
California
$327K – – –
WIC
2075
Whitegate Investment Counselors
New Hampshire
$327K +$17.7K +133 +6%
81 82
83
84 85