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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
2051
SPC Financial Inc
Maryland
$576K -$47.2K -332 -8%
PFG
2052
PAX Financial Group
Texas
$575K +$8.67K +61 +2%
VAM
2053
Verity Asset Management
North Carolina
$575K +$13.6K +96 +3%
CT
2054
Clearstead Trust
Maine
$574K – – –
PP
2055
PDS Planning
Ohio
$574K +$18.2K +128 +3%
CAM
2056
Covenant Asset Management
New Jersey
$572K – – –
LIA
2057
LBMC Investment Advisors
Tennessee
$571K +$11.1K +78 +2%
FNBOH
2058
First National Bank of Hutchinson
Kansas
$570K +$103K +726 +21%
1WM
2059
1900 Wealth Management
Texas
$570K +$547K +3,846 New
SGI
2060
Summit Global Investments
Utah
$568K -$187K -1,313 -26%
RPWA
2061
Regent Peak Wealth Advisors
Georgia
$568K +$61.8K +435 +13%
PIMG
2062
Patriot Investment Management Group
Tennessee
$567K +$3.7K +26 +0.7%
TIAM2
2063
Tru Independence Asset Management 2
Oregon
$566K +$542K +3,814 New
QPWM
2064
Quadrant Private Wealth Management
Pennsylvania
$565K -$29.6K -208 -5%
RHBC
2065
R.H. Bluestein & Co
Michigan
$564K -$139K -980 -20%
MWPCG
2066
Measured Wealth Private Client Group
New Hampshire
$564K -$73.3K -516 -12%
MCA
2067
Morris Capital Advisors
Pennsylvania
$563K -$13.8K -97 -2%
C
2068
Certuity
Florida
$563K +$90.4K +636 +20%
CCM
2069
Compass Capital Management
Minnesota
$562K -$21.3K -150 -4%
KS
2070
Karpas Strategies
Connecticut
$561K – – –
RHJA
2071
Rice Hall James & Associates
California
$561K – – –
CWS
2072
Cypress Wealth Services
California
$559K +$536K +3,768 New
AA
2073
Addison Advisors
Vermont
$557K +$533K +3,753 New
GEA
2074
Glen Eagle Advisors
New Jersey
$556K +$5.54K +39 +1%
LWP
2075
Lumature Wealth Partners
Georgia
$556K +$533K +3,750 New
81 82
83
84 85