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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2051
Montis Financial
Massachusetts
$943K +$1.05K +6 +0.1%
SSWG
2052
Seven Springs Wealth Group
Tennessee
$940K +$2.45K +14 +0.3%
LPT
2053
Legacy Private Trust
Wisconsin
$940K +$5.24K +30 +0.6%
MFG
2054
Midwest Financial Group
Kansas
$938K +$900K +5,147 New
AWA
2055
Arkadios Wealth Advisors
Georgia
$933K +$34.6K +198 +4%
WCA
2056
Waypoint Capital Advisors
Minnesota
$933K -$76.2K -436 -8%
FCA
2057
FLC Capital Advisors
California
$933K +$214K +1,227 +32%
PVH
2058
Psagot Value Holdings
Israel
$932K -$3.53M -20,220 -80%
PCA
2059
Pallas Capital Advisors
Massachusetts
$930K +$421K +2,411 +93%
MA
2060
MONECO Advisors
Connecticut
$928K +$347K +1,987 +64%
LB
2061
Legacy Bridge
Iowa
$927K +$42.8K +245 +5%
WCMN
2062
Westchester Capital Management (Nebraska)
Nebraska
$925K – – –
CAM
2063
CPA Asset Management
Florida
$925K – – –
WI
2064
Wedgewood Investors
Pennsylvania
$924K -$21K -120 -2%
PWAM
2065
Pinnacle West Asset Management
Wyoming
$922K +$884K +5,060 New
ACP
2066
Aveo Capital Partners
Colorado
$920K +$178K +1,021 +25%
MMHP
2067
Murphy Middleton Hinkle & Parker
Georgia
$916K +$175 +1 +0%
IF
2068
IRON Financial
Illinois
$915K -$42.3K -242 -5%
BFG
2069
Barber Financial Group
Kansas
$915K +$19.9K +114 +2%
OCG
2070
Opus Capital Group
Ohio
$914K +$9.26K +53 +1%
FCAG
2071
First Capital Advisors Group
New Jersey
$914K -$40K -229 -4%
SWA
2072
Sutton Wealth Advisors
Florida
$913K -$395K -2,257 -31%
EDRH
2073
Edmond de Rothschild Holding
Switzerland
$912K -$182K -1,042 -17%
AC
2074
Allstate Corporation
Illinois
$912K -$8.13M -46,496 -90%
CIA
2075
Cladis Investment Advisory
Montana
$912K – – –
81 82
83
84 85