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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2076
Alta Wealth Advisors
Massachusetts
$901K -$22.8K -128 -3%
TIM
2077
Thompson Investment Management
Wisconsin
$896K -$323K -1,813 -27%
OCG
2078
Opus Capital Group
Ohio
$896K -$27.3K -153 -3%
KW
2079
KWB Wealth
California
$895K +$159K +890 +22%
OFG
2080
OmniStar Financial Group
North Carolina
$892K -$5.53K -31 -0.6%
CFG
2081
Cooper Financial Group
California
$890K +$97.6K +547 +12%
AWA
2082
Arkadios Wealth Advisors
Georgia
$889K -$7.13K -40 -0.8%
LIA
2083
LBMC Investment Advisors
Tennessee
$888K – – –
BFG
2084
Barber Financial Group
Kansas
$886K -$32.6K -183 -4%
ONST
2085
Old North State Trust
North Carolina
$886K +$53.5K +300 +7%
PC
2086
Pecaut & Co
Iowa
$885K -$126K -705 -13%
ICP
2087
Ironvine Capital Partners
Nebraska
$885K – – –
FWS
2088
FinDec Wealth Services
California
$885K +$874K +4,898 New
CSPAM
2089
Cary Street Partners Asset Management
Virginia
$881K -$3.39K -19 -0.4%
VCM
2090
Vivaldi Capital Management
Illinois
$879K +$18.7K +105 +2%
SLT
2091
St Louis Trust
Missouri
$876K +$276K +1,550 +47%
LB
2092
Legacy Bridge
Iowa
$875K +$58K +325 +7%
APWA
2093
Atlas Private Wealth Advisors
New Jersey
$870K -$27.3K -153 -3%
BWM
2094
BNC Wealth Management
Oregon
$869K +$858K +4,810 New
SWMP
2095
Signature Wealth Management Partners
New Jersey
$867K -$9.1K -51 -1%
F
2096
F3Logic
Minnesota
$864K -$187K -1,050 -18%
GBS
2097
Gallagher Benefit Services
Illinois
$864K +$852K +4,779 New
PCM
2098
Perritt Capital Management
Illinois
$863K -$17.8K -100 -2%
CNBT
2099
Cornerstone National Bank & Trust
Illinois
$863K -$15.2K -85 -2%
BAM
2100
Blueshift Asset Management
New Jersey
$862K +$388K +2,176 +84%
82 83
84
85 86