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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2076
Thompson Investment Management
Wisconsin
$896K -$323K -1,813 -27%
OCG
2077
Opus Capital Group
Ohio
$896K -$27.3K -153 -3%
KW
2078
KWB Wealth
California
$895K +$159K +890 +22%
OFG
2079
OmniStar Financial Group
North Carolina
$892K -$5.53K -31 -0.6%
CFG
2080
Cooper Financial Group
California
$890K +$97.6K +547 +12%
AWA
2081
Arkadios Wealth Advisors
Georgia
$889K -$7.13K -40 -0.8%
LIA
2082
LBMC Investment Advisors
Tennessee
$888K – – –
BFG
2083
Barber Financial Group
Kansas
$886K -$32.6K -183 -4%
ONST
2084
Old North State Trust
North Carolina
$886K +$53.5K +300 +7%
PC
2085
Pecaut & Co
Iowa
$885K -$126K -705 -13%
ICP
2086
Ironvine Capital Partners
Nebraska
$885K – – –
FWS
2087
FinDec Wealth Services
California
$885K +$874K +4,898 New
CSPAM
2088
Cary Street Partners Asset Management
Virginia
$881K -$3.39K -19 -0.4%
VCM
2089
Vivaldi Capital Management
Illinois
$879K +$18.7K +105 +2%
SLT
2090
St Louis Trust
Missouri
$876K +$276K +1,550 +47%
LB
2091
Legacy Bridge
Iowa
$875K +$58K +325 +7%
APWA
2092
Atlas Private Wealth Advisors
New Jersey
$870K -$27.3K -153 -3%
BWM
2093
BNC Wealth Management
Oregon
$869K +$858K +4,810 New
SWMP
2094
Signature Wealth Management Partners
New Jersey
$867K -$9.1K -51 -1%
F
2095
F3Logic
Minnesota
$864K -$187K -1,050 -18%
GBS
2096
Gallagher Benefit Services
Illinois
$864K +$852K +4,779 New
PCM
2097
Perritt Capital Management
Illinois
$863K -$17.8K -100 -2%
CNBT
2098
Cornerstone National Bank & Trust
Illinois
$863K -$15.2K -85 -2%
BAM
2099
Blueshift Asset Management
New Jersey
$862K +$388K +2,176 +84%
NCM
2100
NCM Capital Management
New Jersey
$860K -$13.4K -75 -2%
82 83
84
85 86