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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2101
Park Place Capital
Alabama
$843K +$59.9K +330 +7%
WA
2102
Waddell & Associates
Tennessee
$842K +$153K +844 +20%
NRG
2103
Nemes Rush Group
Michigan
$842K -$41.4K -228 -4%
MSWM
2104
McGlone Suttner Wealth Management
Wisconsin
$840K -$366K -2,017 -29%
AA
2105
Advisory Alpha
Michigan
$840K -$69.2K -381 -7%
FWS
2106
FinDec Wealth Services
California
$834K +$5.08K +28 +0.6%
FDP
2107
Financiere des Professionnels
Quebec, Canada
$834K +$894K +4,920 New
SSWG
2108
Seven Springs Wealth Group
Tennessee
$832K – – –
ICP
2109
Ironvine Capital Partners
Nebraska
$830K – – –
TWM
2110
Thrive Wealth Management
Pennsylvania
$830K +$55.9K +308 +7%
SFSG
2111
Sound Financial Strategies Group
Mississippi
$830K -$57.9K -319 -6%
TPCM
2112
Templeton & Phillips Capital Management
Tennessee
$830K – – –
TNA
2113
True North Advisors
Texas
$830K +$28.5K +157 +3%
RC
2114
Reik & Co
New York
$821K -$255K -1,402 -22%
GC
2115
Gilbert & Cook
Iowa
$820K -$263K -1,450 -23%
BLAM
2116
Bourne Lent Asset Management
New York
$818K – – –
CB
2117
Centennial Bank
Arkansas
$817K +$114K +625 +15%
CCM
2118
Crabel Capital Management
California
$814K +$873K +4,806 New
CC
2119
Centiva Capital
New York
$813K -$4.05M -22,297 -82%
HIIFS
2120
Harel Insurance Investments & Financial Services
Israel
$810K +$204K +1,124 +31%
AA
2121
Apriem Advisors
California
$804K +$2.91K +16 +0.3%
SWA
2122
SOA Wealth Advisors
New York
$803K -$2.36K -13 -0.3%
CCM
2123
Chickasaw Capital Management
Tennessee
$803K – – –
SFG
2124
Sunburst Financial Group
Alabama
$802K +$42.9K +236 +5%
B
2125
Barings
North Carolina
$800K -$305K -1,678 -26%
83 84
85
86 87