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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2126
Aspire Private Capital
North Carolina
$514K -$13.5K -87 -2%
IFWM
2127
Institute for Wealth Management
Colorado
$512K – – –
LA
2128
LexAurum Advisors
Kansas
$512K +$619 +4 +0.1%
SGI
2129
Summit Global Investments
Utah
$511K -$234K -1,513 -31%
CIG
2130
Cairn Investment Group
Washington
$511K – – –
AFM
2131
Andesa Financial Management
Pennsylvania
$510K -$3.1K -20 -0.6%
SIM
2132
SSI Investment Management
California
$510K – – –
MIC
2133
Meridian Investment Counsel
California
$509K -$137K -885 -21%
CHAM
2134
Clear Harbor Asset Management
Connecticut
$509K – – –
EGM
2135
Engineers Gate Manager
New York
$504K -$282K -1,823 -35%
RFM
2136
Royal Fund Management
Florida
$504K +$15.9K +103 +3%
DI
2137
Disciplined Investments
Oklahoma
$504K +$31K +200 +6%
FPCP
2138
Fort Point Capital Partners
California
$503K +$18.9K +122 +4%
JFA
2139
Johanson Financial Advisors
California
$503K +$22.1K +143 +4%
STA
2140
Summit Trail Advisors
New York
$503K +$44.1K +285 +9%
LC
2141
Landaas & Company
Wisconsin
$500K +$4.18K +27 +0.8%
AWP
2142
Abacus Wealth Partners
California
$499K -$27.4K -177 -5%
CBFP
2143
Cedar Brook Financial Partners
Ohio
$498K +$20.7K +134 +4%
SFG
2144
StrategIQ Financial Group
Indiana
$497K +$19.5K +126 +4%
CMO
2145
Covenant Multifamily Offices
Texas
$495K +$97.2K +628 +24%
BWM
2146
Birchcreek Wealth Management
Ohio
$494K – – –
LWM
2147
Loveless Wealth Management
Montana
$494K +$30.2K +195 +6%
ACM
2148
AlphaCrest Capital Management
New York
$493K -$152K -980 -23%
SAMC
2149
Spectrum Asset Management (California)
California
$493K -$9.44K -61 -2%
NW
2150
NewEdge Wealth
Pennsylvania
$493K +$507K +3,278 New
84 85
86
87 88