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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2151
CEDRUS
Colorado
$679K +$15K +89 +2%
CFG
2152
Cooper Financial Group
California
$677K -$2.19K -13 -0.3%
SCA
2153
Sippican Capital Advisors
Massachusetts
$674K – – –
GCM
2154
Gables Capital Management
Florida
$673K -$8.42K -50 -1%
SIS
2155
Sound Income Strategies
Florida
$673K -$168 -1 -0%
HCM
2156
Hutchinson Capital Management
California
$673K +$9.76K +58 +1%
FFC
2157
First Financial Corp
Indiana
$672K -$16.3K -97 -2%
AP
2158
Advisors Preferred
Maryland
$671K +$184K +1,094 +37%
DOA
2159
D'Orazio & Associates
Virginia
$670K +$93.3K +554 +16%
CISOA
2160
Capital Investment Services of America
Wisconsin
$668K +$48.5K +288 +8%
APC
2161
Aspire Private Capital
North Carolina
$667K -$1.01K -6 -0.1%
CWA
2162
Clearview Wealth Advisors
Oregon
$666K +$29.3K +174 +5%
JWBC
2163
John W. Bristol & Co
New York
$664K -$337K -2,000 -33%
RCM
2164
Raleigh Capital Management
North Carolina
$661K +$29K +172 +5%
BFA
2165
Brendel Financial Advisors
New Hampshire
$659K -$1.35K -8 -0.2%
GA
2166
Greytown Advisors
Florida
$655K -$206K -1,222 -24%
PIM
2167
Profit Investment Management
Maryland
$651K -$46.3K -275 -7%
KW
2168
KWB Wealth
California
$649K +$74.9K +445 +13%
SFA
2169
Souders Financial Advisors
Ohio
$648K +$46.8K +278 +8%
CB
2170
Cadence Bank
Mississippi
$647K -$90.1K -535 -12%
SFWA
2171
Summit Financial Wealth Advisors
Louisiana
$647K +$30.3K +180 +5%
MFC
2172
Morris Financial Concepts
South Carolina
$646K -$3.2K -19 -0.5%
SMH
2173
Sanders Morris Harris
Texas
$645K – – –
WFA
2174
Wade Financial Advisory
California
$643K -$37K -220 -5%
TCOK
2175
Trust Company of Kansas
Kansas
$642K -$90.1K -535 -12%
85 86
87
88 89