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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2151
Legacy Bridge
Iowa
$804K +$1.73K +10 +0.2%
SWA
2152
SOA Wealth Advisors
New York
$803K +$40.4K +234 +5%
GFA
2153
Gallagher Fiduciary Advisors
Illinois
$802K +$48.7K +282 +6%
BTWM
2154
Baker Tilly Wealth Management
Wisconsin
$800K -$1.95M -11,276 -70%
CAWM
2155
Capital Advisors Wealth Management
Washington
$800K +$44.9K +260 +6%
BAM
2156
Beaumont Asset Management
Texas
$797K +$20K +116 +2%
GI
2157
Gradient Investments
Minnesota
$797K +$192K +1,113 +30%
DIP
2158
DT Investment Partners
Pennsylvania
$796K +$80.3K +465 +11%
HIIFS
2159
Harel Insurance Investments & Financial Services
Israel
$795K +$160K +928 +24%
WQ
2160
Wealth Quarterback
New Jersey
$795K -$30K -174 -3%
RCM
2161
Riverpark Capital Management
New York
$794K +$27.6K +160 +3%
DBRC
2162
D.B. Root & Company
Pennsylvania
$794K +$121K +702 +17%
SCM
2163
Stevens Capital Management
Pennsylvania
$792K +$490K +2,837 +144%
CBB
2164
Citizens Business Bank
California
$790K +$295K +1,707 +55%
WCM
2165
Windsor Capital Management
Arizona
$790K +$35.2K +204 +4%
BCM
2166
Birch Capital Management
Texas
$787K -$90.6K -525 -10%
KWM
2167
KFG Wealth Management
Indiana
$787K +$39K +226 +5%
TIM
2168
Tortoise Investment Management
New York
$786K -$39.9K -231 -5%
SFWA
2169
Summit Financial Wealth Advisors
Louisiana
$785K +$39.5K +229 +5%
HC
2170
Hamilton Capital
Ohio
$785K -$23.3K -135 -3%
MFC
2171
Morris Financial Concepts
South Carolina
$785K +$3.45K +20 +0.4%
WCM
2172
WealthBridge Capital Management
Ohio
$785K +$1.38K +8 +0.2%
OIA
2173
Optimum Investment Advisors
Illinois
$785K -$66.3K -384 -7%
TIA
2174
Traphagen Investment Advisors
New Jersey
$785K +$16.6K +96 +2%
PCMF
2175
Private Capital Management (Florida)
Florida
$782K -$198K -1,146 -19%
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87
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