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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2176
Bell Bank
North Dakota
$355K – – –
NC
2177
Noked Capital
Israel
$355K +$354K +2,600 New
NI
2178
Noked Israel
Israel
$355K +$354K +2,600 New
BAMG
2179
Brand Asset Management Group
Missouri
$354K -$20.3K -149 -5%
CS
2180
Capital Square
Tennessee
$352K +$351K +2,576 New
CW
2181
CreativeOne Wealth
Kansas
$351K +$10.9K +80 +3%
PRWA
2182
Platte River Wealth Advisors
Colorado
$351K +$336K +2,468 New
TWP
2183
Tempus Wealth Planning
California
$351K +$350K +2,571 New
PWAC
2184
Private Wealth Advisors (California)
California
$350K – – –
VCM
2185
Vision Capital Management
Oregon
$350K +$348K +2,559 New
DS
2186
DRW Securities
Illinois
$349K +$348K +2,556 New
JHP
2187
James Hambro & Partners
United Kingdom
$348K – – –
FA
2188
FCG Advisors
New Jersey
$345K -$32.8K -241 -9%
BWA
2189
Burt Wealth Advisors
Maryland
$345K -$3.81K -28 -1%
SIC
2190
Samalin Investment Counsel
New York
$345K +$344K +2,528 New
AAP
2191
Arax Advisory Partners
Colorado
$344K +$16.6K +122 +5%
CCA
2192
Column Capital Advisors
Indiana
$343K +$342K +2,514 New
EMG
2193
Ellington Management Group
Connecticut
$342K -$40.8K -300 -11%
LB
2194
Landmark Bank
Missouri
$342K -$5.44K -40 -2%
BPWA
2195
Beacon Pointe Wealth Advisors
California
$342K +$20.4K +150 +6%
WLIM
2196
White Lighthouse Investment Management
Massachusetts
$342K +$22.3K +164 +7%
SGK
2197
Steigerwald Gordon & Koch
Virginia
$342K +$41.1K +302 +14%
RICHC
2198
Renaissance Investment Consultants Holding Company
Pennsylvania
$342K +$340K +2,500 New
TCB
2199
Texas Capital Bancshares
Texas
$339K -$4.36K -32 -1%
IFG
2200
Investors Financial Group
Minnesota
$339K +$337K +2,478 New
86 87
88
89 90