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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2176
Vision Capital Management
Oregon
$309K +$1.89K +14 +0.5%
TFGT
2177
TS Financial Group (TSFG)
Illinois
$308K -$70.7K -523 -17%
DIM
2178
Delta Investment Management
California
$308K +$59.9K +443 +21%
MG
2179
Mather Group
Illinois
$307K +$66.4K +491 +24%
C
2180
Certuity
Florida
$306K -$91.6K -678 -21%
JHP
2181
James Hambro & Partners
United Kingdom
$306K – – –
AFS
2182
Axiom Financial Strategies
Indiana
$306K +$344K +2,548 New
SSA
2183
South Street Advisors
New York
$304K +$122K +900 +55%
CS
2184
Capital Square
Tennessee
$303K -$7.57K -56 -2%
BWA
2185
Burt Wealth Advisors
Maryland
$303K +$676 +5 +0.2%
AWS
2186
Arkfeld Wealth Strategies
Nebraska
$303K +$28.4K +210 +9%
QPWM
2187
Quadrant Private Wealth Management
Pennsylvania
$303K +$341K +2,522 New
AW
2188
Alpha Windward
Massachusetts
$302K -$499K -3,691 -59%
FA
2189
FCG Advisors
New Jersey
$300K -$4.33K -32 -1%
ABTD
2190
Arvest Bank Trust Division
Oklahoma
$299K -$47K -348 -12%
GWM
2191
Greenwich Wealth Management
Connecticut
$299K +$2.97K +22 +0.9%
APC
2192
Aspire Private Capital
North Carolina
$298K -$342K -2,533 -50%
SGK
2193
Steigerwald Gordon & Koch
Virginia
$298K -$3.24K -24 -1%
TCB
2194
Texas Capital Bancshares
Texas
$298K – – –
BAM
2195
Bellevue Asset Management
Washington
$297K +$37.2K +275 +14%
PW
2196
Peninsula Wealth
California
$296K – – –
TI
2197
tru Independence
Oregon
$296K – – –
RICHC
2198
Renaissance Investment Consultants Holding Company
Pennsylvania
$295K -$5.54K -41 -2%
LPWM
2199
Lake Point Wealth Management
Texas
$295K -$1.76K -13 -0.5%
WFA
2200
Wade Financial Advisory
California
$295K – – –
86 87
88
89 90