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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2176
Lumbard & Kellner
New Hampshire
$352K – – –
ACA
2177
Ackerman Capital Advisors
Texas
$352K +$46.2K +340 +15%
QCM
2178
Quest Capital Management
Texas
$350K -$20.7K -152 -6%
AFAS
2179
Acorn Financial Advisory Services
Virginia
$349K – – –
AWS
2180
Arkfeld Wealth Strategies
Nebraska
$349K +$136 +1 +0%
TFGT
2181
TS Financial Group (TSFG)
Illinois
$349K +$136 +1 +0%
BWA
2182
Burt Wealth Advisors
Maryland
$347K -$4.08K -30 -1%
YMRC
2183
Yorktown Management & Research Company
Virginia
$347K – – –
WLIM
2184
White Lighthouse Investment Management
Massachusetts
$346K -$20.4K -150 -6%
GWM
2185
Greenwich Wealth Management
Connecticut
$346K +$1.09K +8 +0.3%
BAMG
2186
Brand Asset Management Group
Missouri
$345K +$6.8K +50 +2%
CS
2187
Capital Square
Tennessee
$344K +$272 +2 +0.1%
SA
2188
Sunesis Advisors
Kansas
$344K +$8.16K +60 +2%
PO
2189
Private Ocean
California
$344K +$8.98K +66 +3%
FI
2190
Fosun International
China
$343K -$335K -2,465 -50%
SGK
2191
Steigerwald Gordon & Koch
Virginia
$342K -$2.18K -16 -0.6%
TCB
2192
Texas Capital Bancshares
Texas
$342K – – –
CIA
2193
Cascade Investment Advisors
Oregon
$338K -$20.4K -150 -6%
WQ
2194
Wealth Quarterback
New Jersey
$338K – – –
HFP
2195
Holistic Financial Partners
Indiana
$338K +$53K +390 +19%
WCG
2196
Weaver Consulting Group
California
$336K – – –
PW
2197
Peninsula Wealth
California
$335K – – –
AWM
2198
Atticus Wealth Management
Florida
$335K +$272 +2 +0.1%
CCT
2199
Capital City Trust
Florida
$335K +$2.31K +17 +0.7%
PL
2200
Parkwood LLC
Ohio
$334K -$618K -4,543 -13%
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