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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2226
Pointe Capital Management
Michigan
$397K -$41.2K -300 -10%
SWP
2227
Strategic Wealth Partners
Ohio
$396K -$831K -6,059 -68%
PTC
2228
Provident Trust Company
Wisconsin
$396K – – –
CF
2229
Clarity Financial
Texas
$396K +$184K +1,339 +92%
UBG
2230
United Bank (Georgia)
Georgia
$395K -$87.7K -639 -19%
CGH
2231
CMG Global Holdings
Texas
$394K +$383K +2,788 New
LWM
2232
Liberty Wealth Management
California
$393K – – –
SBF
2233
Sara-Bay Financial
Florida
$392K -$11.5K -84 -3%
FA
2234
Financial Advisors
Massachusetts
$392K +$5.76K +42 +2%
QTM
2235
qPULA Trading Management
New York
$392K +$380K +2,769 New
AFA
2236
Atlanta Financial Associates
Georgia
$390K – – –
OCM
2237
Orion Capital Management
California
$390K – – –
SC
2238
Steph & Co
Wisconsin
$389K – – –
CMO
2239
Covenant Multifamily Offices
Texas
$389K +$377K +2,751 New
BEI
2240
Benjamin Edwards Inc
Missouri
$386K -$252K -1,838 -40%
EIG
2241
Ellenbecker Investment Group
Wisconsin
$383K -$7.55K -55 -2%
HCA
2242
Heck Capital Advisors
Wisconsin
$382K -$8.78K -64 -2%
RTC
2243
Riverview Trust Company
Washington
$382K -$23.2K -169 -6%
LK
2244
Lumbard & Kellner
New Hampshire
$381K – – –
KP
2245
Keel Point
Alabama
$381K +$21.5K +157 +6%
LDFR
2246
Lehman & Derafelo Financial Resources
Pennsylvania
$380K – – –
FIA
2247
Foundations Investment Advisors
Arizona
$380K +$87.3K +636 +32%
FFS
2248
Founders Financial Securities
Maryland
$379K +$367K +2,678 New
RP
2249
Rowlandmiller & Partners
Georgia
$377K -$40.8K -297 -10%
LD
2250
Lipe & Dalton
New York
$377K -$20.6K -150 -5%
88 89
90
91 92