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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2251
Pointe Capital Management
Michigan
$551K +$4.79K +32 +0.8%
CTI
2252
Community Trust & Investment
Kentucky
$551K -$1.65K -11 -0.3%
CPA
2253
Cardiff Park Advisors
California
$551K +$598 +4 +0.1%
CH
2254
Canton Hathaway
Rhode Island
$550K – – –
TLP
2255
Trinity Legacy Partners
Texas
$550K – – –
SFG
2256
Sovereign Financial Group
Connecticut
$549K -$5.08K -34 -0.8%
IFWM
2257
Institute for Wealth Management
Colorado
$549K -$23.9K -160 -4%
SFG
2258
Sunburst Financial Group
Alabama
$549K -$4.79K -32 -0.8%
MSG
2259
Main Street Group
Virginia
$548K +$150 +1 +0%
STB
2260
S&T Bank
Pennsylvania
$548K -$97.2K -650 -14%
HWA
2261
HCR Wealth Advisors
California
$548K +$271K +1,815 +81%
AIP
2262
Almanack Investment Partners
Pennsylvania
$546K +$8.67K +58 +1%
BWL
2263
Bogart Wealth LLC
Virginia
$546K +$76K +508 +14%
FIB
2264
First Interstate Bank
Montana
$546K -$459K -3,072 -43%
CIA
2265
Cohen Investment Advisors
New Hampshire
$545K +$38.1K +255 +7%
UWS
2266
Unique Wealth Strategies
Illinois
$544K +$18.1K +121 +3%
SRA
2267
Secured Retirement Advisors
Minnesota
$544K +$111K +745 +23%
TNA
2268
True North Advisors
Texas
$543K -$93.5K -625 -13%
ACS
2269
Archford Capital Strategies
Illinois
$542K -$33K -221 -5%
PAW
2270
Plan A Wealth
Nebraska
$542K -$12.3K -82 -2%
AS
2271
Aware Super
Australia
$542K -$194K -1,299 -25%
SA
2272
Sovran Advisors
California
$542K +$43.2K +289 +8%
AAP
2273
Aristotle Atlantic Partners
Florida
$542K – – –
ONST
2274
Old North State Trust
North Carolina
$541K -$3.29K -22 -0.5%
CWMK
2275
Caliber Wealth Management (Kansas)
Kansas
$540K +$596K +3,989 New
89 90
91
92 93