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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2276
Alesco Advisors
New York
$545K – – –
SAMC
2277
Spectrum Asset Management (California)
California
$543K – – –
EBA
2278
Eagle Bay Advisors
New York
$541K +$162K +963 +42%
ACM
2279
AUA Capital Management
Pennsylvania
$540K -$12.3K -73 -2%
FPCP
2280
Fort Point Capital Partners
California
$540K – – –
BFA
2281
BMS Financial Advisors
South Dakota
$539K +$22.6K +134 +4%
LA
2282
LexAurum Advisors
Kansas
$538K +$10.9K +65 +2%
MC
2283
Machina Capital
France
$538K +$543K +3,228 New
DWP
2284
Destiny Wealth Partners
Florida
$536K +$226K +1,345 +72%
SFI
2285
SPC Financial Inc
Maryland
$535K +$27.8K +165 +5%
MGWM
2286
Marks Group Wealth Management
Minnesota
$535K +$42.9K +255 +9%
IIM
2287
Ironwood Investment Management
Massachusetts
$534K – – –
6F
2288
626 Financial
Michigan
$533K +$337 +2 +0.1%
APW
2289
Austin Private Wealth
Texas
$532K +$175K +1,041 +48%
CMS
2290
Capital Market Strategies
Florida
$530K – – –
IFA
2291
Index Fund Advisors
California
$529K +$22.7K +135 +4%
HSWM
2292
Hubbell Strickland Wealth Management
Louisiana
$527K +$1.01K +6 +0.2%
CBT
2293
Central Bank & Trust
Kentucky
$526K -$46.1K -274 -8%
WF
2294
Wayfinding Financial
Washington
$526K +$673 +4 +0.1%
LAM
2295
LifePro Asset Management
California
$525K -$7.07K -42 -1%
MCM
2296
Monument Capital Management
Virginia
$525K +$114K +676 +27%
PCG
2297
Private Capital Group
Connecticut
$524K -$214K -1,271 -29%
TF
2298
Trek Financial
Arizona
$524K -$3.03K -18 -0.6%
CAL
2299
Capital Advisors Ltd
Ohio
$523K – – –
SIA
2300
Strategic Investment Advisors
Michigan
$523K +$70.9K +421 +16%
90 91
92
93 94