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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
2276
Summit X LLC
Missouri
$697K -$387K -2,252 -35%
CFO
2277
CVA Family Office
Colorado
$696K +$7.73K +45 +1%
HP
2278
Holistic Planning
Texas
$693K +$15.8K +92 +2%
LWAM
2279
Legacy Wealth Asset Management
Minnesota
$692K -$344 -2 -0%
CCG
2280
Catalina Capital Group
California
$691K -$70.3K -409 -9%
MAM
2281
Montchanin Asset Management
Delaware
$690K -$60.3K -351 -8%
CCA
2282
Catalyst Capital Advisors
New York
$690K +$468K +2,726 +205%
OIM
2283
Orca Investment Management
Oregon
$689K +$43.3K +252 +7%
RIG
2284
RiverFront Investment Group
Virginia
$685K +$92.9K +541 +16%
WI
2285
WBI Investments
New Jersey
$684K +$692K +4,025 New
CC
2286
Cadinha & Co
Hawaii
$684K +$3.09K +18 +0.4%
ST
2287
Sageworth Trust
Pennsylvania
$681K +$64.9K +378 +10%
AIM
2288
Aurora Investment Managers
Florida
$681K -$17.2K -100 -2%
APW
2289
Austin Private Wealth
Texas
$681K +$16.7K +97 +2%
OIA
2290
Optimum Investment Advisors
Illinois
$678K -$132K -770 -16%
LFA
2291
Laraway Financial Advisors
Minnesota
$678K -$4.12K -24 -0.6%
CWMGP
2292
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$677K -$103K -599 -13%
AWM
2293
Aprio Wealth Management
Georgia
$677K -$86.1K -501 -11%
GCM
2294
Gables Capital Management
Florida
$672K – – –
LIA
2295
LBMC Investment Advisors
Tennessee
$670K -$13.7K -80 -2%
OL
2296
Optas LLC
Texas
$666K -$2.4K -14 -0.4%
SMH
2297
Sanders Morris Harris
Texas
$666K – – –
SCA
2298
Sippican Capital Advisors
Massachusetts
$665K – – –
AA
2299
Alta Advisers
United Kingdom
$664K +$35.6K +207 +6%
WA
2300
Wealth Architects
California
$664K -$44K -256 -6%
90 91
92
93 94