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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
2276
Evelyn Partners Investment Management (Europe)
$652K +$702K +4,287 New
PCM
2277
Pointe Capital Management
Michigan
$651K +$5.08K +31 +0.7%
ME
2278
McIlrath & Eck
Washington
$650K -$1.97K -12 -0.3%
SFA
2279
Souders Financial Advisors
Ohio
$650K +$128K +784 +22%
TFF
2280
The Family Firm
Maryland
$650K -$164 -1 -0%
MS
2281
Madden Securities
Texas
$649K -$122K -742 -15%
TF
2282
Trek Financial
Arizona
$648K -$536K -3,269 -43%
CSWM
2283
Cassady Schiller Wealth Management
Ohio
$648K +$10.7K +65 +2%
MSWM
2284
McGlone Suttner Wealth Management
Wisconsin
$648K -$490K -2,993 -41%
RYIA
2285
Roehl & Yi Investment Advisors
Oregon
$647K +$697K +4,252 New
CFG
2286
Carr Financial Group
Massachusetts
$646K – – –
AIS
2287
American Investment Services
Massachusetts
$644K – – –
RIG
2288
RiverFront Investment Group
Virginia
$644K +$33.9K +207 +5%
FFP
2289
Freedom Financial Partners
Minnesota
$643K +$693K +4,228 New
AG
2290
AmeriFlex Group
Nevada
$643K +$699K +4,266 New
C
2291
Certuity
Florida
$642K +$175K +1,070 +34%
AWM
2292
Aprio Wealth Management
Georgia
$641K +$38.2K +233 +6%
ILI
2293
Invesco LLC (Illinois)
Illinois
$639K -$272K -1,659 -28%
ERIM
2294
Eagle Ridge Investment Management
Connecticut
$639K – – –
WA
2295
Waddell & Associates
Tennessee
$638K -$2.62K -16 -0.4%
EMB
2296
Elefante Mark B
$638K +$687K +4,195 New
NC
2297
Napatree Capital
Rhode Island
$636K +$106K +648 +18%
T
2298
Transce3nd
Texas
$633K +$682K +4,162 New
PAM
2299
PCG Asset Management
New Jersey
$633K +$682K +4,161 New
ONST
2300
Old North State Trust
North Carolina
$632K -$49.8K -304 -7%
90 91
92
93 94