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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2351
Tradition Wealth Management
Minnesota
$344K +$146 +1 +0%
ACI
2352
Alpha Cubed Investments
California
$343K -$17.9K -123 -5%
HGWM
2353
Horst & Graben Wealth Management
Oregon
$342K -$584K -4,009 -63%
AWM
2354
Atticus Wealth Management
Florida
$342K -$291 -2 -0.1%
HC
2355
Hoese & Co
Minnesota
$342K +$43.7K +300 +15%
TCB
2356
Texas Capital Bancshares
Texas
$339K -$437 -3 -0.1%
HA
2357
HYA Advisors
Missouri
$339K – – –
JF
2358
Jump Financial
Illinois
$338K -$902K -6,194 -73%
PO
2359
Private Ocean
California
$338K -$47.8K -328 -13%
AFS
2360
Axiom Financial Strategies
Indiana
$338K -$5.54K -38 -2%
LF
2361
LifeSteps Financial
California
$338K +$7.29K +50 +2%
FIA
2362
Foundations Investment Advisors
Arizona
$336K -$58.9K -404 -15%
JWM
2363
JFG Wealth Management
Colorado
$336K +$331K +2,271 New
MWM
2364
Mascoma Wealth Management
New Hampshire
$335K – – –
TAM
2365
Townsend Asset Management
North Carolina
$334K – – –
HP
2366
HT Partners
Connecticut
$333K – – –
MFP
2367
Meridian Financial Partners
Virginia
$333K – – –
EWF
2368
Epstein & White Financial
California
$332K +$81.3K +558 +33%
CA
2369
Calton & Associates
Florida
$331K -$47.8K -328 -13%
KOMWMG
2370
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$331K +$61.6K +423 +23%
TCM
2371
TD Capital Management
Tennessee
$330K +$146 +1 +0%
CGA
2372
Crescent Grove Advisors
Illinois
$329K +$91.6K +629 +40%
CCIA
2373
Cherry Creek Investment Advisors
Colorado
$329K +$324K +2,223 New
TIA
2374
Tiemann Investment Advisors
California
$328K – – –
CWM
2375
Curi Wealth Management
North Carolina
$328K +$31.6K +217 +11%
93 94
95
96 97