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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2351
Redhawk Wealth Advisors
Minnesota
$624K -$16.3K -95 -3%
OFG
2352
Oxford Financial Group
Indiana
$623K -$167K -970 -21%
RP
2353
Rice Partnership
Hawaii
$623K +$5.5K +32 +0.9%
TF
2354
Tudor Financial
Ohio
$619K +$626K +3,641 New
HCM
2355
Hutchinson Capital Management
California
$619K -$11.2K -65 -2%
SCP
2356
Sivia Capital Partners
California
$619K +$29.4K +171 +5%
CF
2357
Clarity Financial
Texas
$618K +$52.7K +307 +9%
HCP
2358
Hardin Capital Partners
South Carolina
$617K -$9.96K -58 -2%
PCP
2359
Proficio Capital Partners
Massachusetts
$616K -$377K -2,195 -38%
NQWM
2360
Northwest Quadrant Wealth Management
Oregon
$616K +$3.61K +21 +0.6%
BLAM
2361
Bourne Lent Asset Management
New York
$615K -$1.72K -10 -0.3%
OL
2362
OneFund LLC
Florida
$614K +$1.89K +11 +0.3%
CISOA
2363
Capital Investment Services of America
Wisconsin
$614K -$34.4K -200 -5%
BW
2364
BIP Wealth
Georgia
$612K +$11.5K +67 +2%
IP
2365
Ignite Planners
California
$612K -$14.1K -82 -2%
MIM
2366
Merrion Investment Management
New Jersey
$611K – – –
CP
2367
Creekside Partners
California
$607K +$1.37K +8 +0.2%
WC
2368
Wynn Capital
Georgia
$607K -$4.29K -25 -0.7%
AG
2369
AIA Group
Hong Kong
$606K +$47.1K +274 +8%
HWMG
2370
Hurlow Wealth Management Group
Indiana
$606K -$2.06K -12 -0.3%
AWM
2371
AllSquare Wealth Management
New York
$606K – – –
TPCM
2372
Templeton & Phillips Capital Management
Tennessee
$605K +$3.26K +19 +0.5%
TAM
2373
Titleist Asset Management
Texas
$604K +$51.2K +298 +9%
IPAM
2374
Investment Partners Asset Management
New Jersey
$603K +$115K +672 +23%
RB
2375
Renasant Bank
Mississippi
$603K +$24.6K +143 +4%
93 94
95
96 97