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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
2351
Opus Capital Group
Ohio
$584K -$112K -682 -15%
HCM
2352
Hollencrest Capital Management
California
$583K -$328 -2 -0.1%
BCA
2353
Bay Capital Advisors
Virginia
$582K +$627K +3,827 New
RFA
2354
Register Financial Advisors
Georgia
$576K -$8.19K -50 -1%
CCM
2355
Compass Capital Management
Minnesota
$576K – – –
CFA
2356
Capstone Financial Advisors
Illinois
$575K -$1.97K -12 -0.3%
SL
2357
Salomon & Ludwin
Virginia
$574K -$107K -651 -15%
LWM
2358
Liberty Wealth Management
California
$573K -$14.9K -91 -2%
CA
2359
CoreCap Advisors
Michigan
$569K +$63.6K +388 +12%
SWMG
2360
Stillwater Wealth Management Group
Florida
$569K +$613K +3,740 New
RSWA
2361
Robinson Smith Wealth Advisors
Maine
$569K -$12.9K -79 -2%
SL
2362
Summitry LLC
California
$568K -$655 -4 -0.1%
IWS
2363
Insight Wealth Strategies
California
$568K +$2.46K +15 +0.4%
CIG
2364
Cairn Investment Group
Washington
$568K -$2.46K -15 -0.4%
AA
2365
Argent Advisors
Louisiana
$566K -$6.23K -38 -1%
MAM
2366
Montchanin Asset Management
Delaware
$566K -$54.9K -335 -8%
OL
2367
OneFund LLC
Florida
$564K +$16.5K +101 +3%
RPA
2368
Rock Point Advisors
Vermont
$563K -$21.3K -130 -3%
CF
2369
Claris Financial
Virginia
$563K +$607K +3,702 New
WH
2370
Willner & Heller
California
$563K +$66.7K +407 +12%
CWM
2371
Cranbrook Wealth Management
Michigan
$562K – – –
LF
2372
LifeSteps Financial
California
$562K -$13.9K -85 -2%
T
2373
TOBAM
France
$559K -$168K -1,026 -22%
RCM
2374
Riverpark Capital Management
New York
$559K – – –
SCM
2375
SOL Capital Management
Maryland
$558K -$122K -742 -17%
93 94
95
96 97