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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2401
Orion Capital Management
California
$461K -$16.3K -100 -4%
GCL
2402
Gouws Capital LLC
North Carolina
$461K +$434K +2,655 New
TF
2403
Theory Financial
Colorado
$461K +$434K +2,655 New
KP
2404
Keel Point
Alabama
$459K +$33.5K +205 +8%
LK
2405
Lumbard & Kellner
New Hampshire
$458K – – –
CWM
2406
Centric Wealth Management
Illinois
$457K +$43K +263 +11%
AC
2407
Annandale Capital
Texas
$457K +$430K +2,631 New
TFGT
2408
TS Financial Group (TSFG)
Illinois
$456K – – –
DA
2409
DSC Advisors
Illinois
$455K -$65K -398 -13%
IFG
2410
Investors Financial Group
Minnesota
$455K -$2.94K -18 -0.7%
TFA
2411
Trinity Financial Advisors
Ohio
$455K – – –
BSSFA
2412
Baron Silver Stevens Financial Advisors
Florida
$454K +$13.1K +80 +3%
MAM
2413
MMA Asset Management
Pennsylvania
$452K – – –
XT
2414
XTX Topco
Cayman Islands
$450K -$465K -2,847 -52%
BB
2415
Bell Bank
North Dakota
$450K – – –
FA
2416
Fagan Associates
New York
$450K +$163 +1 +0%
HC
2417
Hamilton Capital
Ohio
$450K +$22.1K +135 +5%
NF
2418
Norwood Financial
Pennsylvania
$450K +$424K +2,594 New
QCM
2419
Quest Capital Management
Texas
$448K -$817 -5 -0.2%
SPP
2420
Single Point Partners
Massachusetts
$447K +$420K +2,574 New
MA
2421
MONECO Advisors
Connecticut
$446K -$2.78K -17 -0.7%
UBG
2422
United Bank (Georgia)
Georgia
$446K -$1.96K -12 -0.5%
ACI
2423
Alpha Cubed Investments
California
$445K +$50.1K +307 +14%
TF
2424
Trek Financial
Arizona
$445K +$128K +784 +44%
SFP
2425
Sweet Financial Partners
Minnesota
$445K +$418K +2,562 New
95 96
97
98 99