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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2401
Sanders Morris Harris
Texas
$593K -$68.8K -415 -11%
BWM
2402
Birchcreek Wealth Management
Ohio
$593K -$7.46K -45 -1%
SFA
2403
Seneca Financial Advisors
New York
$592K +$166 +1 +0%
WDG
2404
Wealth Dimensions Group
Ohio
$592K -$2.98K -18 -0.5%
BBNA
2405
Bremer Bank National Association
Minnesota
$592K -$23.7K -143 -4%
GCM
2406
Greenland Capital Management
New York
$590K +$361K +2,175 +167%
AW
2407
Apricus Wealth
South Carolina
$590K +$189K +1,142 +49%
SFG
2408
SNS Financial Group
Minnesota
$589K +$1.33K +8 +0.2%
LWL
2409
Leo Wealth LLC
Texas
$588K +$583K +3,517 New
SIC
2410
Samalin Investment Counsel
New York
$588K +$7.3K +44 +1%
APW
2411
Austin Private Wealth
Texas
$588K +$18.7K +113 +3%
WFAG
2412
Worth Financial Advisory Group
North Carolina
$585K +$12.9K +78 +2%
PCM
2413
Perritt Capital Management
Illinois
$584K -$56.9K -343 -9%
VC
2414
Veracity Capital
Georgia
$584K -$2.82K -17 -0.5%
DLCIG
2415
D.L. Carlson Investment Group
New Hampshire
$582K -$123K -741 -18%
CFGA
2416
Cambridge Financial Group (Arizona)
Arizona
$581K +$567K +3,419 New
BMM
2417
Buffington Mohr McNeal
Idaho
$580K -$7.79K -47 -1%
FNBOMD
2418
First National Bank of Mount Dora
Florida
$580K – – –
MGWM
2419
Marks Group Wealth Management
Minnesota
$578K +$35.2K +212 +7%
MFG
2420
Menard Financial Group
Texas
$578K – – –
KS
2421
Karpas Strategies
Connecticut
$577K -$58.5K -353 -9%
HCM
2422
Highview Capital Management
Illinois
$576K -$148K -894 -21%
LWM
2423
Liberty Wealth Management
California
$576K +$11.8K +71 +2%
RIM
2424
Rakuten Investment Management
Japan
$576K +$564K +3,400 New
LA
2425
Latitude Advisors
Florida
$576K -$30.2K -182 -5%
95 96
97
98 99