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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2401
Huntleigh Advisors
Missouri
$467K -$17.6K -123 -4%
OAS
2402
Optivise Advisory Services
Tennessee
$466K -$5.14K -36 -1%
HPBT
2403
Hickory Point Bank & Trust
Illinois
$466K – – –
CF
2404
Claris Financial
Virginia
$465K +$7K +49 +2%
CFA
2405
Capstone Financial Advisors
Illinois
$464K +$10.7K +75 +2%
UWS
2406
Unique Wealth Strategies
Illinois
$464K +$38.7K +271 +9%
ACGA
2407
Atlanta Consulting Group Advisors
Georgia
$464K +$286 +2 +0.1%
AFG
2408
ABLE Financial Group
Arizona
$461K -$581K -4,071 -55%
CWS
2409
Cypress Wealth Services
California
$461K +$134K +940 +40%
FCA
2410
FLC Capital Advisors
California
$460K -$99.4K -696 -18%
CWA
2411
CM Wealth Advisors
Ohio
$460K – – –
AF
2412
Apexium Financial
Texas
$460K -$34.4K -241 -7%
OPW
2413
Oxler Private Wealth
New York
$460K -$1.5M -10,525 -76%
SIC
2414
Sigma Investment Counselors
Michigan
$459K -$26.4K -185 -5%
APC
2415
Aspire Private Capital
North Carolina
$458K +$5K +35 +1%
CPC
2416
Consolidated Planning Corp
Georgia
$457K +$52.5K +368 +13%
STA
2417
Smith Thornton Advisors
Alabama
$455K -$24K -168 -5%
UCB
2418
United Community Bank
South Carolina
$454K +$249K +1,745 +117%
CWA
2419
Crux Wealth Advisors
California
$454K +$33K +231 +8%
LSIA
2420
LaSalle St. Investment Advisors
Illinois
$454K +$6.57K +46 +1%
SHGA
2421
Sand Hill Global Advisors
California
$453K -$28.8K -202 -6%
CSB
2422
City State Bank
Iowa
$452K -$21K -147 -4%
HWMC
2423
Heritage Wealth Management (California)
California
$451K +$1.28K +9 +0.3%
RPWA
2424
Regent Peak Wealth Advisors
Georgia
$450K +$458K +3,207 New
NWMG
2425
National Wealth Management Group
Ohio
$450K +$458K +3,205 New
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97
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