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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2451
Steph & Co
Wisconsin
$497K – – –
FCM
2452
Fourpath Capital Management
Oklahoma
$497K -$7.13K -40 -1%
PA
2453
Probity Advisors
Texas
$496K -$31.4K -176 -6%
CCA
2454
Clearwater Capital Advisors
Illinois
$496K – – –
TCB
2455
Texas Capital Bancshares
Texas
$494K +$5.53K +31 +1%
GCM
2456
Gladius Capital Management
Illinois
$492K -$1.64M -9,194 -77%
AC
2457
AlphaCore Capital
California
$491K +$98.1K +550 +25%
WF
2458
Wayfinding Financial
Washington
$491K -$71.2K -399 -12%
HIG
2459
Heritage Investment Group
Florida
$491K -$28.7K -161 -6%
FA
2460
Financial Advisors
Massachusetts
$491K – – –
CWM
2461
CCG Wealth Management
California
$490K +$15.5K +87 +3%
RCM
2462
Rain Capital Management
Oregon
$489K +$483K +2,708 New
EI
2463
Ellevest Inc
New York
$489K +$210K +1,177 +77%
MAG
2464
MRA Advisory Group
New Jersey
$489K -$22.1K -124 -4%
SBF
2465
Sara-Bay Financial
Florida
$489K – – –
ZAM
2466
Zevin Asset Management
Massachusetts
$489K – – –
KFA
2467
Krane Funds Advisors
New York
$488K -$343K -1,924 -42%
TF
2468
Theory Financial
Colorado
$487K +$481K +2,696 New
FCA
2469
Fortis Capital Advisors
Kansas
$486K +$480K +2,689 New
KCFA
2470
Key Client Fiduciary Advisors
New Jersey
$485K +$164K +920 +52%
QPWM
2471
Quadrant Private Wealth Management
Pennsylvania
$485K +$476K +2,667 New
DBRC
2472
D.B. Root & Company
Pennsylvania
$485K +$535 +3 +0.1%
PWM
2473
Paulson Wealth Management
Illinois
$483K -$1.78K -10 -0.4%
LD
2474
Lipe & Dalton
New York
$482K – – –
VAM
2475
Verity Asset Management
North Carolina
$481K +$85.1K +477 +22%
97 98
99
100 101