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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2451
Trilogy Capital
California
$506K +$59.8K +342 +14%
HCP
2452
Hexagon Capital Partners
Arkansas
$505K -$86K -492 -15%
BFAG
2453
Blackston Financial Advisory Group
Florida
$504K – – –
WCM
2454
Wedge Capital Management
North Carolina
$504K +$35.8K +205 +8%
JWBC
2455
John W. Bristol & Co
New York
$502K – – –
SC
2456
Steph & Co
Wisconsin
$502K – – –
FCM
2457
Fourpath Capital Management
Oklahoma
$501K – – –
CCA
2458
Clearwater Capital Advisors
Illinois
$501K – – –
BI
2459
Ballast Inc
Kentucky
$500K +$56.5K +323 +13%
EI
2460
Ellevest Inc
New York
$499K +$5.42K +31 +1%
TCOK
2461
Trust Company of Kansas
Kansas
$499K -$12.1K -69 -2%
KCFA
2462
Key Client Fiduciary Advisors
New Jersey
$498K +$7.87K +45 +2%
FA
2463
Financial Advisors
Massachusetts
$495K – – –
CFA
2464
Capstone Financial Advisors
Illinois
$493K -$44.6K -255 -9%
HIG
2465
Heritage Investment Group
Florida
$493K -$2.62K -15 -0.6%
ZAM
2466
Zevin Asset Management
Massachusetts
$493K – – –
TF
2467
Theory Financial
Colorado
$491K – – –
NF
2468
Norwood Financial
Pennsylvania
$490K +$7.87K +45 +2%
DBRC
2469
D.B. Root & Company
Pennsylvania
$490K +$699 +4 +0.1%
TIAM2
2470
Tru Independence Asset Management 2
Oregon
$489K +$469K +2,681 New
PWM
2471
Paulson Wealth Management
Illinois
$488K – – –
HP
2472
HT Partners
Connecticut
$488K +$104K +597 +29%
LA
2473
Latitude Advisors
Florida
$487K -$46.3K -265 -9%
TCB
2474
Texas Capital Bancshares
Texas
$486K -$12.4K -71 -3%
LD
2475
Lipe & Dalton
New York
$486K – – –
97 98
99
100 101