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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
2451
Prosperity Consulting Group
Maryland
$525K -$12.9K -69 -2%
AFIA
2452
America First Investment Advisors
Nebraska
$522K – – –
CIP
2453
Convergence Investment Partners
Florida
$521K -$23.1K -124 -4%
OLVIG
2454
Oliver Lagore Vanvalin Investment Group
Michigan
$521K +$63.3K +339 +14%
QFA
2455
Quantum Financial Advisors
California
$517K – – –
SFI
2456
SPC Financial Inc
Maryland
$517K -$18.7K -100 -3%
RB
2457
Renasant Bank
Mississippi
$516K -$49.8K -267 -9%
VC
2458
Vicus Capital
Pennsylvania
$514K -$6.16K -33 -1%
LCGC
2459
Legacy Capital Group California
California
$512K +$65.7K +352 +15%
BFAG
2460
Blackston Financial Advisory Group
Florida
$512K – – –
KCFA
2461
Key Client Fiduciary Advisors
New Jersey
$511K +$5.04K +27 +1%
FPWM
2462
FSB Premier Wealth Management
Iowa
$510K -$45K -241 -8%
OFS
2463
Oldfather Financial Services
Nebraska
$510K +$24.1K +129 +5%
SC
2464
Steph & Co
Wisconsin
$510K – – –
FCM
2465
Fourpath Capital Management
Oklahoma
$509K – – –
AIA
2466
Angeles Investment Advisors
California
$508K +$119K +638 +30%
MA
2467
Mezzasalma Advisors
New Jersey
$508K +$22.8K +122 +5%
CCA
2468
Clearwater Capital Advisors
Illinois
$508K -$1.31K -7 -0.3%
SFA
2469
Source Financial Advisors
New York
$507K +$33.4K +179 +7%
TCOK
2470
Trust Company of Kansas
Kansas
$507K – – –
CC
2471
Corton Capital
Ontario, Canada
$507K +$34.9K +187 +7%
WCWM
2472
Willow Creek Wealth Management
California
$506K +$98.3K +527 +24%
CF
2473
Clarity Financial
Texas
$506K +$510K +2,731 New
FA
2474
Faithward Advisors
Pennsylvania
$506K -$71.8K -385 -12%
BBA
2475
Braun-Bostich & Associates
Pennsylvania
$505K +$80.6K +432 +19%
97 98
99
100 101