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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2451
Steele Capital Management
Iowa
$585K +$11.1K +66 +2%
RTC
2452
Riverview Trust Company
Washington
$585K – – –
BMM
2453
Buffington Mohr McNeal
Idaho
$582K -$14.6K -87 -3%
TC
2454
Trilogy Capital
California
$580K +$162K +962 +41%
PWM
2455
Paulson Wealth Management
Illinois
$580K +$5.56K +33 +1%
UF
2456
Univest Financial
Pennsylvania
$578K -$37K -220 -6%
TAM
2457
Tucker Asset Management
Colorado
$578K -$157K -932 -22%
WH
2458
Willner & Heller
California
$577K +$8.75K +52 +2%
SL
2459
Summitry LLC
California
$576K -$175K -1,037 -24%
SC
2460
Stephens Consulting
Michigan
$576K -$50.8K -302 -8%
LWM
2461
Liberty Wealth Management
California
$574K -$19.2K -114 -3%
HFRG
2462
Houlihan Financial Resource Group
Virginia
$574K -$1.68K -10 -0.3%
CCFM
2463
Clear Creek Financial Management
Washington
$573K +$17.3K +103 +3%
GGA
2464
Granite Group Advisors
Connecticut
$573K +$102K +608 +23%
SFSG
2465
Sound Financial Strategies Group
Mississippi
$571K -$5.72K -34 -1%
RWP
2466
Ridgecrest Wealth Partners
California
$566K -$83.3K -495 -13%
GCM
2467
G2 Capital Management
Ohio
$565K – – –
VC
2468
Veracity Capital
Georgia
$565K -$35.2K -209 -6%
KA
2469
Klingman & Associates
New York
$565K -$5.05K -30 -0.9%
LSIA
2470
LaSalle St. Investment Advisors
Illinois
$563K +$25.8K +153 +5%
CF
2471
Clarity Financial
Texas
$562K +$132K +783 +32%
IWP
2472
Innova Wealth Partners
Pennsylvania
$561K +$42.1K +250 +8%
FCT
2473
First Community Trust
Iowa
$561K -$6.4K -38 -1%
CWC
2474
Carolinas Wealth Consulting
North Carolina
$561K -$2.75M -16,358 -84%
BCM
2475
Birmingham Capital Management
Alabama
$560K – – –
97 98
99
100 101