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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Waverly Advisors
Alabama
$12.9M +$1.1M +6,700 +9%
SC
552
Savant Capital
Illinois
$12.9M -$578K -3,528 -4%
PAI
553
Pittenger & Anderson Inc
Nebraska
$12.9M -$1.08M -6,596 -7%
HIMCH
554
Hartford Investment Management Co (HIMCO)
Connecticut
$12.9M -$247K -1,508 -2%
GP
555
Guardian Partners
Canada
$12.9M +$14.4M +87,833 New
FDP
556
Financiere des Professionnels
Quebec, Canada
$12.9M -$241K -1,468 -2%
KWM
557
Kingsview Wealth Management
Oregon
$12.9M -$62.4K -381 -0.4%
TTWM
558
TCV Trust & Wealth Management
Virginia
$12.8M -$21K -128 -0.2%
CRC
559
Curi RMB Capital
Illinois
$12.8M -$6.47M -39,463 -32%
NB
560
NBT Bank
New York
$12.7M -$477K -2,910 -3%
DWP
561
Daymark Wealth Partners
Ohio
$12.7M -$331K -2,022 -2%
MA
562
Montag & Associates
Georgia
$12.7M -$394K -2,407 -3%
WDA
563
Wendell David Associates
New Hampshire
$12.6M -$976K -5,956 -7%
VIP
564
Vantage Investment Partners
Missouri
$12.5M +$1.74M +10,596 +15%
AF
565
Ally Financial
Michigan
$12.5M +$8.52M +52,000 +173%
AIP
566
Ameritas Investment Partners
Nebraska
$12.5M -$44.4K -271 -0.3%
AUB
567
Atlantic Union Bankshares
Virginia
$12.5M -$846K -5,161 -6%
YIA
568
YHB Investment Advisors
Connecticut
$12.4M +$103K +626 +0.8%
DWM
569
Dakota Wealth Management
Florida
$12.4M -$980K -5,979 -7%
FPAS
570
Focus Partners Advisor Solutions
Missouri
$12.4M +$8.07M +49,243 +152%
LGF
571
LGT Group Foundation
Liechtenstein
$12.4M -$5.5M -33,569 -29%
LMIM
572
Lockheed Martin Investment Management
Maryland
$12.3M +$4M +24,410 +43%
ECM
573
Eisler Capital Management
United Kingdom
$12.2M +$13.4M +81,502 New
HFM
574
Harvest Fund Management
China
$12.2M +$2.86M +17,474 +28%
CGH
575
Crossmark Global Holdings
Texas
$12.1M -$27.2K -166 -0.2%
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