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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
676
Ellsworth Advisors
Ohio
$7.96M +$900K +6,022 +11%
CNBT
677
Canandaigua National Bank & Trust
New York
$7.95M +$8.77M +58,678 New
GIA
678
GHP Investment Advisors
Colorado
$7.94M +$357K +2,389 +4%
ISL
679
Ingalls & Snyder LLC
New York
$7.93M -$54.3K -363 -0.6%
KWM
680
Kingsview Wealth Management
Oregon
$7.93M +$142K +950 +2%
ECM
681
Evergreen Capital Management
Washington
$7.87M -$836K -5,589 -9%
WW
682
Windle Wealth
Oklahoma
$7.84M +$776K +5,193 +10%
PVI
683
Pine Valley Investments
New Jersey
$7.83M +$907K +6,066 +12%
BST
684
Bath Savings Trust
Maine
$7.82M -$278K -1,857 -3%
BHWA
685
Beacon Harbor Wealth Advisors
Virginia
$7.77M +$413K +2,765 +5%
MOS
686
MGO One Seven
Ohio
$7.75M +$328K +2,192 +4%
GT
687
Greenleaf Trust
Michigan
$7.7M -$938K -6,272 -10%
CIC
688
Cutler Investment Counsel
Oregon
$7.69M +$30.1K +201 +0.4%
BIAS
689
Beacon Investment Advisory Services
New Jersey
$7.67M +$1.25M +8,374 +17%
PF
690
Phoenix Financial
Israel
$7.67M -$23.5K -157 -0.3%
CRI
691
Commonwealth Retirement Investments
Virginia
$7.66M -$356K -2,382 -4%
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$7.65M +$8.14M +54,406 +2,576%
BMC
693
Benin Management Corp
Connecticut
$7.63M -$166K -1,109 -2%
NIM
694
Northeast Investment Management
Massachusetts
$7.61M -$167K -1,116 -2%
NSAM
695
North Star Asset Management
Wisconsin
$7.6M -$319K -2,131 -4%
IPAM
696
ICICI Prudential Asset Management
India
$7.6M -$6.88K -46 -0.1%
WPP
697
Whalerock Point Partners
Rhode Island
$7.59M +$276K +1,847 +3%
PFA
698
Perryman Financial Advisory
Texas
$7.57M +$174K +1,166 +2%
MWM
699
Mission Wealth Management
California
$7.57M +$5.91M +39,535 +242%
MWM
700
Meridian Wealth Management
Kentucky
$7.52M -$65.2K -436 -0.8%
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