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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
701
WoodTrust Financial
Wisconsin
$9.88M +$58.2K +351 +0.6%
VWM
702
Venturi Wealth Management
Texas
$9.87M -$351K -2,118 -4%
HCM
703
Hilton Capital Management
New York
$9.87M -$3.32K -20 -0%
TW
704
TritonPoint Wealth
Maryland
$9.86M +$9.56M +57,623 New
PJSIMP
705
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.79M -$97.5K -588 -1%
MKC
706
M. Kraus & Co
Vermont
$9.75M +$59.5K +359 +0.6%
EH
707
Equitable Holdings
New York
$9.73M +$1.62M +9,748 +21%
CTI
708
Community Trust & Investment
Kentucky
$9.73M +$39.5K +238 +0.4%
TI
709
Tidal Investments
Wisconsin
$9.67M +$872K +5,256 +10%
WP
710
WealthPLAN Partners
Nebraska
$9.65M -$81.8K -493 -0.9%
GA
711
GFS Advisors
Texas
$9.59M +$109K +655 +1%
MCG
712
McCollum Christoferson Group
New York
$9.59M -$98.2K -592 -1%
PP
713
Patten & Patten
Tennessee
$9.58M +$87.1K +525 +0.9%
MGIA
714
Matthew Goff Investment Advisor
Texas
$9.55M -$16.9K -102 -0.2%
DT
715
Diversified Trust
Tennessee
$9.54M -$213K -1,285 -2%
CSPIA
716
Cary Street Partners Investment Advisory
Virginia
$9.51M -$12.8K -77 -0.1%
LG
717
LaFleur & Godfrey
Michigan
$9.51M +$358K +2,157 +4%
TFA
718
Toth Financial Advisory
Virginia
$9.51M +$437K +2,634 +5%
MLICM
719
Metropolitan Life Insurance Company (MetLife)
New York
$9.5M -$165K -993 -2%
EWM
720
Executive Wealth Management
Michigan
$9.46M -$77.8K -469 -0.8%
OPCM
721
Osborne Partners Capital Management
California
$9.45M +$245K +1,480 +3%
VFA
722
Valeo Financial Advisors
Indiana
$9.42M +$17.1K +103 +0.1%
MWM
723
Meridian Wealth Management
Kentucky
$9.39M -$4.4M -26,506 -32%
ST
724
Smithfield Trust
Pennsylvania
$9.38M -$325K -1,962 -3%
AP
725
Americana Partners
Texas
$9.36M +$520K +3,134 +6%
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