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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
726
Windle Wealth
Oklahoma
$7.32M +$73.4K +514 +1%
DWM
727
Dakota Wealth Management
Florida
$7.32M -$654K -4,582 -8%
CW
728
CreativeOne Wealth
Kansas
$7.3M +$578K +4,045 +8%
WFG
729
Wills Financial Group
Virginia
$7.29M -$62.1K -435 -0.8%
EI
730
Ethic Inc
New York
$7.27M +$69K +483 +0.9%
RWA
731
River Wealth Advisors
Pennsylvania
$7.27M +$190K +1,331 +3%
OIA
732
OneDigital Investment Advisors
Kansas
$7.21M -$238K -1,669 -3%
FPTW
733
Franklin, Parlapiano, Turner & Welch
Texas
$7.21M +$34.6K +242 +0.5%
TW
734
TritonPoint Wealth
Maryland
$7.2M -$125K -873 -2%
KA
735
Kintegral Advisory
New York
$7.19M -$32.7K -229 -0.4%
WPP
736
Whalerock Point Partners
Rhode Island
$7.19M +$25.4K +178 +0.3%
TCOT
737
Trust Company of Toledo
Ohio
$7.18M -$145K -1,016 -2%
AMBIA
738
Allen Mooney & Barnes Investment Advisors
Georgia
$7.17M +$134K +935 +2%
PP
739
Patten & Patten
Tennessee
$7.17M -$387K -2,707 -5%
BPWM
740
Badgley Phelps Wealth Managers
Washington
$7.17M -$9.9M -69,314 -58%
JWCA
741
J.W. Cole Advisors
Florida
$7.17M -$65.4K -458 -0.9%
PA
742
Parallel Advisors
California
$7.17M +$2.22M +15,517 +44%
SMI
743
Shelter Mutual Insurance
Missouri
$7.17M – – –
FTA
744
Financial & Tax Architects
Missouri
$7.13M +$415K +2,908 +6%
MMA
745
Miracle Mile Advisors
California
$7.08M +$1.15M +8,088 +19%
AC
746
Allstate Corporation
Illinois
$7.07M +$6.94M +48,611 +2,848%
OHIS
747
Oak Harvest Investment Services
Texas
$7.05M +$3.51M +24,585 +96%
FNT
748
First National Trust
Pennsylvania
$7.05M -$651K -4,560 -8%
FWCM
749
Ferguson Wellman Capital Management
Oregon
$7.03M +$423K +2,962 +6%
VAS
750
Valicenti Advisory Services
New York
$7.01M +$24.7K +173 +0.3%
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