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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
726
CreativeOne Wealth
Kansas
$7.53M +$71.1K +484 +0.9%
WPP
727
Whalerock Point Partners
Rhode Island
$7.51M +$170K +1,159 +2%
CIG
728
Cullen Investment Group
Louisiana
$7.51M -$3.62M -24,619 -31%
WW
729
Windle Wealth
Oklahoma
$7.51M +$27.5K +187 +0.4%
HAI
730
Hennessy Advisors Inc
California
$7.51M -$323K -2,200 -4%
AIMCA
731
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.48M -$132K -900 -2%
CPCPP
732
Canada Post Corporation Pension Plan
Canada
$7.47M +$925K +6,298 +14%
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.45M +$313K +2,131 +4%
JCM
734
Jacobi Capital Management
Pennsylvania
$7.44M -$1.47M -10,029 -16%
PWM
735
Perigon Wealth Management
California
$7.43M +$315K +2,141 +4%
SW
736
SVB Wealth
Massachusetts
$7.42M -$239K -1,628 -3%
LS
737
Livforsakringsbolaget Skandia
Sweden
$7.41M -$621K -4,225 -8%
PTB
738
Pioneer Trust Bank
Oregon
$7.4M -$289K -1,970 -4%
GIM
739
Goelzer Investment Management
Indiana
$7.4M -$389K -2,650 -5%
TW
740
TritonPoint Wealth
Maryland
$7.38M -$47K -320 -0.6%
EPIMS
741
Evelyn Partners Investment Management Services
$7.36M -$432K -2,939 -5%
OPTFSNA
742
Old Point Trust & Financial Services N A
Virginia
$7.36M -$147K -999 -2%
FMC
743
First Merchants Corp
Indiana
$7.36M -$139K -947 -2%
SMI
744
Shelter Mutual Insurance
Missouri
$7.32M – – –
WFG
745
Wills Financial Group
Virginia
$7.31M -$142K -967 -2%
OHIS
746
Oak Harvest Investment Services
Texas
$7.3M +$104K +708 +1%
SAM
747
Smithbridge Asset Management
Pennsylvania
$7.24M +$3.58M +24,398 +94%
SSWM
748
Sheets Smith Wealth Management
North Carolina
$7.23M -$286K -1,949 -4%
ZBNA
749
Zions Bancorporation, National Association
Utah
$7.23M -$408K -2,778 -5%
KA
750
Kintegral Advisory
New York
$7.23M -$200K -1,364 -3%
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