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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
751
KCM Investment Advisors
California
$6.88M +$134K +975 +2%
SWM
752
Spire Wealth Management
Virginia
$6.86M +$7.37M +53,743 New
TF
753
Tompkins Financial
New York
$6.85M +$139K +1,012 +2%
SCA
754
Snowden Capital Advisors
New York
$6.83M +$766K +5,580 +13%
ASN
755
Advisory Services Network
Georgia
$6.81M +$222K +1,621 +3%
GIM
756
Grassi Investment Management
California
$6.79M – – –
AC
757
Addenda Capital
Quebec, Canada
$6.78M – – –
WFG
758
Wills Financial Group
Virginia
$6.77M +$118K +858 +2%
AAS
759
Avantax Advisory Services
Texas
$6.77M +$200K +1,454 +3%
VMPIC
760
Varma Mutual Pension Insurance Co
Finland
$6.76M -$4.8M -35,000 -42%
TCOT
761
Trust Company of Toledo
Ohio
$6.75M -$146K -1,064 -2%
BAM
762
Bell Asset Management
Australia
$6.7M -$422K -3,075 -6%
BDS
763
Banco de Sabadell
Florida
$6.7M -$337K -2,456 -5%
PBT
764
Pictet Bank & Trust
Bahamas
$6.69M +$439K +3,200 +7%
IRF
765
IBM Retirement Fund
New York
$6.68M -$598K -4,357 -8%
RIG
766
Renaissance Investment Group
Massachusetts
$6.65M +$175K +1,272 +3%
CCM
767
Cinctive Capital Management
New York
$6.63M +$6.43M +46,885 New
LWAC
768
Laurel Wealth Advisors (California)
California
$6.6M +$247K +1,799 +4%
FC
769
Fulcrum Capital
Washington
$6.6M -$48.9K -356 -0.8%
CAC
770
Core Alternative Capital
Georgia
$6.59M +$534K +3,889 +9%
FWM
771
Frontier Wealth Management
Missouri
$6.58M +$533K +3,881 +9%
LBA
772
Lowell Blake & Associates
Massachusetts
$6.58M +$2.12M +15,446 +50%
PTC
773
Private Trust Company
Ohio
$6.56M -$224K -1,634 -3%
WF
774
WoodTrust Financial
Wisconsin
$6.56M +$262K +1,913 +4%
LRPA
775
L. Roy Papp & Associates
Arizona
$6.56M -$1.06M -7,714 -14%
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