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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
751
Holloway Wealth Management
Florida
$8.29M – – –
TAM
752
Taurus Asset Management
New York
$8.28M -$12.6K -75 -0.2%
SW
753
SteelPeak Wealth
California
$8.27M -$535K -3,184 -6%
HVIA
754
Hudson Valley Investment Advisors
New York
$8.25M -$103K -615 -1%
ISB
755
Iowa State Bank
Iowa
$8.2M -$87.1K -519 -1%
EWM
756
Executive Wealth Management
Michigan
$8.19M +$80.1K +477 +1%
VF
757
Vest Financial
Virginia
$8.16M +$1.05M +6,244 +15%
CAM
758
Cresset Asset Management
Illinois
$8.16M -$2.3M -13,706 -22%
TCOT
759
Trust Company of Toledo
Ohio
$8.16M +$9.23K +55 +0.1%
FWM
760
Frontier Wealth Management
Missouri
$8.15M -$45.2K -269 -0.6%
LRPA
761
L. Roy Papp & Associates
Arizona
$8.13M +$9.57K +57 +0.1%
DGAM
762
Desjardins Global Asset Management
Quebec, Canada
$8.13M +$1.26M +7,514 +18%
LWAC
763
Laurel Wealth Advisors (California)
California
$8.12M -$681K -4,056 -8%
PBT
764
Pictet Bank & Trust
Bahamas
$8.07M -$132K -789 -2%
CM
765
Churchill Management
California
$8.05M -$46.3K -276 -0.6%
PAM
766
Private Asset Management
California
$8.04M -$283K -1,683 -3%
GIM
767
Grassi Investment Management
California
$8.03M – – –
ONB
768
Old National Bancorp
Indiana
$8.03M +$233K +1,386 +3%
GIA
769
GHP Investment Advisors
Colorado
$7.95M +$619K +3,687 +8%
WFG
770
Wills Financial Group
Virginia
$7.95M -$38.6K -230 -0.5%
MSS
771
Mitchell Sinkler & Starr
Pennsylvania
$7.93M -$24.2K -144 -0.3%
MCM
772
Murphy Capital Management
New Jersey
$7.9M -$380K -2,263 -5%
IIC
773
Ironwood Investment Counsel
Arizona
$7.89M -$261K -1,556 -3%
WIC
774
Woodmont Investment Counsel
Tennessee
$7.87M +$1.39M +8,307 +21%
SA
775
Strategic Advisors
New York
$7.82M -$2.69K -16 -0%
29 30
31
32 33