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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
751
LMG Wealth Partners
Louisiana
$6.75M +$335K +2,490 +5%
LG
752
LaFleur & Godfrey
Michigan
$6.75M -$93.5K -694 -1%
FPTW
753
Franklin, Parlapiano, Turner & Welch
Texas
$6.74M +$499K +3,707 +8%
SMI
754
Shelter Mutual Insurance
Missouri
$6.74M – – –
WPP
755
Whalerock Point Partners
Rhode Island
$6.74M +$7.41K +55 +0.1%
EI
756
Ethic Inc
New York
$6.72M -$3.78M -28,035 -35%
CAM
757
Cypress Asset Management
Texas
$6.72M -$128K -950 -2%
CC
758
Courier Capital
New York
$6.68M -$20.5K -152 -0.3%
SW
759
SVB Wealth
Massachusetts
$6.66M +$6.8M +50,461 New
RWA
760
River Wealth Advisors
Pennsylvania
$6.66M +$129K +955 +2%
SIG
761
Stonegate Investment Group
Alabama
$6.65M +$3.13M +23,253 +86%
AMBIA
762
Allen Mooney & Barnes Investment Advisors
Georgia
$6.62M +$250K +1,853 +4%
PVI
763
Pine Valley Investments
New Jersey
$6.62M +$644K +4,782 +11%
MASUI
764
MIRAE ASSET SECURITIES (USA) INC.
New York
$6.62M +$6.75M +50,130 New
PNC
765
Park National Corp
Ohio
$6.62M -$583K -4,330 -8%
MCG
766
McCollum Christoferson Group
New York
$6.6M -$414K -3,072 -6%
ZBNA
767
Zions Bancorporation, National Association
Utah
$6.58M +$470K +3,487 +8%
VAS
768
Valicenti Advisory Services
New York
$6.57M -$63.4K -471 -0.9%
KOCAA
769
Knights of Columbus Asset Advisors
Connecticut
$6.57M -$1.99M -14,795 -23%
FC
770
Fulcrum Capital
Washington
$6.57M -$109K -807 -2%
MGIA
771
Moneta Group Investment Advisors
Missouri
$6.55M +$137K +1,018 +2%
LOIM
772
Liberty One Investment Management
Illinois
$6.55M +$606K +4,500 +10%
PIM
773
Penobscot Investment Management
Massachusetts
$6.53M -$299K -2,221 -4%
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.51M -$8.29M -61,577 -56%
FNBT
775
FineMark National Bank & Trust
Florida
$6.48M -$268K -1,987 -4%
29 30
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