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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
776
Letson Investment Management
Georgia
$8.12M +$1.55K +9 +0%
MCM
777
McKinley Capital Management
Alaska
$8.1M -$969K -5,617 -10%
JRP
778
Jasper Ridge Partners
California
$8.08M – – –
LOAME
779
Lombard Odier Asset Management (Europe)
United Kingdom
$8.07M -$362K -2,099 -4%
BCMO
780
Buckingham Capital Management (Ohio)
Ohio
$8.03M +$125K +725 +2%
SFG
781
SevenBridge Financial Group
Pennsylvania
$7.99M +$80.8K +468 +1%
FTDI
782
First Trust Direct Indexing
Massachusetts
$7.99M +$878K +5,089 +12%
HAIM
783
Hunter Associates Investment Management
Pennsylvania
$7.98M -$68K -394 -0.8%
FA
784
Fiduciary Alliance
South Carolina
$7.97M +$312K +1,806 +4%
ECM
785
Evergreen Capital Management
Washington
$7.96M +$104K +601 +1%
DWA
786
Douglass Winthrop Advisors
New York
$7.96M -$135K -780 -2%
WFG
787
Wills Financial Group
Virginia
$7.94M -$5.35K -31 -0.1%
MRCM
788
M&R Capital Management
New Jersey
$7.94M +$1.38M +7,981 +20%
CC
789
Chicago Capital
Illinois
$7.93M +$309K +1,790 +4%
MSFP
790
Mark Sheptoff Financial Planning
Connecticut
$7.9M -$313K -1,815 -4%
HVIA
791
Hudson Valley Investment Advisors
New York
$7.89M +$74.9K +434 +0.9%
MWM
792
Marietta Wealth Management
Georgia
$7.89M +$1.7M +9,851 +26%
ADEF
793
Adams Diversified Equity Fund
Maryland
$7.88M – – –
SWS
794
SYSTM Wealth Solutions
Illinois
$7.88M -$2.47M -14,330 -23%
IAM
795
Infusive Asset Management
New York
$7.87M -$5.32M -30,835 -39%
DAS
796
Dynamic Advisor Solutions
Arizona
$7.81M -$408K -2,364 -5%
ECM
797
Everence Capital Management
Indiana
$7.76M – – –
WPP
798
Whalerock Point Partners
Rhode Island
$7.76M -$15.7K -91 -0.2%
NCM
799
Narwhal Capital Management
Georgia
$7.74M -$1.57M -9,091 -16%
HCM
800
Hutner Capital Management
Vermont
$7.71M -$140K -811 -2%
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