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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$6.09M +$672K +4,492 +11%
VFA
802
Valeo Financial Advisors
Indiana
$6.09M -$25.6K -171 -0.4%
LNWTC
803
Laird Norton Wetherby Trust Company
Washington
$6.07M -$1.23M -8,221 -15%
LG
804
LaFleur & Godfrey
Michigan
$6.07M -$90.2K -603 -1%
PMG
805
ProVise Management Group
Florida
$6.06M +$268K +1,792 +4%
SW
806
SVB Wealth
Massachusetts
$6.06M -$166K -1,112 -2%
PWM
807
Perigon Wealth Management
California
$6.05M -$294K -1,968 -4%
AAA
808
Adams Asset Advisors
Texas
$6.04M +$439K +2,935 +7%
CMP
809
Coston McIsaac & Partners
Maine
$6M +$217K +1,448 +3%
HI
810
Harbour Investments
Wisconsin
$5.99M -$357K -2,387 -5%
PRS
811
Pinkerton Retirement Specialists
Idaho
$5.98M +$5.47M +36,577 +1,874%
PSP
812
Principal Street Partners
Tennessee
$5.98M -$36.5K -244 -0.5%
FNT
813
First National Trust
Pennsylvania
$5.98M -$832K -5,565 -11%
CCT
814
Chemung Canal Trust
New York
$5.96M -$141K -944 -2%
NCM
815
Narwhal Capital Management
Georgia
$5.94M -$1.82M -12,204 -22%
AC
816
Addenda Capital
Quebec, Canada
$5.94M -$7.78K -52 -0.1%
FHC
817
First Horizon Corporation
Tennessee
$5.94M -$39.8K -266 -0.6%
HCM
818
Howard Capital Management
Georgia
$5.94M +$3.53M +23,621 +117%
DIM
819
DLK Investment Management
California
$5.94M +$48.7K +326 +0.9%
NMIMC
820
Northwestern Mutual Investment Management Company
Wisconsin
$5.93M +$13.6K +91 +0.2%
MA
821
Mutual Advisors
Nebraska
$5.92M +$1.51M +10,107 +30%
HIP
822
HUB Investment Partners
Texas
$5.91M +$1.13M +7,575 +21%
RDWM
823
Red Door Wealth Management
Tennessee
$5.89M +$381K +2,548 +6%
NAM
824
NTV Asset Management
West Virginia
$5.86M +$82.2K +550 +1%
MC
825
Machina Capital
France
$5.85M +$1.07M +7,187 +20%
31 32
33
34 35