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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
801
Snowden Capital Advisors
New York
$5.63M +$366K +2,773 +7%
KFP
802
KMG Fiduciary Partners
Ohio
$5.63M +$70.1K +532 +1%
PGIM
803
Pacific Global Investment Management
California
$5.62M -$148K -1,122 -3%
WPP
804
Whalerock Point Partners
Rhode Island
$5.61M +$610K +4,627 +12%
AAM
805
AR Asset Management
California
$5.61M – – –
FFWA
806
FRG Family Wealth Advisors
Washington
$5.61M +$348K +2,640 +7%
BRWM
807
B. Riley Wealth Management
Tennessee
$5.61M +$206K +1,562 +4%
BC
808
Brinker Capital
Pennsylvania
$5.6M +$2.41M +18,273 +76%
NEAM
809
New England Asset Management
Connecticut
$5.6M -$409K -3,100 -7%
KA
810
Kintegral Advisory
New York
$5.59M – – –
FWM
811
Frontier Wealth Management
Missouri
$5.58M +$265K +2,010 +5%
NAM
812
NTV Asset Management
West Virginia
$5.56M -$13.3K -101 -0.2%
OCM
813
Oakwood Capital Management
California
$5.55M +$73.3K +556 +1%
CB
814
Cadence Bank
Mississippi
$5.55M +$45.5K +345 +0.8%
DWA
815
Douglass Winthrop Advisors
New York
$5.5M +$252K +1,909 +5%
FA
816
FMA Advisory
Pennsylvania
$5.47M +$92.9K +705 +2%
VST
817
Van Strum & Towne
California
$5.47M -$25K -190 -0.5%
VFA
818
Valeo Financial Advisors
Indiana
$5.46M +$546K +4,145 +11%
CT
819
Caldwell Trust
Florida
$5.45M -$142K -1,081 -3%
CNBTD
820
Citizens National Bank Trust Department
Mississippi
$5.45M +$600K +4,550 +12%
TCM
821
Tufton Capital Management
Maryland
$5.44M -$26.5K -201 -0.5%
LAM
822
Lountzis Asset Management
Pennsylvania
$5.44M +$5.42M +41,119 New
WF
823
WoodTrust Financial
Wisconsin
$5.43M -$4.09K -31 -0.1%
MGIA
824
Moneta Group Investment Advisors
Missouri
$5.4M -$438K -3,319 -8%
LNWWM
825
Laird Norton Wetherby Wealth Management
California
$5.39M +$48.4K +367 +0.9%
31 32
33
34 35