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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
801
Park Avenue Securities
New York
$6.25M +$171K +1,105 +3%
KFS
802
Kurt F. Somerville
$6.24M -$41.2K -266 -0.6%
HBT
803
Hills Bank & Trust
Iowa
$6.24M +$63.2K +408 +1%
BRWM
804
B. Riley Wealth Management
Tennessee
$6.24M +$2.53M +16,321 +65%
GIA
805
GHP Investment Advisors
Colorado
$6.2M +$148K +958 +2%
BCMO
806
Buckingham Capital Management (Ohio)
Ohio
$6.2M +$410K +2,649 +7%
LNWWM
807
Laird Norton Wetherby Wealth Management
California
$6.2M -$63.8K -412 -1%
LAM
808
Lountzis Asset Management
Pennsylvania
$6.18M -$155 -1 -0%
NMIFOAC
809
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.17M – – –
KA
810
Kintegral Advisory
New York
$6.16M – – –
AIA
811
Allied Investment Advisors
Montana
$6.14M -$2.48K -16 -0%
NEAM
812
New England Asset Management
Connecticut
$6.13M +$488K +3,152 +8%
TCM
813
Tufton Capital Management
Maryland
$6.13M -$142K -917 -2%
TI
814
Tidal Investments
Wisconsin
$6.12M -$51.2K -331 -0.8%
CBTWT
815
Community Bank & Trust (Waco, Texas)
Texas
$6.12M +$30.6K +198 +0.5%
NAM
816
NTV Asset Management
West Virginia
$6.11M +$16.7K +108 +0.3%
WPP
817
Whalerock Point Partners
Rhode Island
$6.08M +$244K +1,577 +4%
PWP
818
Private Wealth Partners
California
$6.03M -$61.5K -397 -1%
APP
819
Avantax Planning Partners
Iowa
$6.02M +$257K +1,658 +4%
RC
820
Roundview Capital
New Jersey
$6.01M +$330K +2,133 +6%
SFO
821
Stokes Family Office
Louisiana
$6M +$317K +2,049 +5%
TCOO
822
Trust Company of Oklahoma
Oklahoma
$5.99M -$102K -660 -2%
AAIM
823
American Assets Investment Management
California
$5.99M – – –
TF
824
TRH Financial
Iowa
$5.98M +$1.2M +7,747 +24%
VST
825
Van Strum & Towne
California
$5.98M +$11.6K +75 +0.2%
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