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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIC
801
Generali Investments CEE
Czech Republic
$7.05M +$7.59M +46,350 New
LRPA
802
L. Roy Papp & Associates
Arizona
$7.02M +$22.1K +135 +0.3%
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$6.98M -$86.8K -530 -1%
CW
804
CreativeOne Wealth
Kansas
$6.93M +$999K +6,095 +15%
FPTW
805
Franklin, Parlapiano, Turner & Welch
Texas
$6.92M +$197K +1,201 +3%
AMBIA
806
Allen Mooney & Barnes Investment Advisors
Georgia
$6.92M +$185K +1,132 +3%
NRS
807
Neville Rodie & Shaw
New York
$6.91M -$184K -1,125 -2%
BRCM
808
Bright Rock Capital Management
Massachusetts
$6.84M – – –
TA
809
Tectonic Advisors
Texas
$6.83M +$1.06M +6,475 +17%
PVI
810
Pine Valley Investments
New Jersey
$6.81M +$1.02M +6,252 +16%
WCM
811
Whitener Capital Management
North Carolina
$6.75M +$401K +2,447 +6%
HL
812
HeadInvest LLC
Maine
$6.74M -$255K -1,555 -3%
SFG
813
SevenBridge Financial Group
Pennsylvania
$6.72M -$344K -2,098 -4%
LI
814
Lafayette Investments
Maryland
$6.72M +$638K +3,892 +10%
CAC
815
Core Alternative Capital
Georgia
$6.71M -$555K -3,390 -7%
CI
816
CX Institutional
Indiana
$6.7M +$467K +2,850 +7%
A
817
Allianz
Germany
$6.69M +$159K +970 +2%
ZB
818
Zions Bancorporation
Utah
$6.69M +$2.93M +17,888 +69%
SCM
819
Stonebridge Capital Management
California
$6.68M -$16.4K -100 -0.2%
NMIMC
820
Northwestern Mutual Investment Management Company
Wisconsin
$6.62M +$4.59K +28 +0.1%
LOAME
821
Lombard Odier Asset Management (Europe)
United Kingdom
$6.61M – – –
MMA
822
Miracle Mile Advisors
California
$6.58M +$4.82M +29,416 +213%
AA
823
ALPS Advisors
Colorado
$6.52M -$22.3K -136 -0.3%
BTI
824
Blue Trust Inc
Georgia
$6.49M +$1.16M +7,090 +20%
KIA
825
KCM Investment Advisors
California
$6.49M -$334K -2,040 -5%
31 32
33
34 35