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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
851
Boston Research & Management
Massachusetts
$5.64M +$56.1K +385 +1%
RC
852
Roundview Capital
New Jersey
$5.61M +$167K +1,145 +3%
SFO
853
Stokes Family Office
Louisiana
$5.61M +$66.6K +457 +1%
WAM
854
World Asset Management
Michigan
$5.6M -$135K -925 -2%
BWL
855
Bogart Wealth LLC
Virginia
$5.59M +$777K +5,332 +16%
PIM
856
Penobscot Investment Management
Massachusetts
$5.58M -$151K -1,039 -3%
NEAM
857
New England Asset Management
Connecticut
$5.57M +$61.9K +425 +1%
KPWS
858
Kestra Private Wealth Services
Texas
$5.57M +$153K +1,053 +3%
BFA
859
Bragg Financial Advisors
North Carolina
$5.56M +$461K +3,165 +9%
BDWM
860
Brewin Dolphin Wealth Management
Ireland
$5.54M +$82.3K +565 +2%
RWA
861
River Wealth Advisors
Pennsylvania
$5.53M +$75.6K +519 +1%
TAIM
862
Te Ahumairangi Investment Management
New Zealand
$5.52M -$291K -2,000 -5%
CT
863
Caldwell Trust
Florida
$5.5M -$99.8K -685 -2%
HI
864
Harbour Investments
Wisconsin
$5.48M +$500K +3,433 +10%
SCM
865
Schnieders Capital Management
California
$5.47M -$15.3K -105 -0.3%
SCM
866
SKBA Capital Management
California
$5.47M -$3.13M -21,500 -37%
LSA
867
L & S Advisors
California
$5.43M +$4.99M +34,242 +1,430%
KTM
868
Keeler Thomas Management
Utah
$5.42M +$176K +1,210 +3%
IHL
869
Investment House LLC
California
$5.41M +$102K +700 +2%
CAM
870
Costello Asset Management
Pennsylvania
$5.4M -$86.8K -596 -2%
WIC
871
Woodmont Investment Counsel
Tennessee
$5.4M -$51.6K -354 -1%
QI
872
QV Investors
Alberta, Canada
$5.39M -$86K -590 -2%
SCM
873
Southport Capital Management
Tennessee
$5.39M +$22.1K +152 +0.4%
PBC
874
Pavion Blue Capital
California
$5.39M -$74.5K -511 -1%
UCMOK
875
United Capital Management of KS
Kansas
$5.38M +$475K +3,263 +10%
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