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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
851
Simplicity Wealth
New Jersey
$5.47M +$1.66M +12,340 +42%
HCM
852
Howard Capital Management
Georgia
$5.46M +$667K +4,952 +14%
IFG
853
Independent Financial Group
California
$5.42M +$49.7K +369 +0.9%
CIA
854
Capital Investment Advisors
Georgia
$5.41M +$44.5K +330 +0.8%
PCM
855
Parsons Capital Management
Rhode Island
$5.4M -$363K -2,697 -6%
VST
856
Van Strum & Towne
California
$5.38M -$26.9K -200 -0.5%
AWS
857
Atria Wealth Solutions
New York
$5.36M -$4.35M -32,282 -44%
ACG
858
Allen Capital Group
Nebraska
$5.36M +$3.13M +23,269 +134%
SCM
859
Stonebridge Capital Management
California
$5.35M – – –
AFG
860
Albion Financial Group
Utah
$5.34M -$23.4K -174 -0.4%
NC
861
NewSquare Capital
Pennsylvania
$5.33M +$297K +2,205 +6%
ATPW
862
Ashton Thomas Private Wealth
Arizona
$5.3M -$267K -1,981 -5%
AAIM
863
American Assets Investment Management
California
$5.26M – – –
BCCM
864
Bridge Creek Capital Management
Massachusetts
$5.25M +$282K +2,093 +6%
GVAG
865
Great Valley Advisor Group
Delaware
$5.24M -$6.64M -49,313 -55%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$5.23M +$311K +2,312 +6%
MOS
867
MGO One Seven
Ohio
$5.23M +$317K +2,355 +6%
IBOK
868
Independence Bank of Kentucky
Kentucky
$5.17M +$11.2K +83 +0.2%
DWA
869
Douglass Winthrop Advisors
New York
$5.16M -$716K -5,318 -12%
FTWA
870
Fifth Third Wealth Advisors
Ohio
$5.16M +$1.02M +7,541 +24%
EH
871
Equitable Holdings
New York
$5.13M -$157K -1,164 -3%
DWM
872
Destination Wealth Management
California
$5.1M +$269K +1,998 +5%
SF
873
Summit Financial
New Jersey
$5.08M +$1.38M +10,223 +36%
AMG
874
Asset Management Group
Connecticut
$5.07M +$34.1K +253 +0.7%
CMP
875
Coston McIsaac & Partners
Maine
$5.05M +$69K +512 +1%
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