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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
851
Coastal Bridge Advisors
Connecticut
$6.42M +$182K +1,167 +3%
QCG
852
Quadrant Capital Group
Ohio
$6.39M -$3.23M -20,760 -34%
RDWM
853
Red Door Wealth Management
Tennessee
$6.35M -$182K -1,171 -3%
MCWS
854
McKinley Carter Wealth Services
West Virginia
$6.34M -$320K -2,053 -5%
MGIA
855
Moneta Group Investment Advisors
Missouri
$6.34M -$1.12M -7,166 -15%
NWM
856
Northcape Wealth Management
New York
$6.32M +$35.8K +230 +0.6%
MCP
857
Martin Capital Partners
Oregon
$6.3M +$145K +928 +2%
HAIM
858
Hunter Associates Investment Management
Pennsylvania
$6.3M -$11.5K -74 -0.2%
BHPW
859
Beverly Hills Private Wealth
California
$6.29M +$639K +4,100 +11%
WANY
860
Wealthspire Advisors (New York)
New York
$6.29M -$967K -6,208 -13%
MMA
861
Mizuho Markets Americas
New York
$6.27M -$33.6M -215,562 -84%
VCM
862
Vivaldi Capital Management
Illinois
$6.24M +$34.7K +223 +0.6%
DWM
863
Destination Wealth Management
California
$6.23M +$148K +947 +2%
MHS
864
M Holdings Securities
Oregon
$6.23M +$113K +728 +2%
CG
865
Caprock Group
Idaho
$6.23M +$919K +5,898 +17%
CNBTD
866
Citizens National Bank Trust Department
Mississippi
$6.22M -$90.4K -580 -1%
VST
867
Van Strum & Towne
California
$6.22M -$91.5K -587 -1%
RMAM
868
Raab & Moskowitz Asset Management
New Jersey
$6.21M -$194K -1,247 -3%
PP
869
Pacifica Partners
Canada
$6.2M -$91.2K -585 -1%
FWCM
870
Ferguson Wellman Capital Management
Oregon
$6.19M -$1.26M -8,102 -17%
PIM
871
Penobscot Investment Management
Massachusetts
$6.19M -$933K -5,987 -13%
AAIM
872
American Assets Investment Management
California
$6.18M – – –
NDSIB
873
North Dakota State Investment Board
North Dakota
$6.17M -$1.14M -7,290 -16%
PFA
874
Pathway Financial Advisers
Indiana
$6.16M -$4.21K -27 -0.1%
TPCW
875
TD Private Client Wealth
New York
$6.15M +$795K +5,102 +15%
33 34
35
36 37