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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
876
Compound Global Advisors
Washington
$6.97M +$6.7M +39,811 New
AAIM
877
American Assets Investment Management
California
$6.97M – – –
BFW
878
Brady Family Wealth
Missouri
$6.96M +$259K +1,538 +4%
IB
879
Intrust Bank
Kansas
$6.96M -$148K -881 -2%
PA
880
Procyon Advisors
Connecticut
$6.95M +$2.36M +14,020 +55%
IHL
881
Investment House LLC
California
$6.92M +$1.07M +6,330 +19%
CT
882
Caldwell Trust
Florida
$6.9M -$90.6K -538 -1%
FFWA
883
FRG Family Wealth Advisors
Washington
$6.88M -$518K -3,075 -7%
SCA
884
Sage Capital Advisors
South Dakota
$6.85M +$293K +1,740 +5%
BCA
885
Bernzott Capital Advisors
California
$6.83M +$1.46M +8,684 +29%
HCM
886
Howland Capital Management
Massachusetts
$6.83M -$162K -960 -2%
LAM
887
Lountzis Asset Management
Pennsylvania
$6.83M +$29.5K +175 +0.5%
BFG
888
Bleakley Financial Group
New Jersey
$6.81M -$77.8K -462 -1%
BFM
889
Boston Financial Management
Massachusetts
$6.8M -$257K -1,524 -4%
LC
890
Lindbrook Capital
California
$6.8M -$85.9K -510 -1%
PCA
891
Pallas Capital Advisors
Massachusetts
$6.76M +$622K +3,696 +11%
WCM
892
Whitener Capital Management
North Carolina
$6.74M +$337K +2,001 +5%
CW
893
CreativeOne Wealth
Kansas
$6.73M +$4.53M +26,930 +233%
JHCP
894
Jackson Hole Capital Partners
Oklahoma
$6.68M +$61.4K +365 +1%
CIA
895
Capital Investment Advisors
Georgia
$6.66M -$187K -1,111 -3%
MWM
896
Marietta Wealth Management
Georgia
$6.64M +$168K +1,000 +3%
GRP
897
Global Retirement Partners
California
$6.63M +$146K +868 +2%
GIM
898
Grassi Investment Management
California
$6.62M – – –
DWM
899
Destination Wealth Management
California
$6.6M +$188K +1,119 +3%
FPAS
900
Focus Partners Advisor Solutions
Missouri
$6.59M +$5.32M +31,612 +522%
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