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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
876
Citizens National Bank Trust Department
Mississippi
$5.71M +$153K +1,030 +3%
CWM
877
Congress Wealth Management
Massachusetts
$5.66M +$1.91M +12,805 +51%
CMP
878
Coston McIsaac & Partners
Maine
$5.66M +$322K +2,164 +6%
IAM
879
Infusive Asset Management
New York
$5.66M +$855K +5,743 +18%
PWM
880
Perigon Wealth Management
California
$5.66M +$197K +1,325 +4%
BCCM
881
Bridge Creek Capital Management
Massachusetts
$5.65M +$27.5K +185 +0.5%
FNBTCON
882
First National Bank & Trust Co of Newtown
Pennsylvania
$5.65M -$78K -524 -1%
TAM
883
Taurus Asset Management
New York
$5.62M -$20.1K -135 -0.4%
SG
884
StoneX Group
New York
$5.6M -$156K -1,051 -3%
PMIA
885
Patrick Mauro Investment Advisor
Illinois
$5.6M +$1.06M +7,143 +24%
JHCP
886
Jackson Hole Capital Partners
Oklahoma
$5.6M +$90.6K +609 +2%
MOS
887
MGO One Seven
Ohio
$5.58M +$519K +3,490 +10%
GIM
888
Grassi Investment Management
California
$5.58M – – –
NAM
889
NTV Asset Management
West Virginia
$5.55M -$65K -437 -1%
JWM
890
JGP Wealth Management
Oregon
$5.52M -$103K -690 -2%
BFW
891
Brady Family Wealth
Missouri
$5.52M -$294K -1,974 -5%
PFA
892
Pathway Financial Advisers
Indiana
$5.51M +$89.9K +604 +2%
RBC
893
Romano Brothers & Co
Illinois
$5.51M +$95.4K +641 +2%
SCP
894
Shorepoint Capital Partners
Massachusetts
$5.5M +$367K +2,464 +7%
WAS
895
Wealth Advisory Solutions
Indiana
$5.5M +$5.2M +34,936 +2,017%
DWM
896
Destination Wealth Management
California
$5.5M -$228K -1,535 -4%
FFWA
897
FRG Family Wealth Advisors
Washington
$5.48M -$192K -1,290 -3%
HCM
898
Howard Capital Management
Georgia
$5.46M -$799K -5,366 -13%
VF
899
Virtu Financial
New York
$5.45M +$152K +1,024 +3%
ISB
900
Iowa State Bank
Iowa
$5.42M -$731K -4,910 -12%
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