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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
901
Investment House LLC
California
$6.35M -$140K -750 -2%
GRP
902
Global Retirement Partners
California
$6.32M +$2.51M +13,461 +65%
AMG
903
Asset Management Group
Connecticut
$6.31M -$53.9K -289 -0.8%
FTDI
904
First Trust Direct Indexing
Massachusetts
$6.24M -$191K -1,025 -3%
GCM
905
Garland Capital Management
Washington
$6.22M +$51.3K +275 +0.8%
PSP
906
Principal Street Partners
Tennessee
$6.19M -$275K -1,471 -4%
LA
907
Legacy Advisors
Pennsylvania
$6.18M +$1.71M +9,189 +38%
BP
908
Ballentine Partners
Massachusetts
$6.16M +$247K +1,325 +4%
A
909
AustralianSuper
Australia
$6.16M +$6.2M +33,248 New
CAM
910
Costello Asset Management
Pennsylvania
$6.15M -$28.2K -151 -0.5%
CT
911
Cambridge Trust
Massachusetts
$6.14M -$367K -1,964 -6%
HPIA
912
Hamilton Point Investment Advisors
North Carolina
$6.14M -$119K -640 -2%
ACM
913
Ayrshire Capital Management
Connecticut
$6.14M +$79.5K +426 +1%
CT
914
Colonial Trust
South Carolina
$6.13M +$48.7K +261 +0.8%
FCT
915
Family Capital Trust
Massachusetts
$6.12M -$76.5K -410 -1%
MCC
916
Money Concepts Capital
Florida
$6.11M -$26.6M -142,428 -81%
WW
917
Windle Wealth
Oklahoma
$6.09M +$18.5K +99 +0.3%
LJHT
918
Laurie J. Hall Trustee
$6.07M -$35.5K -190 -0.6%
FANJ
919
Financial Architects (New Jersey)
New Jersey
$6.06M -$37.7K -202 -0.6%
BL
920
Balentine LLC
Georgia
$6.04M +$1.49M +7,995 +32%
S
921
SignatureFD
Georgia
$6.04M +$69.4K +372 +1%
TPCW
922
TD Private Client Wealth
New York
$6.01M +$45.5K +244 +0.8%
CW
923
CreativeOne Wealth
Kansas
$6M +$76.7K +411 +1%
SAM
924
SP Asset Management
California
$6M +$51.1K +274 +0.9%
FPFS
925
First Personal Financial Services
North Carolina
$5.99M -$25.8K -138 -0.4%
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