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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
901
Brady Family Wealth
Missouri
$5.95M +$49.8K +274 +0.8%
MNBTD
902
Moody National Bank Trust Division
Texas
$5.95M +$517K +2,845 +9%
RMAM
903
Raab & Moskowitz Asset Management
New Jersey
$5.95M +$35.6K +196 +0.6%
EIA
904
Eastover Investment Advisors
North Carolina
$5.95M +$86.3K +475 +1%
TCM
905
Tufton Capital Management
Maryland
$5.94M -$70.3K -387 -1%
APP
906
Avantax Planning Partners
Iowa
$5.94M -$272K -1,495 -4%
EDRIA
907
Edmonds Duncan Registered Investment Advisors
Kansas
$5.93M – – –
NSAM
908
North Star Asset Management
Wisconsin
$5.9M +$1.89M +10,407 +43%
NWM
909
Northcape Wealth Management
New York
$5.89M +$26.3K +145 +0.4%
DWM
910
Dorchester Wealth Management
Quebec, Canada
$5.89M -$123K -676 -2%
FPFS
911
First Personal Financial Services
North Carolina
$5.88M +$435K +2,396 +7%
MCM
912
Moore Capital Management
New York
$5.87M -$1.9M -10,452 -23%
ECM
913
ExodusPoint Capital Management
New York
$5.83M -$5.01M -27,609 -45%
BP
914
Ballentine Partners
Massachusetts
$5.83M +$207K +1,140 +3%
PCTC
915
Perkins Coie Trust Company
Washington
$5.81M -$299K -1,646 -5%
RSWM
916
Robertson Stephens Wealth Management
California
$5.8M -$23.6K -130 -0.4%
GCM
917
Genus Capital Management
British Columbia, Canada
$5.77M -$745K -4,100 -11%
WW
918
Windle Wealth
Oklahoma
$5.75M +$197K +1,084 +3%
AMG
919
Asset Management Group
Connecticut
$5.74M -$32.9K -181 -0.5%
GCM
920
Garland Capital Management
Washington
$5.72M +$29.1K +160 +0.5%
CAM
921
ClariVest Asset Management
California
$5.71M -$418K -2,303 -6%
KWMG
922
King Wealth Management Group
Florida
$5.67M +$290K +1,598 +5%
IHL
923
Investment House LLC
California
$5.65M -$168K -927 -3%
HPIA
924
Hamilton Point Investment Advisors
North Carolina
$5.64M +$22.5K +124 +0.4%
CAM
925
Costello Asset Management
Pennsylvania
$5.61M -$10.2K -56 -0.2%
35 36
37
38 39