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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
926
Marshall & Sullivan
Washington
$3.56M +$76.7K +677 +2%
PI
927
Pettee Investors
Connecticut
$3.55M – – –
MMM
928
Mendel Money Management
Illinois
$3.52M +$3.57M +31,493 New
DIA
929
Dana Investment Advisors
Wisconsin
$3.52M -$210K -1,851 -6%
MC
930
Maverick Capital
Texas
$3.51M +$3.55M +31,360 New
SAM
931
SP Asset Management
California
$3.5M +$15.7K +139 +0.5%
AL
932
Aspiriant LLC
California
$3.5M -$7.47K -66 -0.2%
JSL
933
JT Stratford LLC
Georgia
$3.5M +$422K +3,723 +14%
FFWA
934
FRG Family Wealth Advisors
Washington
$3.5M +$443K +3,914 +14%
BDS
935
Banco de Sabadell
Florida
$3.49M -$199K -1,755 -5%
AC
936
Addenda Capital
Quebec, Canada
$3.48M -$730K -6,443 -17%
SFG
937
SevenBridge Financial Group
Pennsylvania
$3.48M -$34.9K -308 -1%
SCM
938
Southport Capital Management
Tennessee
$3.47M +$128K +1,134 +4%
KWM
939
Kingsview Wealth Management
Oregon
$3.46M +$113K +999 +3%
NIC
940
Northwest Investment Counselors
Oregon
$3.45M +$46.8K +413 +1%
EDRIA
941
Edmonds Duncan Registered Investment Advisors
Kansas
$3.45M – – –
AWM
942
Aevitas Wealth Management
Massachusetts
$3.45M +$236K +2,085 +7%
EFS
943
Essex Financial Services
Connecticut
$3.44M +$83.1K +734 +2%
CCM
944
Compton Capital Management
Rhode Island
$3.44M -$26K -230 -0.7%
AMM
945
American Money Management
California
$3.44M +$84.7K +748 +2%
AWM
946
AE Wealth Management
Kansas
$3.43M +$791K +6,981 +29%
BCAM
947
Boston Common Asset Management
Massachusetts
$3.42M -$362K -3,197 -9%
SCA
948
Spearhead Capital Advisors
Florida
$3.42M +$113K +999 +3%
BSB
949
Bangor Savings Bank
Maine
$3.4M -$72K -636 -2%
BOTW
950
Bank of the West
California
$3.39M -$573K -5,060 -14%
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