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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
926
Shorepoint Capital Partners
Massachusetts
$5.71M +$162K +942 +3%
SPC
927
Sigma Planning Corp
Michigan
$5.71M -$235K -1,367 -4%
SCM
928
Schnieders Capital Management
California
$5.7M -$178K -1,037 -3%
RCM
929
RB Capital Management
Nevada
$5.67M -$13.1K -76 -0.2%
MCM
930
Mitchell Capital Management
Kansas
$5.62M -$40K -233 -0.7%
WANY
931
Wealthspire Advisors (New York)
New York
$5.61M +$428K +2,490 +8%
FCT
932
Family Capital Trust
Massachusetts
$5.59M – – –
TIM
933
Thompson Investment Management
Wisconsin
$5.59M +$386K +2,244 +7%
TPCW
934
TD Private Client Wealth
New York
$5.59M +$1.31M +7,648 +30%
RDWM
935
Red Door Wealth Management
Tennessee
$5.59M +$368K +2,142 +7%
PCTC
936
Perkins Coie Trust Company
Washington
$5.55M +$3.78K +22 +0.1%
CAM
937
Close Asset Management
United Kingdom
$5.55M -$888K -5,167 -14%
SFO
938
Stokes Family Office
Louisiana
$5.5M -$19.4K -113 -0.3%
FPAS
939
Focus Partners Advisor Solutions
Missouri
$5.5M +$141K +823 +3%
IWM
940
IHT Wealth Management
Illinois
$5.49M +$897K +5,220 +19%
FNA
941
First National Advisers
Nebraska
$5.48M +$280K +1,628 +5%
ET
942
Equitable Trust
Tennessee
$5.47M +$305K +1,775 +6%
PBT
943
Pictet Bank & Trust
Bahamas
$5.45M -$73K -425 -1%
PL
944
Parkwood LLC
Ohio
$5.45M +$111K +644 +2%
DEA
945
DoubleLine ETF Adviser
Florida
$5.44M +$1.2M +6,996 +28%
PWP
946
Principle Wealth Partners
Connecticut
$5.44M +$62.4K +363 +1%
RGC
947
Roberts, Glore & Co
Illinois
$5.44M -$25.6K -149 -0.5%
CHC
948
City Holding Co
West Virginia
$5.43M -$145K -845 -3%
LJHT
949
Laurie J. Hall Trustee
$5.41M -$85.2K -496 -2%
PTC
950
Private Trust Company
Ohio
$5.4M +$32.3K +188 +0.6%
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