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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
926
Lountzis Asset Management
Pennsylvania
$5.11M -$46.4K -312 -0.8%
TCM
927
Tufton Capital Management
Maryland
$5.11M -$65.5K -440 -1%
CG
928
Caprock Group
Idaho
$5.09M +$869K +5,839 +21%
SF
929
Slagle Financial
Illinois
$5.08M +$45.2K +304 +0.9%
SFG
930
SevenBridge Financial Group
Pennsylvania
$5.07M -$1.13M -7,604 -16%
KIC
931
Kensington Investment Counsel
California
$5.03M +$4.99M +33,547 New
BHPW
932
Beverly Hills Private Wealth
California
$5.01M +$758K +5,093 +18%
ELC
933
Edgar Lomax Company
Virginia
$5.01M +$4.97M +33,415 New
CAL
934
Capital Analysts LLC
Pennsylvania
$5.01M +$772K +5,190 +18%
FCT
935
Family Capital Trust
Massachusetts
$5M – – –
PWP
936
Private Wealth Partners
California
$5M -$187K -1,259 -4%
CWM
937
Compass Wealth Management
Connecticut
$4.99M +$151K +1,014 +3%
FPCP
938
Fort Point Capital Partners
California
$4.98M -$215K -1,446 -4%
HBT
939
Hills Bank & Trust
Iowa
$4.97M -$86.2K -579 -2%
SVWAG
940
Sound View Wealth Advisors Group
Georgia
$4.97M +$12.5K +84 +0.3%
SWM
941
Spire Wealth Management
Virginia
$4.94M +$2.08M +13,979 +74%
RC
942
Roundview Capital
New Jersey
$4.94M -$665K -4,466 -12%
SFS
943
Sowell Financial Services
Arkansas
$4.94M +$136K +917 +3%
FMWA
944
Forvis Mazars Wealth Advisors
Missouri
$4.93M +$125K +839 +3%
CT
945
Caldwell Trust
Florida
$4.92M -$332K -2,232 -6%
PCTC
946
Perkins Coie Trust Company
Washington
$4.89M +$15.5K +104 +0.3%
OL
947
one8zero8 LLC
North Carolina
$4.89M -$2.59M -17,370 -35%
NHT
948
New Hampshire Trust
New Hampshire
$4.84M -$175K -1,177 -4%
CIG
949
Cullen Investment Group
Louisiana
$4.83M -$552K -3,710 -10%
CCMINC
950
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.83M +$77.8K +523 +2%
36 37
38
39 40