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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
951
F.L. Putnam Investment Management
Massachusetts
$4.68M -$8.56M -58,234 -64%
NHT
952
New Hampshire Trust
New Hampshire
$4.68M -$55K -374 -1%
RWM
953
Ritholtz Wealth Management
New York
$4.67M +$1.19M +8,099 +33%
AAM
954
Azzad Asset Management
Virginia
$4.66M -$25.9K -176 -0.5%
BFW
955
Brady Family Wealth
Missouri
$4.64M -$173K -1,176 -4%
DA
956
Dillon & Associates
Michigan
$4.63M -$569K -3,875 -11%
AWA
957
Arkadios Wealth Advisors
Georgia
$4.61M +$878K +5,975 +23%
VPI
958
Value Partners Investments
Manitoba, Canada
$4.6M – – –
FCT
959
Family Capital Trust
Massachusetts
$4.58M -$4.85K -33 -0.1%
RGC
960
Roberts, Glore & Co
Illinois
$4.57M -$190K -1,290 -4%
FCM
961
Fourpath Capital Management
Oklahoma
$4.57M -$11.6K -79 -0.2%
SCM
962
Spring Capital Management
Texas
$4.57M -$20K -136 -0.4%
OL
963
one8zero8 LLC
North Carolina
$4.56M – – –
ISB
964
Iowa State Bank
Iowa
$4.55M -$166K -1,128 -3%
EF
965
Exeter Financial
Arizona
$4.55M -$15K -102 -0.3%
CFO
966
Cambient Family Office
Michigan
$4.55M +$4.61M +31,372 New
AFC
967
Alpine Fox Capital
Nevada
$4.52M +$4.63M +31,500 New
HCPC
968
Hamilton Capital Partners (Canada)
$4.52M +$1.18M +8,048 +34%
BEAM
969
Baker Ellis Asset Management
Washington
$4.51M -$38.3K -261 -0.8%
AMI
970
Amica Mutual Insurance
Rhode Island
$4.5M +$1.88M +12,825 +69%
PHS
971
Pekin Hardy Strauss
Illinois
$4.49M +$523K +3,557 +13%
FMWA
972
Forvis Mazars Wealth Advisors
Missouri
$4.49M -$113K -767 -2%
MG
973
Marex Group
$4.48M +$2.28M +15,531 +99%
OIM
974
Opus Investment Management
Massachusetts
$4.48M – – –
LWP
975
LMG Wealth Partners
Louisiana
$4.47M -$832K -5,664 -15%
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