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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
976
Valley Wealth Managers
New Jersey
$4.27M +$130K +868 +3%
OQS
977
Occudo Quantitative Strategies
Florida
$4.25M +$4.7M +31,405 New
OSNBOA
978
Old Second National Bank of Aurora
Illinois
$4.24M -$149K -999 -3%
GWMIA
979
Global Wealth Management Investment Advisory
Florida
$4.24M +$260K +1,738 +6%
BFW
980
Brady Family Wealth
Missouri
$4.24M -$112K -748 -2%
CF
981
Covea Finance
France
$4.23M – – –
RWM
982
Ritholtz Wealth Management
New York
$4.23M -$147K -984 -3%
OIM
983
Opus Investment Management
Massachusetts
$4.22M – – –
FMWA
984
Forvis Mazars Wealth Advisors
Missouri
$4.21M -$38.7K -259 -0.8%
OL
985
one8zero8 LLC
North Carolina
$4.21M -$74.8K -500 -2%
GRP
986
Global Retirement Partners
California
$4.21M +$4.65M +31,067 New
CAAS
987
Capital Asset Advisory Services
Michigan
$4.2M +$521K +3,481 +13%
NHT
988
New Hampshire Trust
New Hampshire
$4.2M +$40.8K +273 +0.9%
CCIA
989
Campbell & Co Investment Adviser
Maryland
$4.19M +$4.63M +30,934 New
RGC
990
Roberts, Glore & Co
Illinois
$4.19M -$101K -673 -2%
AC
991
Addison Capital
Pennsylvania
$4.18M -$151K -1,012 -3%
FNA
992
First National Advisers
Nebraska
$4.17M -$88.4K -591 -2%
VVP
993
Venture Visionary Partners
Ohio
$4.17M +$653K +4,368 +17%
MJRIC
994
Mogy Joel R Investment Counsel
California
$4.13M – – –
VSQM
995
V-Square Quantitative Management
Illinois
$4.13M -$98.4K -658 -2%
RIA
996
Regal Investment Advisors
Michigan
$4.12M -$5.38K -36 -0.1%
HVIA
997
Hudson Valley Investment Advisors
New York
$4.11M -$221K -1,480 -5%
AC
998
AlphaCore Capital
California
$4.1M +$386K +2,580 +9%
LWANC
999
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.1M +$7.63K +51 +0.2%
NGA
1000
Naples Global Advisors
Florida
$4.09M +$279K +1,869 +7%
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