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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1001
Grimes & Company
Massachusetts
$4.6M +$2.35K +14 +0.1%
VV
1002
Verity & Verity
South Carolina
$4.59M +$196K +1,166 +4%
SSW
1003
Stone Summit Wealth
Florida
$4.56M +$2.06M +12,288 +84%
ANTB
1004
AMG National Trust Bank
Colorado
$4.54M +$6.55K +39 +0.1%
AWM
1005
Altium Wealth Management
New York
$4.54M +$229K +1,363 +5%
BFPW
1006
BOK Financial Private Wealth
Colorado
$4.54M +$189K +1,123 +4%
BAM
1007
Belpointe Asset Management
Nevada
$4.53M +$409K +2,438 +10%
CNBTD
1008
Citizens National Bank Trust Department
Mississippi
$4.52M -$63K -375 -1%
TPA
1009
Trivium Point Advisory
Connecticut
$4.52M +$148K +879 +3%
VFM
1010
Viking Fund Management
North Dakota
$4.52M +$336K +2,000 +8%
OIA
1011
OneDigital Investment Advisors
Kansas
$4.52M +$728K +4,335 +19%
AAMA
1012
Advanced Asset Management Advisors
Ohio
$4.51M – – –
MP
1013
McDonald Partners
Ohio
$4.51M +$4.52M +26,950 +299,444%
SWM
1014
SeaCrest Wealth Management
New York
$4.51M -$1.42M -8,463 -24%
EH
1015
Equitable Holdings
New York
$4.5M +$355K +2,116 +9%
CAG
1016
Crestwood Advisors Group
Massachusetts
$4.5M -$276K -1,641 -6%
WC
1017
Westhampton Capital
North Carolina
$4.47M -$4.7K -28 -0.1%
EF
1018
Empirical Finance
Pennsylvania
$4.47M +$496K +2,955 +12%
LWM
1019
Lyell Wealth Management
California
$4.47M -$140K -836 -3%
NPT
1020
Nixon Peabody Trust
Massachusetts
$4.47M -$551K -3,281 -11%
GWI
1021
Grace & White Inc
New York
$4.46M -$448K -2,668 -9%
PWM
1022
Peterson Wealth Management
Nevada
$4.46M +$154K +919 +4%
CWG
1023
Cornerstone Wealth Group
North Carolina
$4.45M +$489K +2,914 +12%
S
1024
Surevest
California
$4.45M -$1.31M -7,800 -23%
MIP
1025
Marietta Investment Partners
Wisconsin
$4.45M – – –
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