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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1001
Empirical Finance
Pennsylvania
$4.7M +$254K +1,507 +6%
SSW
1002
Stone Summit Wealth
Florida
$4.7M +$223K +1,327 +5%
FPB
1003
First PREMIER Bank
South Dakota
$4.7M -$40.4K -240 -0.8%
ECM
1004
Exchange Capital Management
Michigan
$4.68M -$134K -797 -3%
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$4.68M -$73.1K -434 -2%
KWMG
1006
King Wealth Management Group
Florida
$4.68M +$1.35M +8,002 +40%
MAM
1007
Meeder Asset Management
Ohio
$4.68M +$853K +5,065 +22%
H6H
1008
Hightower 6M Holding
Kansas
$4.67M -$64K -380 -1%
FHB
1009
First Hawaiian Bank
Hawaii
$4.67M +$914K +5,431 +24%
FTA
1010
Financial & Tax Architects
Missouri
$4.64M +$429K +2,546 +10%
GP
1011
Girard Partners
Pennsylvania
$4.64M -$365K -2,169 -7%
IA
1012
IFP Advisors
Florida
$4.63M – – –
LI
1013
LMCG Investments
Massachusetts
$4.63M -$200K -1,189 -4%
OIA
1014
OneDigital Investment Advisors
Kansas
$4.63M +$134K +798 +3%
ANTB
1015
AMG National Trust Bank
Colorado
$4.63M -$73.7K -438 -2%
PWMAG
1016
Pinnacle Wealth Management Advisory Group
New Jersey
$4.62M -$73.2K -435 -2%
SCP
1017
Shorepoint Capital Partners
Massachusetts
$4.61M -$329K -1,956 -7%
PNAA
1018
Pictet North America Advisors
Switzerland
$4.6M +$999K +5,932 +27%
BMC
1019
Beaton Management Company
Massachusetts
$4.59M -$10.3K -61 -0.2%
RCM
1020
RNC Capital Management
California
$4.59M -$107K -635 -2%
BAM
1021
Belpointe Asset Management
Nevada
$4.58M +$73.7K +438 +2%
HCA
1022
Harbour Capital Advisors
Virginia
$4.57M -$29.5K -175 -0.6%
GCC
1023
Guardian Capital (Canada)
Ontario, Canada
$4.57M +$185K +1,100 +4%
UH
1024
Unigestion Holding
Switzerland
$4.57M +$2.48M +14,708 +116%
BA
1025
Baugh & Associates
Georgia
$4.56M -$51.3K -305 -1%
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