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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
$5.19M -$40K -224 -0.8%
LRIC
1002
Long Road Investment Counsel
Michigan
$5.16M -$146K -820 -3%
S
1003
SignatureFD
Georgia
$5.16M +$207K +1,160 +4%
NW
1004
NewEdge Wealth
Pennsylvania
$5.16M +$204K +1,145 +4%
AWM
1005
Axxcess Wealth Management
California
$5.16M +$974K +5,458 +24%
DIA
1006
Dana Investment Advisors
Wisconsin
$5.13M +$60.1K +337 +1%
BO
1007
Bank OZK
Arkansas
$5.13M -$101K -567 -2%
IWC
1008
Integrated Wealth Concepts
Massachusetts
$5.12M +$373K +2,094 +8%
PAM
1009
Pegasus Asset Management
New York
$5.11M -$13.6K -76 -0.3%
ERWM
1010
Elk River Wealth Management
Colorado
$5.08M +$194K +1,090 +4%
FVWA
1011
Foster Victor Wealth Advisors
South Carolina
$5.07M +$197K +1,107 +4%
DWP
1012
Daymark Wealth Partners
Ohio
$5.07M +$5M +28,041 New
MBTD
1013
Mechanics Bank - Trust Department
California
$5.06M -$31K -174 -0.6%
STC
1014
Sarah T. Connolly
$5.04M -$7.13K -40 -0.1%
HPIA
1015
Hamilton Point Investment Advisors
North Carolina
$5.03M +$19.6K +110 +0.4%
GC
1016
Grimes & Company
Massachusetts
$5.01M -$6.96K -39 -0.1%
FPB
1017
First PREMIER Bank
South Dakota
$5.01M -$96.3K -540 -2%
ATPW
1018
Ashton Thomas Private Wealth
Arizona
$5M +$403K +2,262 +9%
CB
1019
Cadence Bank
Mississippi
$4.98M -$50.8K -285 -1%
BMC
1020
Beaton Management Company
Massachusetts
$4.98M -$3.03K -17 -0.1%
VWM
1021
Valley Wealth Managers
New Jersey
$4.97M -$115K -642 -2%
CS
1022
Cannell & Spears
New York
$4.96M +$196K +1,100 +4%
GWM
1023
Geneos Wealth Management
Colorado
$4.94M +$188K +1,055 +4%
TPWA
1024
TRUE Private Wealth Advisors
Oregon
$4.93M +$97.7K +548 +2%
RCM
1025
RB Capital Management
Nevada
$4.93M +$119K +669 +3%
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