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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1026
Portside Wealth Group
Utah
$3.89M +$61.2K +409 +1%
CRIG
1027
Charter Research & Investment Group
Connecticut
$3.88M -$17.9K -120 -0.4%
GWM
1028
Graybill Wealth Management
Illinois
$3.87M +$123K +825 +3%
TE
1029
Tema ETFs
New York
$3.87M +$412K +2,755 +11%
LRIC
1030
Long Road Investment Counsel
Michigan
$3.87M -$10.5K -70 -0.2%
M
1031
MOTCO
Texas
$3.86M -$33.9K -227 -0.8%
BMA
1032
Brooks Moore & Associates
Tennessee
$3.85M +$429K +2,870 +11%
CT
1033
Caldwell Trust
Florida
$3.83M -$193K -1,292 -4%
ET
1034
Equitable Trust
Tennessee
$3.82M +$41.7K +279 +1%
UF
1035
Univest Financial
Pennsylvania
$3.82M -$42.9K -287 -1%
FBT
1036
First Bankers Trust
Kentucky
$3.82M +$856K +5,725 +25%
ATPW
1037
Ashton Thomas Private Wealth
Arizona
$3.81M -$382K -2,557 -8%
SIAG
1038
Signet Investment Advisory Group
Rhode Island
$3.81M +$163K +1,087 +4%
WETS
1039
Wealth Enhancement Trust Services
South Dakota
$3.81M -$1.11M -7,411 -21%
PMIA
1040
Patrick Mauro Investment Advisor
Illinois
$3.81M +$923K +6,172 +28%
MCC
1041
Money Concepts Capital
Florida
$3.8M +$1.03M +6,859 +32%
HCM
1042
Hall Capital Management
Rhode Island
$3.78M +$111K +745 +3%
MAS
1043
Meeder Advisory Services
Ohio
$3.76M -$760K -5,081 -15%
KA
1044
KLCM Advisors
Wisconsin
$3.74M +$95.5K +639 +2%
FB
1045
Fulton Bank
Pennsylvania
$3.73M -$40.2K -269 -1%
PFA
1046
Pure Financial Advisors
California
$3.72M +$115K +770 +3%
WAC
1047
William Allan Corp
Colorado
$3.72M -$67.6K -452 -2%
UHC
1048
Union Heritage Capital
Michigan
$3.69M – – –
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$3.69M -$23.8K -159 -0.6%
CFMC
1050
Curbstone Financial Management Corp
New Hampshire
$3.68M +$580K +3,880 +17%
40 41
42
43 44