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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1051
Segall Bryant & Hamill
Illinois
$3.63M +$4.01M +26,807 New
FIM
1052
Fruth Investment Management
Texas
$3.62M -$52.3K -350 -1%
SFO
1053
Stokes Family Office
Louisiana
$3.62M -$647K -4,328 -14%
IA
1054
IFP Advisors
Florida
$3.62M +$561K +3,752 +16%
CFO
1055
Callan Family Office
Pennsylvania
$3.61M -$102K -680 -2%
PIWA
1056
Prevail Innovative Wealth Advisors
Kansas
$3.59M +$3.97M +26,529 New
TC
1057
Trilogy Capital
California
$3.58M +$70.1K +469 +2%
AI
1058
Atom Investors
Texas
$3.57M +$3.94M +26,345 New
NG
1059
Novem Group
New York
$3.55M +$220K +1,472 +6%
BIG
1060
Builder Investment Group
Georgia
$3.55M +$89.7K +600 +2%
FNBTCON
1061
First National Bank & Trust Co of Newtown
Pennsylvania
$3.55M -$352K -2,352 -8%
WWA
1062
WCG Wealth Advisors
Nevada
$3.54M +$162K +1,083 +4%
GM
1063
GeoWealth Management
Illinois
$3.54M -$565K -3,777 -13%
HNWAG
1064
High Net Worth Advisory Group
Florida
$3.51M -$12K -80 -0.3%
KWMG
1065
King Wealth Management Group
Florida
$3.51M -$87.8K -587 -2%
CWI
1066
Conscious Wealth Investments
Florida
$3.5M -$26.6K -178 -0.7%
HAG
1067
HF Advisory Group
Maryland
$3.5M +$333K +2,229 +9%
SMFG
1068
Sumitomo Mitsui Financial Group
Japan
$3.5M +$223K +1,492 +6%
SRC
1069
Shufro Rose & Co
New York
$3.48M +$2.99K +20 +0.1%
MCB
1070
Morton Community Bank
Illinois
$3.48M +$93.2K +623 +2%
PWP
1071
Principle Wealth Partners
Connecticut
$3.47M +$87.2K +583 +2%
WIC
1072
Woodmont Investment Counsel
Tennessee
$3.47M -$161K -1,075 -4%
BIM
1073
Brentview Investment Management
Illinois
$3.46M +$96K +642 +3%
HAC
1074
Harbor Advisory Corp
New Hampshire
$3.45M -$105K -700 -3%
BMC
1075
Beaton Management Company
Massachusetts
$3.43M -$16.1K -108 -0.4%
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