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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1051
Nixon Peabody Trust
Massachusetts
$3.66M +$108K +723 +3%
AAMA
1052
Advanced Asset Management Advisors
Ohio
$3.65M – – –
VPI
1053
Value Partners Investments
Manitoba, Canada
$3.65M -$8.52K -57 -0.2%
HT
1054
Heritage Trust
Oklahoma
$3.65M +$476K +3,185 +13%
SBH
1055
Segall Bryant & Hamill
Illinois
$3.63M +$4.01M +26,807 New
FIM
1056
Fruth Investment Management
Texas
$3.62M -$52.3K -350 -1%
SFO
1057
Stokes Family Office
Louisiana
$3.62M -$647K -4,328 -14%
IA
1058
IFP Advisors
Florida
$3.62M +$561K +3,752 +16%
CFO
1059
Callan Family Office
Pennsylvania
$3.61M -$102K -680 -2%
PIWA
1060
Prevail Innovative Wealth Advisors
Kansas
$3.59M +$3.97M +26,529 New
TC
1061
Trilogy Capital
California
$3.58M +$70.1K +469 +2%
AI
1062
Atom Investors
Texas
$3.57M +$3.94M +26,345 New
NG
1063
Novem Group
New York
$3.55M +$220K +1,472 +6%
BIG
1064
Builder Investment Group
Georgia
$3.55M +$89.7K +600 +2%
FNBTCON
1065
First National Bank & Trust Co of Newtown
Pennsylvania
$3.55M -$352K -2,352 -8%
WWA
1066
WCG Wealth Advisors
Nevada
$3.54M +$162K +1,083 +4%
GM
1067
GeoWealth Management
Illinois
$3.54M -$565K -3,777 -13%
HNWAG
1068
High Net Worth Advisory Group
Florida
$3.51M -$12K -80 -0.3%
KWMG
1069
King Wealth Management Group
Florida
$3.51M -$87.8K -587 -2%
CWI
1070
Conscious Wealth Investments
Florida
$3.5M -$26.6K -178 -0.7%
HAG
1071
HF Advisory Group
Maryland
$3.5M +$333K +2,229 +9%
SMFG
1072
Sumitomo Mitsui Financial Group
Japan
$3.5M +$223K +1,492 +6%
SRC
1073
Shufro Rose & Co
New York
$3.48M +$2.99K +20 +0.1%
MCB
1074
Morton Community Bank
Illinois
$3.48M +$93.2K +623 +2%
PWP
1075
Principle Wealth Partners
Connecticut
$3.47M +$87.2K +583 +2%
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