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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1051
Dorsey & Whitney Trust
South Dakota
$3.81M +$94.8K +667 +3%
AWM
1052
Altium Wealth Management
New York
$3.81M +$140K +983 +4%
GP
1053
Geneva Partners
Wisconsin
$3.8M -$32.3K -227 -0.9%
HSA
1054
HBK Sorce Advisory
Pennsylvania
$3.8M -$176K -1,240 -5%
SNB
1055
Security National Bank
Nebraska
$3.79M -$142 -1 -0%
CVM
1056
Cheviot Value Management
California
$3.78M -$2.27K -16 -0.1%
HZ
1057
Hixon Zuercher
Ohio
$3.77M +$30.3K +213 +0.8%
HPIA
1058
Hamilton Point Investment Advisors
North Carolina
$3.77M +$7.11K +50 +0.2%
MHS
1059
M Holdings Securities
Oregon
$3.76M +$21.6K +152 +0.6%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.75M +$79.3K +558 +2%
AC
1061
Athanor Capital
New York
$3.75M +$3.6M +25,310 New
HKIM
1062
Hayek Kallen Investment Management
Alabama
$3.75M +$64.5K +454 +2%
MSAM
1063
Moloney Securities Asset Management
Missouri
$3.73M -$43.2K -304 -1%
SIM
1064
Stratos Investment Management
Ohio
$3.73M +$372K +2,618 +12%
MKA
1065
M. Kulyk & Associates
Georgia
$3.7M +$3.54M +24,937 New
STC
1066
Sarah T. Connolly
$3.7M +$3.54M +24,926 New
SC
1067
Searle & Co
Connecticut
$3.69M – – –
APA
1068
Allegiant Private Advisors
Florida
$3.67M +$3.51M +24,724 New
CFA
1069
Carroll Financial Associates
North Carolina
$3.66M -$7.25K -51 -0.2%
BOH
1070
Bank of Hawaii
Hawaii
$3.66M -$688K -4,842 -16%
DCM
1071
Delta Capital Management
New Jersey
$3.66M – – –
PFA
1072
Paradigm Financial Advisors
Missouri
$3.66M +$47.2K +332 +1%
WCM
1073
Wisconsin Capital Management
Wisconsin
$3.64M -$1.79M -12,617 -34%
RWM
1074
RBA Wealth Management
California
$3.64M +$35.8K +252 +1%
BIMC
1075
Benson Investment Management Company
Virginia
$3.63M +$51.2K +360 +1%
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