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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UHC
1051
Union Heritage Capital
Michigan
$3.85M – – –
BC
1052
Burney Company
Virginia
$3.85M -$99.4K -642 -2%
BFPW
1053
BOK Financial Private Wealth
Colorado
$3.85M +$237K +1,530 +6%
BIMC
1054
Benson Investment Management Company
Virginia
$3.83M +$9.29K +60 +0.2%
LWANC
1055
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.81M -$82.3K -532 -2%
PWM
1056
Peterson Wealth Management
Nevada
$3.81M -$9.13K -59 -0.2%
HPIA
1057
Hamilton Point Investment Advisors
North Carolina
$3.81M -$18.1K -117 -0.5%
TCA
1058
Transcend Capital Advisors
New Jersey
$3.77M -$477K -3,079 -12%
CFA
1059
Carroll Financial Associates
North Carolina
$3.77M +$37.9K +245 +1%
TPA
1060
Trivium Point Advisory
Connecticut
$3.76M +$30.6K +198 +0.8%
GCM
1061
Gabalex Capital Management
New York
$3.76M +$1.55M +10,000 +67%
HCM
1062
Hodges Capital Management
Texas
$3.76M +$867K +5,599 +29%
STC
1063
Sarah T. Connolly
$3.75M -$26.6K -172 -0.7%
SC
1064
Searle & Co
Connecticut
$3.74M – – –
RP
1065
Riverbridge Partners
Minnesota
$3.73M -$85.4K -552 -2%
PL
1066
Plancorp LLC
Missouri
$3.72M +$33.3K +215 +0.9%
DCM
1067
Delta Capital Management
New Jersey
$3.72M -$774 -5 -0%
CVM
1068
Cheviot Value Management
California
$3.71M -$15K -97 -0.4%
PWS
1069
Peloton Wealth Strategists
Indiana
$3.71M -$31K -200 -0.8%
CBN
1070
Cadence Bank NA
Texas
$3.69M +$48.6K +314 +1%
MC
1071
Mathes Company
New York
$3.69M -$207K -1,335 -5%
CCM
1072
Cinctive Capital Management
New York
$3.68M -$1.82M -11,783 -33%
HKIM
1073
Hayek Kallen Investment Management
Alabama
$3.68M -$100K -647 -3%
HZ
1074
Hixon Zuercher
Ohio
$3.67M +$50.9K +329 +1%
SC
1075
Schulhoff & Co
Ohio
$3.67M -$76.5K -494 -2%
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