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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1051
Sowell Financial Services
Arkansas
$4.86M +$287K +1,640 +7%
PI
1052
Pettee Investors
Connecticut
$4.85M -$8.74K -50 -0.2%
AF
1053
Arrow Financial
New York
$4.83M -$25K -143 -0.5%
ECM
1054
Exchange Capital Management
Michigan
$4.83M -$88.8K -508 -2%
GWI
1055
Grace & White Inc
New York
$4.83M +$69.9K +400 +2%
STC
1056
Sarah T. Connolly
$4.82M -$256K -1,467 -5%
JWCA
1057
J.W. Coons Advisors
Ohio
$4.81M – – –
IFAM
1058
Institutional & Family Asset Management
Colorado
$4.81M +$83.6K +478 +2%
TMAM
1059
Tokio Marine Asset Management
Japan
$4.77M +$526K +3,012 +13%
BKA
1060
Brick & Kyle Associates
Pennsylvania
$4.77M -$1.4K -8 -0%
TCA
1061
Transcend Capital Advisors
New Jersey
$4.76M +$395K +2,261 +9%
CL
1062
Choreo LLC
Illinois
$4.75M +$3.43M +19,649 +306%
WANY
1063
Wealthspire Advisors (New York)
New York
$4.74M -$793K -4,537 -15%
RB
1064
Rodgers Brothers
Pennsylvania
$4.74M -$78.7K -450 -2%
SRC
1065
Shufro Rose & Co
New York
$4.73M -$112K -638 -2%
DAS
1066
Dynamic Advisor Solutions
Arizona
$4.72M +$92.1K +527 +2%
DW
1067
Domani Wealth
Pennsylvania
$4.7M – – –
ADL
1068
Asset Dedication LLC
California
$4.68M +$191K +1,091 +4%
CWS
1069
Confluence Wealth Services
Pennsylvania
$4.67M +$3.15K +18 +0.1%
BFO
1070
Biltmore Family Office
North Carolina
$4.65M +$1.1M +6,312 +33%
CA
1071
Cullinan Associates
Kentucky
$4.64M -$159K -908 -3%
ADIM
1072
Alpha DNA Investment Management
Maryland
$4.63M +$2.81M +16,086 +172%
CT
1073
Chicago Trust
Illinois
$4.63M -$1.73M -9,906 -28%
BFPW
1074
BOK Financial Private Wealth
Colorado
$4.63M +$163K +934 +4%
IIM
1075
Ipswich Investment Management
Massachusetts
$4.61M +$222K +1,270 +5%
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