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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1051
RBA Wealth Management
California
$4.86M +$55K +327 +1%
KFP
1052
KMG Fiduciary Partners
Ohio
$4.85M -$17.8K -106 -0.4%
MIP
1053
Marietta Investment Partners
Wisconsin
$4.81M – – –
IWM
1054
IHT Wealth Management
Illinois
$4.79M +$211K +1,254 +5%
LTI
1055
Laffer Tengler Investments
Tennessee
$4.79M -$326K -1,937 -7%
MC
1056
Mirabaud & Cie
Switzerland
$4.79M +$1.18M +7,000 +34%
FIB
1057
First Interstate Bank
Montana
$4.78M -$150K -891 -3%
UHC
1058
Union Heritage Capital
Michigan
$4.78M +$706K +4,194 +18%
BMC
1059
Beaton Management Company
Massachusetts
$4.76M -$34K -202 -0.7%
PNAA
1060
Pictet North America Advisors
Switzerland
$4.76M +$501K +2,977 +12%
NW
1061
NewEdge Wealth
Pennsylvania
$4.75M +$681K +4,047 +18%
SWK
1062
Stephen W. Kidder
$4.75M -$298K -1,768 -6%
RMCM
1063
Reynders McVeigh Capital Management
Massachusetts
$4.74M -$45.5K -270 -1%
HI
1064
Harbour Investments
Wisconsin
$4.74M +$172K +1,021 +4%
HCA
1065
Harbour Capital Advisors
Virginia
$4.73M +$24.4K +145 +0.5%
ADL
1066
Asset Dedication LLC
California
$4.73M +$177K +1,053 +4%
FIA
1067
FNY Investment Advisers
New York
$4.72M +$4.55M +27,000 New
MMG
1068
Monetary Management Group
Missouri
$4.72M +$57.2K +340 +1%
AAMA
1069
Advanced Asset Management Advisors
Ohio
$4.72M – – –
RIA
1070
Regal Investment Advisors
Michigan
$4.72M +$64.3K +382 +1%
WA
1071
WBH Advisory
Maryland
$4.72M -$167K -991 -4%
SHFA
1072
SS&H Financial Advisors
Michigan
$4.71M -$501K -2,975 -10%
HCM
1073
Hall Capital Management
Rhode Island
$4.7M -$45.8K -272 -1%
MA
1074
Mutual Advisors
Nebraska
$4.7M +$584K +3,468 +15%
FPB
1075
First PREMIER Bank
South Dakota
$4.69M -$77.4K -460 -2%
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