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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UHC
1151
Union Heritage Capital
Michigan
$3.92M – – –
TPI
1152
Trust Point Inc
Wisconsin
$3.92M +$3.82M +23,052 New
NW
1153
NewEdge Wealth
Pennsylvania
$3.91M -$2.24M -13,486 -37%
PP
1154
Pegasus Partners
Wisconsin
$3.91M -$276K -1,663 -7%
CT
1155
Chicago Trust
Illinois
$3.91M -$510K -3,077 -12%
DI
1156
DFPG Investments
Utah
$3.91M +$63.5K +383 +2%
CBA
1157
Coastal Bridge Advisors
Connecticut
$3.9M +$4.81K +29 +0.1%
CCG
1158
Chatham Capital Group
Georgia
$3.9M -$102K -615 -3%
ACM
1159
Alpha Capital Management
Texas
$3.9M +$120K +726 +3%
NFC
1160
Northeast Financial Consultants
Connecticut
$3.89M +$1.33K +8 +0%
MC
1161
Mathes Company
New York
$3.88M -$12.4K -75 -0.3%
EL
1162
Essex LLC
Illinois
$3.87M -$19.1K -115 -0.5%
GA
1163
Geller Advisors
New York
$3.86M +$1M +6,056 +37%
BMO
1164
Beck Mack & Oliver
New York
$3.85M – – –
AC
1165
Asio Capital
Kentucky
$3.84M +$93.4K +563 +3%
EF
1166
Exeter Financial
Arizona
$3.82M +$91.7K +553 +2%
BMA
1167
Brooks Moore & Associates
Tennessee
$3.82M +$297K +1,790 +9%
AG
1168
AlTi Global
New York
$3.81M +$3.69M +22,279 New
FFA
1169
Fragasso Financial Advisors
Pennsylvania
$3.8M +$488K +2,942 +15%
IAG
1170
Investmark Advisory Group
Connecticut
$3.8M +$11.3K +68 +0.3%
AIM
1171
Artemis Investment Management
United Kingdom
$3.8M -$3.47M -20,912 -48%
SC
1172
Schulhoff & Co
Ohio
$3.8M -$17.4K -105 -0.5%
SNB
1173
Security National Bank
Nebraska
$3.8M -$151K -909 -4%
WCM
1174
Winthrop Capital Management
Indiana
$3.79M +$3.7M +22,297 New
JCM
1175
Jag Capital Management
Missouri
$3.78M -$663 -4 -0%
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