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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIBOI
1151
First International Bank of Israel
$3.47M -$1.13M -7,265 -25%
1WA
1152
180 Wealth Advisors
Washington
$3.45M +$129K +830 +4%
BSA
1153
Bull Street Advisors
Georgia
$3.45M -$16.7K -107 -0.5%
RSWM
1154
Robertson Stephens Wealth Management
California
$3.45M -$174K -1,119 -5%
SP
1155
Sequent Planning
Nebraska
$3.41M +$36.5K +234 +1%
HAS
1156
HBW Advisory Services
California
$3.41M -$296K -1,900 -8%
EPW
1157
Evolve Private Wealth
California
$3.41M -$920K -5,905 -21%
PMIA
1158
Patrick Mauro Investment Advisor
Illinois
$3.41M -$3.51M -22,556 -51%
FPB
1159
First PREMIER Bank
South Dakota
$3.4M -$81.2K -521 -2%
GIA
1160
Gladstone Institutional Advisory
Florida
$3.39M +$287K +1,840 +9%
SC
1161
Schulhoff & Co
Ohio
$3.39M +$1.56K +10 +0%
RWFS
1162
Rayburn West Financial Services
Tennessee
$3.37M +$35.7K +229 +1%
LS
1163
Leelyn Smith
Illinois
$3.36M +$177K +1,139 +6%
SWM
1164
Sendero Wealth Management
Texas
$3.36M -$57K -366 -2%
IHL
1165
Investment House LLC
California
$3.35M -$54.5K -350 -2%
WCM
1166
Winthrop Capital Management
Indiana
$3.35M -$139K -890 -4%
CT
1167
Chicago Trust
Illinois
$3.35M -$137K -878 -4%
JWM
1168
JPL Wealth Management
Colorado
$3.34M -$10.4K -67 -0.3%
APIM
1169
Agate Pass Investment Management
Washington
$3.34M -$130K -834 -4%
BA
1170
BCM Advisors
Louisiana
$3.33M – – –
PFS
1171
Physicians Financial Services
North Carolina
$3.32M +$152K +976 +5%
BBWA
1172
Bell & Brown Wealth Advisors
California
$3.32M +$70K +449 +2%
SAM
1173
Smartleaf Asset Management
Massachusetts
$3.32M +$317K +2,035 +11%
IWA
1174
Icon Wealth Advisors
Texas
$3.31M -$30.9K -198 -0.9%
ZIG
1175
Zuckerman Investment Group
Illinois
$3.31M +$115K +738 +4%
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