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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1176
OneDigital Investment Advisors
Kansas
$3.08M +$133K +933 +5%
EA
1177
Ellsworth Advisors
Ohio
$3.08M +$375K +2,635 +15%
JCM
1178
Jag Capital Management
Missouri
$3.08M +$14.5K +102 +0.5%
EBT
1179
Enterprise Bank & Trust
Massachusetts
$3.07M +$119K +840 +4%
IFAM
1180
Institutional & Family Asset Management
Colorado
$3.06M -$203K -1,429 -6%
ESB
1181
Essex Savings Bank
Connecticut
$3.06M -$14.9K -105 -0.5%
CASB
1182
Cape Ann Savings Bank
Massachusetts
$3.06M +$2.94M +20,652 New
SWM
1183
Shakespeare Wealth Management
Wisconsin
$3.06M – – –
VWA
1184
V Wealth Advisors
Kansas
$3.06M +$2.09M +14,721 +250%
BFO
1185
Biltmore Family Office
North Carolina
$3.05M -$19.3K -136 -0.7%
BMA
1186
Brooks Moore & Associates
Tennessee
$3.05M – – –
ATFA
1187
All Terrain Financial Advisors
Minnesota
$3.05M +$120K +846 +4%
WG
1188
Watchman Group
Texas
$3.05M -$49K -345 -2%
MIAN
1189
Mariner Independent Advisor Network
Kansas
$3.05M +$1.12M +7,870 +62%
PFS
1190
Physicians Financial Services
North Carolina
$3.04M -$112K -785 -4%
NGA
1191
Naples Global Advisors
Florida
$3.02M -$55.7K -392 -2%
LWM
1192
Lyell Wealth Management
California
$3.02M +$414K +2,913 +17%
AFM
1193
Abbot Financial Management
Massachusetts
$3.01M -$53.3K -375 -2%
SFA
1194
Souders Financial Advisors
Ohio
$3M +$40.5K +285 +1%
ATC
1195
Adirondack Trust Company
New York
$2.99M -$54.7K -385 -2%
EH
1196
Equitable Holdings
New York
$2.99M +$25.7K +181 +0.9%
B
1197
Barings
North Carolina
$2.99M -$7.32M -51,489 -72%
MWM
1198
Mission Wealth Management
California
$2.98M +$422K +2,967 +17%
BPA
1199
Beacon Pointe Advisors
California
$2.98M +$1.54M +10,839 +118%
FMTCOCP
1200
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.97M -$16.3K -115 -0.6%
46 47
48
49 50