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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1176
Crescent Sterling
Louisiana
$3.84M +$3.8M +21,280 New
SWA
1177
Stratos Wealth Advisors
Ohio
$3.84M +$825K +4,628 +28%
SWM
1178
Shakespeare Wealth Management
Wisconsin
$3.84M -$1.78K -10 -0%
BMA
1179
Brooks Moore & Associates
Tennessee
$3.84M +$2.14K +12 +0.1%
BA
1180
Bristlecone Advisors
Washington
$3.83M -$21.2K -119 -0.6%
WG
1181
Watchman Group
Texas
$3.83M +$25K +140 +0.7%
SSW
1182
Smith Shellnut Wilson
Mississippi
$3.83M -$1.78K -10 -0%
FWM
1183
Fairhaven Wealth Management
Illinois
$3.82M +$140K +787 +4%
CAAS
1184
Capital Asset Advisory Services
Michigan
$3.81M +$67.4K +378 +2%
AMIM
1185
Aull & Monroe Investment Management
Alabama
$3.81M -$57.1K -320 -1%
TA
1186
Tiedemann Advisors
New York
$3.8M -$5.89K -33 -0.2%
HT
1187
Heritage Trust
Oklahoma
$3.78M +$151K +849 +4%
PFS
1188
Physicians Financial Services
North Carolina
$3.77M – – –
ST
1189
Somerset Trust
Pennsylvania
$3.77M -$32.5K -182 -0.9%
PCM
1190
Penserra Capital Management
California
$3.76M +$3.72M +20,830 New
TFP
1191
Tilia Fiduciary Partners
North Carolina
$3.75M – – –
RIA
1192
Regal Investment Advisors
Michigan
$3.75M +$156K +875 +4%
LIM
1193
Leavell Investment Management
Alabama
$3.75M -$84.7K -475 -2%
VCA
1194
Verdence Capital Advisors
Maryland
$3.74M -$47.1K -264 -1%
BA
1195
BCM Advisors
Louisiana
$3.73M – – –
TCM
1196
Teza Capital Management
Illinois
$3.73M +$491K +2,754 +15%
IAG
1197
Investmark Advisory Group
Connecticut
$3.72M +$127K +712 +4%
VWA
1198
V Wealth Advisors
Kansas
$3.7M -$1.46M -8,159 -28%
OPS
1199
Orion Portfolio Solutions
Nebraska
$3.7M +$395K +2,213 +12%
NG
1200
Northstar Group
New York
$3.69M – – –
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