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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1176
Sequent Planning
Nebraska
$3.26M +$8.04K +54 +0.2%
OFA
1177
Oak Family Advisors
Illinois
$3.26M +$3.23M +21,734 New
VIA
1178
Vickerman Investment Advisors
Washington
$3.25M +$550K +3,693 +21%
WAC
1179
William Allan Corp
Colorado
$3.25M +$1.12M +7,539 +53%
CCB
1180
Country Club Bank
Missouri
$3.23M -$58K -390 -2%
FFA
1181
Fragasso Financial Advisors
Pennsylvania
$3.22M +$51.1K +343 +2%
SWM
1182
Shakespeare Wealth Management
Wisconsin
$3.22M +$2.68K +18 +0.1%
RCA
1183
Resonant Capital Advisors
Wisconsin
$3.22M +$55.1K +370 +2%
IIA
1184
ICW Investment Advisors
Arizona
$3.21M +$49.1K +330 +2%
GLF
1185
Groupe la Francaise
France
$3.21M -$3.89M -26,115 -55%
AG
1186
AlTi Global
New York
$3.2M +$14.6K +98 +0.5%
RIA
1187
Regal Investment Advisors
Michigan
$3.19M -$1.02M -6,837 -24%
TSMHT
1188
Thurston Springer Miller Herd & Titak
Indiana
$3.17M +$517K +3,475 +20%
HIP
1189
HUB Investment Partners
Texas
$3.17M -$113K -762 -3%
SIAG
1190
Signet Investment Advisory Group
Rhode Island
$3.17M +$308K +2,068 +11%
ST
1191
Somerset Trust
Pennsylvania
$3.16M +$166K +1,116 +6%
PWS
1192
Peloton Wealth Strategists
Indiana
$3.16M -$149K -1,000 -5%
OCM
1193
Olstein Capital Management
New York
$3.15M +$3.13M +21,000 New
FMB
1194
Field & Main Bank
Kentucky
$3.14M +$180K +1,208 +6%
UAS
1195
United Asset Strategies
New York
$3.14M +$1.27M +8,517 +69%
RA
1196
Ransom Advisory
Rhode Island
$3.13M +$103K +689 +3%
SM
1197
STF Management
Texas
$3.13M -$12.2K -82 -0.4%
MCB
1198
Morton Community Bank
Illinois
$3.13M +$108K +725 +4%
SSW
1199
Smith Shellnut Wilson
Mississippi
$3.13M +$40.5K +272 +1%
SWM
1200
Sendero Wealth Management
Texas
$3.13M +$124K +833 +4%
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