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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1201
AlTi Global
New York
$3.54M -$197K -1,149 -5%
LNB
1202
Ledyard National Bank
$3.54M +$187K +1,087 +6%
RCA
1203
Resonant Capital Advisors
Wisconsin
$3.54M +$36.4K +212 +1%
AFG
1204
Argent Financial Group
Louisiana
$3.54M +$3.57M +20,808 New
SLI
1205
Sumitomo Life Insurance
Japan
$3.54M +$64.6K +376 +2%
EL
1206
Essex LLC
Illinois
$3.53M -$52.2K -304 -1%
GAM
1207
Garrison Asset Management
Arkansas
$3.53M -$83K -483 -2%
CCA
1208
Cadent Capital Advisors
Oklahoma
$3.52M +$58.4K +340 +2%
ECML
1209
Eagle Capital Management (Louisiana)
Louisiana
$3.52M +$11.7K +68 +0.3%
FAM
1210
Formidable Asset Management
Ohio
$3.51M +$113K +660 +3%
SSW
1211
Smith Shellnut Wilson
Mississippi
$3.5M +$1.55K +9 +0%
HCM
1212
Hengehold Capital Management
Ohio
$3.5M +$127K +740 +4%
FMB
1213
Field & Main Bank
Kentucky
$3.49M -$515 -3 -0%
KWA
1214
Kingswood Wealth Advisors
California
$3.49M +$1.04M +6,031 +42%
FWP
1215
FAS Wealth Partners
Kansas
$3.48M +$191K +1,109 +6%
JCM
1216
Jag Capital Management
Missouri
$3.48M +$69.2K +403 +2%
PP
1217
Pacifica Partners
Canada
$3.47M +$153K +892 +5%
TI
1218
TrueMark Investments
Illinois
$3.45M +$1.4M +8,143 +67%
PBK
1219
Peoples Bank (Kansas)
Kansas
$3.45M -$52.7K -307 -1%
TYCC
1220
Texas Yale Capital Corp
Florida
$3.44M +$6.01K +35 +0.2%
VPI
1221
Value Partners Investments
Manitoba, Canada
$3.44M +$9.11K +53 +0.3%
AFA
1222
AllGen Financial Advisors
Florida
$3.43M +$330K +1,918 +10%
SWC
1223
Spectrum Wealth Counsel
Indiana
$3.43M -$35.2K -205 -1%
OAM
1224
Oak Asset Management
California
$3.43M -$34K -198 -1%
CWM
1225
Connecticut Wealth Management
Connecticut
$3.43M +$146K +849 +4%
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