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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1201
BCM Advisors
Louisiana
$3.18M -$6.39K -39 -0.2%
GM
1202
GeoWealth Management
Illinois
$3.18M +$578K +3,526 +20%
HCM
1203
Hengehold Capital Management
Ohio
$3.18M +$52.8K +322 +2%
NG
1204
Norden Group
Utah
$3.16M +$296K +1,805 +10%
HT
1205
Heritage Trust
Oklahoma
$3.16M +$3.4M +20,760 New
ATC
1206
Adirondack Trust Company
New York
$3.15M -$98.1K -599 -3%
JWM
1207
JPL Wealth Management
Colorado
$3.15M +$3.39M +20,689 New
FAM
1208
Formidable Asset Management
Ohio
$3.14M +$8.03K +49 +0.2%
AFA
1209
AllGen Financial Advisors
Florida
$3.14M +$74.9K +457 +2%
SSW
1210
Smith Shellnut Wilson
Mississippi
$3.13M -$1.15K -7 -0%
JCM
1211
Jag Capital Management
Missouri
$3.12M +$17.4K +106 +0.5%
BWP
1212
Burling Wealth Partners
Illinois
$3.12M +$3.36M +20,526 New
BO
1213
Bank OZK
Arkansas
$3.12M -$94.2K -575 -3%
RBA
1214
Richard Bernstein Advisors
New York
$3.12M +$3.36M +20,490 New
ECML
1215
Eagle Capital Management (Louisiana)
Louisiana
$3.11M -$33.3K -203 -1%
SLI
1216
Sumitomo Life Insurance
Japan
$3.11M -$53.7K -328 -2%
MWM
1217
Mission Wealth Management
California
$3.11M -$451K -2,750 -12%
CCA
1218
Cadent Capital Advisors
Oklahoma
$3.11M -$45.1K -275 -1%
LNB
1219
Ledyard National Bank
$3.09M -$83.6K -510 -2%
LC
1220
Lindbrook Capital
California
$3.09M -$1.07M -6,530 -24%
MSA
1221
MUFG Securities Americas
New York
$3.08M +$3.32M +20,253 New
ZF
1222
Zhang Financial
Michigan
$3.08M +$218K +1,330 +7%
CT
1223
Coastline Trust
Rhode Island
$3.08M -$377K -2,299 -10%
VSQM
1224
V-Square Quantitative Management
Illinois
$3.07M +$250K +1,528 +8%
RA
1225
Ransom Advisory
Rhode Island
$3.07M +$178K +1,085 +6%
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