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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1201
180 Wealth Advisors
Washington
$2.68M +$111K +821 +4%
IC
1202
Inscription Capital
Texas
$2.68M -$772K -5,728 -22%
FFA
1203
Fragasso Financial Advisors
Pennsylvania
$2.68M -$164K -1,217 -6%
SMFG
1204
Sumitomo Mitsui Financial Group
Japan
$2.67M -$329K -2,442 -11%
CT
1205
Coastline Trust
Rhode Island
$2.66M -$21.4K -159 -0.8%
OAM
1206
Oak Asset Management
California
$2.66M +$12.7K +94 +0.5%
SWM
1207
Shakespeare Wealth Management
Wisconsin
$2.65M -$186K -1,384 -6%
QI
1208
Qtron Investments
Massachusetts
$2.65M – – –
GRP
1209
Global Retirement Partners
California
$2.65M +$2.7M +20,034 New
PL
1210
Perpetual Ltd
Australia
$2.64M +$1.09M +8,082 +68%
BBWA
1211
Bell & Brown Wealth Advisors
California
$2.63M +$38.8K +288 +1%
BSA
1212
Bull Street Advisors
Georgia
$2.63M +$9.97K +74 +0.4%
MNBTD
1213
Moody National Bank Trust Division
Texas
$2.62M +$88.9K +660 +3%
BO
1214
Bank OZK
Arkansas
$2.62M -$50K -371 -2%
SW
1215
StrongBox Wealth
Missouri
$2.61M +$287K +2,128 +12%
ZF
1216
Zhang Financial
Michigan
$2.61M -$2.42K -18 -0.1%
I
1217
InvesTrust
Oklahoma
$2.6M -$2.96M -21,969 -53%
BC
1218
Burney Company
Virginia
$2.6M -$360K -2,675 -12%
PCG
1219
PFC Capital Group
California
$2.6M -$457K -3,395 -15%
RWM
1220
Rockline Wealth Management
New York
$2.59M -$19.9K -148 -0.8%
III
1221
Independent Investors Inc
New York
$2.57M – – –
RCM
1222
Radnor Capital Management
Pennsylvania
$2.56M +$20.2K +150 +0.8%
DGM
1223
Delta Global Management
New York
$2.55M +$335K +2,485 +15%
ZIG
1224
Zuckerman Investment Group
Illinois
$2.55M +$359K +2,668 +16%
IA
1225
IFP Advisors
Florida
$2.54M -$58.6K -435 -2%
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