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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1226
Winton Group
United Kingdom
$2.47M -$7.23M -54,846 -75%
GC
1227
Gratus Capital
Georgia
$2.46M -$14.8K -112 -0.6%
OSNBOA
1228
Old Second National Bank of Aurora
Illinois
$2.46M +$171K +1,300 +8%
TPA
1229
Trivium Point Advisory
Connecticut
$2.46M +$199K +1,510 +9%
BCM
1230
Brookmont Capital Management
Texas
$2.46M -$473K -3,590 -16%
MCWS
1231
McKinley Carter Wealth Services
West Virginia
$2.45M +$34K +258 +1%
NDSI
1232
Newman Dignan & Sheerar Inc
Rhode Island
$2.45M +$13.3K +101 +0.6%
IWC
1233
Integrated Wealth Concepts
Massachusetts
$2.45M +$241K +1,827 +11%
MA
1234
Mutual Advisors
Nebraska
$2.44M +$576K +4,369 +31%
HHAA
1235
Henry H. Armstrong Associates
Pennsylvania
$2.44M +$30.3K +230 +1%
SIMM
1236
Stillwater Investment Management (Minnesota)
Minnesota
$2.43M +$16.3K +124 +0.7%
DAC
1237
Dividend Assets Capital
South Carolina
$2.43M -$204K -1,544 -8%
EP
1238
Eudaimonia Partners
Tennessee
$2.42M +$20.6K +156 +0.9%
TSW
1239
Thompson Siegel & Walmsley
Virginia
$2.42M -$454K -3,443 -16%
CCMD
1240
Cypress Capital Management (Delaware)
Delaware
$2.41M +$93.6K +710 +4%
TA
1241
Tiedemann Advisors
New York
$2.4M +$25.2K +191 +1%
LFA
1242
Lighthouse Financial Advisors
Maryland
$2.4M +$88.1K +668 +4%
AWE
1243
Avidian Wealth Enterprises
Texas
$2.4M +$685K +5,196 +40%
AIM
1244
AMI Investment Management
Indiana
$2.4M -$178K -1,354 -7%
TBNY
1245
Trustco Bank (New York)
New York
$2.4M -$6.59K -50 -0.3%
HFBOT
1246
Home Federal Bank of Tennessee
Tennessee
$2.4M -$40.2K -305 -2%
EA
1247
Ellsworth Advisors
Ohio
$2.4M +$2.39M +18,123 New
DT
1248
Diversified Trust
Tennessee
$2.4M -$398K -3,023 -14%
CG
1249
CFO4Life Group
Texas
$2.39M -$58.9K -447 -2%
TF
1250
TRH Financial
Iowa
$2.38M +$2.34M +17,768 New
48 49
50
51 52