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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1226
Ironvine Capital Partners
Nebraska
$2.81M – – –
CFA
1227
CWS Financial Advisors
Michigan
$2.81M +$39.8K +280 +1%
MPAM
1228
Murphy Pohlad Asset Management
Minnesota
$2.81M – – –
TA
1229
Tiedemann Advisors
New York
$2.81M +$90.7K +638 +4%
ZB
1230
Zions Bancorporation
Utah
$2.81M +$83.4K +587 +3%
CIP
1231
Capital Insight Partners
Arizona
$2.81M +$12.8K +90 +0.5%
TBNY
1232
Trustco Bank (New York)
New York
$2.8M +$108K +760 +4%
IC
1233
Inscription Capital
Texas
$2.79M +$240K +1,690 +10%
AAM
1234
Autus Asset Management
Arizona
$2.79M -$48K -338 -2%
LFA
1235
Lighthouse Financial Advisors
Maryland
$2.79M +$40.5K +285 +2%
VVP
1236
Venture Visionary Partners
Ohio
$2.78M +$2.05M +14,419 +333%
PFO
1237
Pathstone Family Office
New Jersey
$2.78M +$2.29M +16,084 +611%
MWM
1238
Meridian Wealth Management
Kentucky
$2.77M +$590K +4,149 +28%
CP
1239
Cumberland Partners
Ontario, Canada
$2.77M -$7.68M -54,007 -74%
VNA
1240
Valley National Advisers
Pennsylvania
$2.76M -$129K -906 -5%
IWM
1241
IHT Wealth Management
Illinois
$2.76M +$487K +3,425 +23%
HVM
1242
Harvest Volatility Management
Connecticut
$2.75M +$2.64M +18,554 New
LDB
1243
Lee, Danner & Bass
Tennessee
$2.75M -$58.4K -411 -2%
BWP
1244
BSW Wealth Partners
Colorado
$2.74M +$287K +2,020 +12%
MCWS
1245
McKinley Carter Wealth Services
West Virginia
$2.74M -$24.9K -175 -0.9%
ST
1246
Somerset Trust
Pennsylvania
$2.73M -$4.55K -32 -0.2%
BWAM
1247
Boyd Watterson Asset Management
Ohio
$2.73M +$31.4K +221 +1%
GC
1248
Gratus Capital
Georgia
$2.73M +$71.4K +502 +3%
IA
1249
IFP Advisors
Florida
$2.72M -$285K -2,008 -10%
MCP
1250
Martin Capital Partners
Oregon
$2.72M +$13.4K +94 +0.5%
48 49
50
51 52