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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1226
RB Capital Management
Nevada
$2.71M +$308K +2,244 +13%
CIA
1227
CSat Investment Advisory
Michigan
$2.7M +$342K +2,495 +15%
FM
1228
Family Management
New York
$2.7M +$2.62M +19,088 New
IC
1229
Investment Counsel
Michigan
$2.69M -$404K -2,947 -13%
S
1230
SignatureFD
Georgia
$2.69M -$56.5K -412 -2%
ST
1231
Somerset Trust
Pennsylvania
$2.69M +$82.1K +598 +3%
MPAM
1232
Murphy Pohlad Asset Management
Minnesota
$2.68M – – –
BIP
1233
Brandes Investment Partners
California
$2.68M +$135K +983 +6%
CFA
1234
CWS Financial Advisors
Michigan
$2.68M -$8.51K -62 -0.3%
WKWM
1235
Walter & Keenan Wealth Management
Indiana
$2.67M -$350K -2,550 -12%
PWA
1236
Phoenix Wealth Advisors
North Carolina
$2.66M +$111K +811 +4%
ICP
1237
Ironvine Capital Partners
Nebraska
$2.66M -$21.7K -158 -0.8%
BBI
1238
Baxter Bros Inc
Connecticut
$2.66M -$130K -946 -5%
IC
1239
Inscription Capital
Texas
$2.66M +$11.7K +85 +0.5%
TBNY
1240
Trustco Bank (New York)
New York
$2.64M -$28.5K -208 -1%
ECM
1241
Evergreen Capital Management
Washington
$2.64M -$613K -4,468 -19%
TCA
1242
Transcend Capital Advisors
New Jersey
$2.64M -$89.9K -655 -3%
SEEDPG
1243
S.E.E.D. Planning Group
New York
$2.64M -$59.7K -435 -2%
OCM
1244
Orser Capital Management
Texas
$2.63M -$141K -1,025 -5%
GWM
1245
GSB Wealth Management
Connecticut
$2.62M +$2.54M +18,543 New
BFA
1246
Benedict Financial Advisors
Georgia
$2.62M +$2.32M +16,879 +1,032%
GC
1247
Gratus Capital
Georgia
$2.61M +$12.2K +89 +0.5%
WA1
1248
Wimmer Associates 1
California
$2.61M -$157K -1,146 -6%
VNA
1249
Valley National Advisers
Pennsylvania
$2.61M -$27.6K -201 -1%
YWP
1250
YorkBridge Wealth Partners
New York
$2.6M +$871K +6,351 +53%
48 49
50
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