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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
1226
Integrated Advisors Network
Texas
$3.42M -$3.1M -18,046 -47%
QCM
1227
Qsemble Capital Management
New York
$3.42M +$3.45M +20,104 New
BFPW
1228
BOK Financial Private Wealth
Colorado
$3.42M +$490K +2,855 +17%
NF
1229
Nvest Financial
New Hampshire
$3.42M +$59.1K +344 +2%
SS
1230
Sunbelt Securities
Texas
$3.42M -$255K -1,483 -7%
CSA
1231
Cottage Street Advisors
Massachusetts
$3.41M -$4.29K -25 -0.1%
TSWM
1232
Triangle Securities Wealth Management
North Carolina
$3.4M -$21.3K -124 -0.6%
III
1233
Independent Investors Inc
New York
$3.39M – – –
DAS
1234
Diversify Advisory Services
Utah
$3.39M -$730K -4,251 -18%
GI
1235
GS Investments
Minnesota
$3.38M +$5.67K +33 +0.2%
SM
1236
STF Management
Texas
$3.38M -$324K -1,885 -9%
MCB
1237
Morton Community Bank
Illinois
$3.38M +$8.07K +47 +0.2%
CS
1238
Crescent Sterling
Louisiana
$3.37M -$35K -204 -1%
NG
1239
Northstar Group
New York
$3.36M +$4.29K +25 +0.1%
SWM
1240
Sendero Wealth Management
Texas
$3.36M -$211K -1,227 -6%
RCM
1241
Radnor Capital Management
Pennsylvania
$3.36M +$3.39M +19,746 New
WWA
1242
WCG Wealth Advisors
Nevada
$3.35M +$153K +893 +5%
MNBTD
1243
Moody National Bank Trust Division
Texas
$3.34M +$158K +918 +5%
WG
1244
Watchman Group
Texas
$3.34M -$137K -798 -4%
BSA
1245
Bull Street Advisors
Georgia
$3.33M -$128K -747 -4%
PCM
1246
Palisade Capital Management
New Jersey
$3.33M -$359K -2,090 -10%
KC
1247
Kinloch Capital
Virginia
$3.32M -$80.9K -471 -2%
CAG
1248
Csenge Advisory Group
Florida
$3.32M -$197K -1,149 -6%
TPI
1249
Trust Point Inc
Wisconsin
$3.32M +$138K +806 +4%
HNB
1250
Hilltop National Bank
Wyoming
$3.29M -$51.9K -302 -2%
48 49
50
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