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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MR
1226
Munich Reinsurance
$2.81M +$197K +1,338 +7%
PTP
1227
Platform Technology Partners
New York
$2.8M +$73.3K +499 +3%
GHA
1228
GW Henssler & Associates
Georgia
$2.8M -$14.9M -101,491 -84%
CT
1229
Coastline Trust
Rhode Island
$2.8M -$9.26K -63 -0.3%
III
1230
Independent Investors Inc
New York
$2.79M – – –
GWI
1231
Grace & White Inc
New York
$2.79M -$597K -4,065 -17%
RIL
1232
Rothschild Investment LLC
Illinois
$2.77M +$112K +760 +4%
IIL
1233
Insight Inv LLC
California
$2.77M +$386K +2,625 +16%
MWM
1234
Modern Wealth Management
Kansas
$2.77M +$103K +704 +4%
RCM
1235
Radnor Capital Management
Pennsylvania
$2.76M -$42.9K -292 -1%
SAM
1236
Smartleaf Asset Management
Massachusetts
$2.76M +$414K +2,815 +17%
DCM
1237
Delta Capital Management
New Jersey
$2.75M -$376K -2,560 -12%
CWA
1238
Crusonia Wealth Advisors
Colorado
$2.75M +$2.82M +19,194 New
BO
1239
Bank OZK
Arkansas
$2.74M -$60.4K -411 -2%
MWM
1240
Mission Wealth Management
California
$2.74M +$321K +2,182 +13%
AWM
1241
Angeles Wealth Management
California
$2.73M +$660K +4,492 +31%
BHBT
1242
Burke & Herbert Bank & Trust
Virginia
$2.73M -$315K -2,145 -10%
FWM
1243
Finer Wealth Management
Massachusetts
$2.72M +$155K +1,058 +6%
CD
1244
Chapin Davis
Maryland
$2.72M -$82.6K -562 -3%
AB
1245
ANB Bank
Colorado
$2.72M -$8.67K -59 -0.3%
PCG
1246
PFC Capital Group
California
$2.71M -$42.8K -291 -2%
RP
1247
Raelipskie Partnership
Ontario, Canada
$2.7M +$2.77M +18,843 New
KFGK
1248
Keystone Financial Group (Kentucky)
Kentucky
$2.69M -$31.9K -217 -1%
AIM
1249
Anchor Investment Management
South Carolina
$2.68M -$78.8K -536 -3%
PWS
1250
Peloton Wealth Strategists
Indiana
$2.68M -$318K -2,165 -10%
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50
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