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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1226
Ipswich Investment Management
Massachusetts
$3.02M -$283K -1,815 -9%
AAB
1227
ABN AMRO Bank
Netherlands
$3.02M +$845K +5,423 +39%
HP
1228
Havemeyer Place
Connecticut
$3.01M +$1.68M +10,790 +125%
PT
1229
Plimoth Trust
Massachusetts
$3.01M -$63.4K -407 -2%
FPCP
1230
Fort Point Capital Partners
California
$3.01M -$508K -3,262 -14%
AWM
1231
Angeles Wealth Management
California
$3.01M +$79.6K +511 +3%
FBT
1232
First Bank & Trust
South Dakota
$2.99M +$389K +2,496 +15%
CD
1233
Chapin Davis
Maryland
$2.99M +$39.3K +252 +1%
GWP
1234
Gateway Wealth Partners
Wisconsin
$2.98M +$1.85M +11,890 +162%
BC
1235
Burney Company
Virginia
$2.98M -$63.4K -407 -2%
DCM
1236
Delta Capital Management
New Jersey
$2.98M – – –
DAS
1237
DMKC Advisory Services
Iowa
$2.97M +$315K +2,021 +12%
EWM
1238
Empirical Wealth Management
Washington
$2.95M -$134K -862 -4%
LWA
1239
Lineweaver Wealth Advisors
Ohio
$2.95M -$138K -887 -4%
AB
1240
ANB Bank
Colorado
$2.94M -$156 -1 -0%
KCP
1241
Kera Capital Partners
California
$2.94M +$50.6K +325 +2%
BO
1242
Bank OZK
Arkansas
$2.91M -$61.9K -397 -2%
BWP
1243
Baldwin Wealth Partners
Massachusetts
$2.9M -$1.16M -7,436 -28%
FAP
1244
Financial Advisory Partners
Florida
$2.9M +$43.6K +280 +2%
PCG
1245
PFC Capital Group
California
$2.9M -$38.2K -245 -1%
CAM
1246
Close Asset Management
United Kingdom
$2.9M +$142K +910 +5%
WWM
1247
Wolff Wiese Magana
California
$2.89M +$100K +643 +4%
CWA
1248
Carolina Wealth Advisors
South Carolina
$2.89M +$2.76M +17,710 +1,999%
JCM
1249
Jag Capital Management
Missouri
$2.87M -$4.52K -29 -0.2%
CWM
1250
Cordatus Wealth Management
Pennsylvania
$2.87M +$39.3K +252 +1%
48 49
50
51 52