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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1251
Stratos Wealth Advisors
Ohio
$2.66M +$27.1K +186 +1%
BP
1252
Ballentine Partners
Massachusetts
$2.65M -$586K -4,023 -18%
FHB
1253
First Hawaiian Bank
Hawaii
$2.65M -$431K -2,961 -14%
EM
1254
Excalibur Management
Massachusetts
$2.65M -$43K -295 -2%
SIMM
1255
Stillwater Investment Management (Minnesota)
Minnesota
$2.65M -$36.7K -252 -1%
CG
1256
CFO4Life Group
Texas
$2.64M -$13K -89 -0.5%
IIA
1257
ICW Investment Advisors
Arizona
$2.64M +$27.5K +189 +1%
BAM
1258
Bruderman Asset Management
New York
$2.64M +$43.3K +297 +2%
STB
1259
S&T Bank
Pennsylvania
$2.61M +$44K +302 +2%
NIA
1260
Northstar Investment Advisors
Colorado
$2.6M +$4.37K +30 +0.2%
FWM
1261
Fairhaven Wealth Management
Illinois
$2.6M +$172K +1,182 +7%
WA
1262
Wealth Alliance
New York
$2.6M +$2.19K +15 +0.1%
MIAN
1263
Mariner Independent Advisor Network
Kansas
$2.6M +$244K +1,674 +11%
TBNY
1264
Trustco Bank (New York)
New York
$2.6M -$168K -1,150 -6%
GIM
1265
Guardian Investment Management
California
$2.6M +$36.4K +250 +1%
CAS
1266
Cascadia Advisory Services
Oregon
$2.59M +$200K +1,371 +9%
VCA
1267
Verdence Capital Advisors
Maryland
$2.59M +$689K +4,726 +37%
AIP
1268
ARS Investment Partners
New York
$2.59M -$23.7K -163 -0.9%
ACG
1269
Allen Capital Group
Nebraska
$2.58M +$200K +1,371 +9%
ADL
1270
Asset Dedication LLC
California
$2.58M +$342K +2,346 +15%
BCM
1271
Brookmont Capital Management
Texas
$2.58M +$7.14K +49 +0.3%
SP
1272
Symmetry Partners
Connecticut
$2.58M – – –
CAAS
1273
Capital Asset Advisory Services
Michigan
$2.57M +$234K +1,608 +10%
BFO
1274
Biltmore Family Office
North Carolina
$2.57M -$10.9K -75 -0.4%
MWM
1275
Modera Wealth Management
New Jersey
$2.56M +$5.25K +36 +0.2%
49 50
51
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