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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1276
Symphony Financial
Texas
$2.69M +$218K +1,402 +9%
LAM
1277
Lummis Asset Management
Texas
$2.69M -$98.3K -631 -4%
FWTB
1278
First Western Trust Bank
Colorado
$2.68M -$112K -718 -4%
BAM
1279
Belpointe Asset Management
Nevada
$2.68M -$209K -1,341 -7%
WB
1280
Webster Bank
Connecticut
$2.68M -$15.9K -102 -0.6%
NG
1281
Northstar Group
New York
$2.67M -$134K -860 -5%
SW
1282
Simplicity Wealth
New Jersey
$2.67M +$51.7K +332 +2%
DM
1283
Diversified Management
Wisconsin
$2.66M +$559K +3,585 +26%
TA
1284
Townsend & Associates
Colorado
$2.66M -$3.27K -21 -0.1%
OIA
1285
Oakmont Investment Advisors
Pennsylvania
$2.66M -$224K -1,440 -8%
SI
1286
Sava Infond
Slovenia
$2.66M – – –
SMC
1287
Smith, Moore & Co
Missouri
$2.65M -$44.9K -288 -2%
AWA
1288
Arete Wealth Advisors
Illinois
$2.65M -$33.5K -215 -1%
CFG
1289
Chapman Financial Group
Hawaii
$2.64M -$75.9K -487 -3%
RA
1290
RFG Advisory
Alabama
$2.64M +$400K +2,569 +18%
PL
1291
Perpetual Ltd
Australia
$2.64M +$239K +1,532 +10%
ATC
1292
Adirondack Trust Company
New York
$2.64M -$103K -663 -4%
FCP
1293
Fidelis Capital Partners
Florida
$2.64M -$229K -1,469 -8%
CWM
1294
CMH Wealth Management
New Hampshire
$2.63M +$2.64M +16,953 New
MSS
1295
Mitchell Sinkler & Starr
Pennsylvania
$2.63M -$63.9K -410 -2%
DCM
1296
Donaldson Capital Management
Indiana
$2.63M -$526K -3,373 -17%
ST
1297
Sentinel Trust
Texas
$2.63M – – –
LNB
1298
Ledyard National Bank
$2.63M -$111K -710 -4%
ORG
1299
Optimist Retirement Group
Washington
$2.62M -$77.3K -496 -3%
I
1300
InvesTrust
Oklahoma
$2.61M +$19.5K +125 +0.7%
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