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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
1301
Zeke Capital Advisors
Pennsylvania
$1.49M +$272K +2,375 +23%
MPIA
1302
Mountain Pacific Investment Advisers
Idaho
$1.48M +$34.4K +300 +2%
ST
1303
Somerset Trust
Pennsylvania
$1.48M +$40.4K +352 +3%
AP
1304
Atwood & Palmer
Missouri
$1.48M +$74.6K +650 +5%
DAM
1305
Doheny Asset Management
California
$1.48M – – –
SA
1306
Strategic Advisors
New York
$1.47M -$255K -2,226 -15%
CCA
1307
Checchi Capital Advisers
California
$1.47M -$170K -1,486 -10%
GAM
1308
Gould Asset Management
California
$1.47M +$66K +575 +5%
SJIM
1309
St. Johns Investment Management
Florida
$1.46M -$344 -3 -0%
MSS
1310
Mitchell Sinkler & Starr
Pennsylvania
$1.46M +$24.1K +210 +2%
MMPW
1311
Mitchell McLeod Pugh & Williams
Alabama
$1.46M – – –
SG
1312
StoneX Group
New York
$1.46M +$1.45M +12,654 New
NGA
1313
Naples Global Advisors
Florida
$1.46M -$7.8K -68 -0.5%
YWP
1314
YorkBridge Wealth Partners
New York
$1.45M +$43K +375 +3%
JDR
1315
Jay D. Rosenbaum
$1.45M -$25.2K -220 -2%
TP
1316
Truvvo Partners
New York
$1.45M – – –
CL
1317
Choreo LLC
Illinois
$1.44M -$63.8K -556 -4%
WP
1318
WealthPLAN Partners
Nebraska
$1.44M +$1.4M +12,205 +4,209%
WAM
1319
Wolverine Asset Management
Illinois
$1.44M +$1.43M +12,500 New
QI
1320
Quotient Investors
New York
$1.43M -$385K -3,354 -21%
GC
1321
Grimes & Company
Massachusetts
$1.43M – – –
BWP
1322
BSW Wealth Partners
Colorado
$1.43M +$828K +7,220 +139%
PFS
1323
Physicians Financial Services
North Carolina
$1.41M -$111K -967 -7%
MIAN
1324
Mariner Independent Advisor Network
Kansas
$1.41M +$19.2K +167 +1%
HCMNY
1325
Howard Capital Management (New York)
New York
$1.41M – – –
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