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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1301
Inlet Private Wealth
Florida
$2.42M +$437 +3 +0%
EP
1302
Eudaimonia Partners
Tennessee
$2.41M +$2.33K +16 +0.1%
FPS
1303
Fieldpoint Private Securities
Connecticut
$2.4M -$40.1K -275 -2%
TA
1304
TFG Advisers
Michigan
$2.4M -$1.46K -10 -0.1%
MMA
1305
Miracle Mile Advisors
California
$2.39M +$115K +787 +5%
VA
1306
Valmark Advisers
Ohio
$2.39M +$91.2K +626 +4%
FLI
1307
Family Legacy Inc
South Carolina
$2.38M +$3.79K +26 +0.2%
IGGA
1308
Iron Gate Global Advisors
Utah
$2.38M +$270K +1,853 +13%
MSS
1309
Mitchell Sinkler & Starr
Pennsylvania
$2.38M +$21.3K +146 +0.9%
AWM
1310
Aries Wealth Management
Maine
$2.38M +$22.6K +155 +1%
OAM
1311
Optimal Asset Management
California
$2.37M – – –
WCM
1312
Wisconsin Capital Management
Wisconsin
$2.37M -$49.5K -340 -2%
FUBT
1313
First United Bank & Trust
Maryland
$2.36M -$246K -1,685 -10%
SFS
1314
Sowell Financial Services
Arkansas
$2.35M -$1.22M -8,355 -35%
AFA
1315
AllGen Financial Advisors
Florida
$2.34M -$42.7K -293 -2%
NONA
1316
Ninety One North America
New York
$2.33M -$219K -1,505 -9%
BOTW
1317
Bank of the West
California
$2.32M -$55.8K -383 -2%
IAS
1318
Investment Advisory Services
Texas
$2.32M +$2.28M +15,660 New
BWAM
1319
Boyd Watterson Asset Management
Ohio
$2.32M +$5.39K +37 +0.2%
BWM
1320
BerganKDV Wealth Management
Minnesota
$2.31M – – –
BTWM
1321
Baker Tilly Wealth Management
Wisconsin
$2.31M +$128K +880 +6%
OF
1322
Outfitter Financial
Maine
$2.3M +$13.1K +90 +0.6%
V
1323
VeraBank
Texas
$2.29M +$56.4K +387 +3%
TI
1324
Truehand Inc
New Hampshire
$2.29M – – –
AWM
1325
Avior Wealth Management
Nebraska
$2.28M +$14.3K +98 +0.6%
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