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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1301
Smith, Moore & Co
Missouri
$3.01M +$33.7K +195 +1%
QI
1302
Qtron Investments
Massachusetts
$3M -$60.2K -349 -2%
MSA
1303
Marino Stram & Associates
Massachusetts
$3M -$94.2K -546 -3%
AWE
1304
Avidian Wealth Enterprises
Texas
$2.99M +$169K +979 +6%
VWMG
1305
Virginia Wealth Management Group
Virginia
$2.99M -$12.3K -71 -0.4%
WKWM
1306
Walter & Keenan Wealth Management
Indiana
$2.99M +$37.3K +216 +1%
CCB
1307
Cutter & Co Brokerage
Missouri
$2.98M -$115K -666 -4%
RP
1308
Riverbridge Partners
Minnesota
$2.98M -$25.9K -150 -0.8%
SC
1309
Sapient Capital
Indiana
$2.97M -$119K -689 -4%
P
1310
Pitcairn
Pennsylvania
$2.96M +$201K +1,164 +7%
MP
1311
McDonald Partners
Ohio
$2.95M +$1.04K +6 +0%
TNB
1312
Thomasville National Bank
Georgia
$2.95M -$39.7K -230 -1%
CASB
1313
Cape Ann Savings Bank
Massachusetts
$2.95M -$56.1K -325 -2%
FWTB
1314
First Western Trust Bank
Colorado
$2.94M -$6.04K -35 -0.2%
CPBTD
1315
Central Pacific Bank - Trust Division
Hawaii
$2.94M +$317K +1,836 +11%
GD
1316
Grandfield & Dodd
New York
$2.94M – – –
VIA
1317
Vickerman Investment Advisors
Washington
$2.93M +$4.32K +25 +0.1%
CWM
1318
Cordatus Wealth Management
Pennsylvania
$2.93M +$3.07M +17,781 New
CAM
1319
Cozad Asset Management
Illinois
$2.92M +$2.07K +12 +0.1%
GM
1320
GeoWealth Management
Illinois
$2.91M +$479K +2,777 +19%
MPAM
1321
Murphy Pohlad Asset Management
Minnesota
$2.91M +$13.8K +80 +0.5%
RWM
1322
Rockline Wealth Management
New York
$2.91M +$40.9K +237 +1%
AWM
1323
Avior Wealth Management
Nebraska
$2.91M -$400K -2,317 -12%
SF
1324
Summit Financial
New Jersey
$2.9M +$1.3M +7,523 +75%
ACM
1325
Alta Capital Management
Utah
$2.9M +$56.6K +328 +2%
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