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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1301
JFS Wealth Advisors
Pennsylvania
$2.44M +$20.4K +139 +0.8%
PI
1302
PineBridge Investments
New York
$2.44M -$48.2M -328,238 -95%
ST
1303
Sentinel Trust
Texas
$2.43M – – –
NAMP
1304
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.42M – – –
DFA
1305
Delta Financial Advisors
Louisiana
$2.42M -$72.7K -495 -3%
SW
1306
Simplicity Wealth
New Jersey
$2.42M -$445K -3,030 -15%
HNB
1307
Hilltop National Bank
Wyoming
$2.42M -$9.4K -64 -0.4%
AFP
1308
Ausdal Financial Partners
Iowa
$2.41M -$46K -313 -2%
AOWM
1309
Alpha Omega Wealth Management
Virginia
$2.41M -$15.1K -103 -0.6%
KWA
1310
Kingswood Wealth Advisors
California
$2.41M +$567K +3,862 +30%
FBT
1311
First Bank & Trust
South Dakota
$2.41M +$1.03M +6,984 +71%
TPA
1312
Trivium Point Advisory
Connecticut
$2.4M -$22.5K -153 -0.9%
I
1313
InvesTrust
Oklahoma
$2.39M -$461K -3,135 -16%
USCWA
1314
U.S. Capital Wealth Advisors
Texas
$2.39M +$276K +1,880 +13%
AL
1315
Aspiriant LLC
California
$2.38M -$72.6K -494 -3%
WBC
1316
Westpac Banking Corp
Australia
$2.38M +$171K +1,166 +8%
SWP
1317
Sagespring Wealth Partners
Tennessee
$2.38M +$345K +2,345 +16%
MIC
1318
Maxi Investments CY
Cyprus
$2.35M +$2.41M +16,400 New
AIM
1319
Athena Investment Management
California
$2.35M – – –
PCM
1320
Pinnbrook Capital Management
New York
$2.35M +$2.4M +16,364 New
SCP
1321
Sivia Capital Partners
California
$2.35M +$842K +5,734 +54%
JFG
1322
Juno Financial Group
Virginia
$2.35M +$2.4M +16,362 New
PWP
1323
Prasad Wealth Partners
Ohio
$2.35M +$16.8K +114 +0.7%
CASB
1324
Cape Ann Savings Bank
Massachusetts
$2.34M +$5.88K +40 +0.2%
OAM
1325
Oak Asset Management
California
$2.34M -$499K -3,399 -17%
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