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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1326
Burke & Herbert Bank & Trust
Virginia
$1.9M -$22.6K -170 -1%
JCM
1327
Jacobi Capital Management
Pennsylvania
$1.89M -$14.9K -112 -0.8%
ETI
1328
Enterprise Trust & Investment
California
$1.89M -$59.8K -450 -3%
BA
1329
Bennicas & Associates
California
$1.89M – – –
HCM
1330
Hodges Capital Management
Texas
$1.88M -$9.03K -68 -0.5%
VCA
1331
Verdence Capital Advisors
Maryland
$1.88M -$37.5K -282 -2%
HFA
1332
HC Financial Advisors
California
$1.88M -$46.9K -353 -3%
HCM
1333
Highlander Capital Management
New Jersey
$1.87M – – –
CC
1334
Capital Counsel
New York
$1.86M – – –
RIA
1335
Regal Investment Advisors
Michigan
$1.85M -$58.3K -439 -3%
BFC
1336
Bedel Financial Consulting
Indiana
$1.85M +$8.5K +64 +0.5%
CIP
1337
Capital Insight Partners
Arizona
$1.84M -$30K -226 -2%
RPC
1338
Rossmore Private Capital
Connecticut
$1.84M +$139K +1,050 +8%
AT
1339
Arden Trust
Delaware
$1.84M -$66.4K -500 -4%
SWA
1340
Stratos Wealth Advisors
Ohio
$1.84M +$28.4K +214 +2%
S
1341
Surevest
California
$1.84M +$114K +861 +7%
OCM
1342
Orser Capital Management
Texas
$1.83M +$4.25K +32 +0.2%
WWM
1343
Windsor Wealth Management
Indiana
$1.83M -$27.4K -206 -1%
SP
1344
Symmetry Partners
Connecticut
$1.83M – – –
EWM
1345
Evermay Wealth Management
Virginia
$1.83M -$1.19M -8,920 -40%
MBT
1346
Montecito Bank & Trust
California
$1.82M -$52.3K -394 -3%
CL
1347
CPWM LLC
Washington
$1.82M +$18.1K +136 +1%
SFG
1348
Summit Financial Group
West Virginia
$1.81M -$393K -2,960 -18%
FPCG
1349
Fort Pitt Capital Group
Pennsylvania
$1.81M -$4.65K -35 -0.3%
PCG
1350
Private Capital Group
Connecticut
$1.81M +$626K +4,710 +56%
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