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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1351
Wimmer Associates 1
California
$2.51M +$3.28K +20 +0.1%
DFA
1352
Delta Financial Advisors
Louisiana
$2.51M – – –
WA
1353
Wambolt & Associates
Colorado
$2.5M -$845K -5,155 -24%
PPA
1354
Pacific Point Advisors
California
$2.5M +$2.86M +17,447 New
AIM
1355
Athena Investment Management
California
$2.5M – – –
PCM
1356
Palisade Capital Management
New Jersey
$2.49M -$520K -3,174 -16%
SW
1357
StrongBox Wealth
Missouri
$2.48M +$78.5K +479 +3%
GWMR
1358
GC Wealth Management RIA
Massachusetts
$2.48M +$505K +3,084 +23%
ECM
1359
Estabrook Capital Management
New York
$2.48M -$87.8K -536 -3%
AAP
1360
Arax Advisory Partners
Colorado
$2.48M +$1.89M +11,555 +245%
SC
1361
Saybrook Capital
North Carolina
$2.47M +$353K +2,157 +15%
SAG
1362
SageView Advisory Group
California
$2.47M +$48.2K +294 +2%
EM
1363
Excalibur Management
Massachusetts
$2.46M +$50.1K +306 +2%
AWA
1364
Arete Wealth Advisors
Illinois
$2.45M +$624K +3,811 +31%
ZIG
1365
Zuckerman Investment Group
Illinois
$2.45M +$403K +2,457 +18%
NDSI
1366
Newman Dignan & Sheerar Inc
Rhode Island
$2.44M -$158K -962 -6%
MYIA
1367
Mount Yale Investment Advisors
Colorado
$2.44M -$159K -970 -6%
WBC
1368
Westpac Banking Corp
Australia
$2.43M -$4.06M -24,794 -61%
RP
1369
Riverbridge Partners
Minnesota
$2.42M -$248K -1,513 -9%
CPWA
1370
Cerro Pacific Wealth Advisors
California
$2.42M -$14.7K -90 -0.6%
WBC
1371
West Branch Capital
Massachusetts
$2.41M +$159K +970 +7%
RIL
1372
Rothschild Investment LLC
Illinois
$2.4M +$33.1K +202 +1%
BCM
1373
Brookmont Capital Management
Texas
$2.4M -$33.8K -206 -1%
FWM
1374
Finer Wealth Management
Massachusetts
$2.4M +$34.4K +210 +1%
CCB
1375
Cutter & Co Brokerage
Missouri
$2.4M -$231K -1,412 -8%
53 54
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56 57