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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1401
Indiana Trust & Investment Management
Indiana
$1.58M -$34.7K -257 -2%
NFG
1402
Next Financial Group
Texas
$1.58M +$205K +1,515 +13%
SIM
1403
Stratos Investment Management
Ohio
$1.58M -$96.2K -712 -5%
WWM
1404
Windsor Wealth Management
Indiana
$1.58M -$53.5K -396 -3%
WCM
1405
Wunderlich Capital Managemnt
Tennessee
$1.58M -$79.6K -589 -4%
JIC
1406
Joel Isaacson & Co
New York
$1.57M -$162K -1,201 -8%
DR
1407
Davis Rea
Ontario, Canada
$1.57M – – –
LCM
1408
Leisure Capital Management
California
$1.56M +$116K +861 +7%
BHTS
1409
Bar Harbor Trust Services
Maine
$1.56M -$217K -1,602 -11%
CRB
1410
Chad R. Baker
$1.56M – – –
GFA
1411
Gifford Fong Associates
California
$1.56M – – –
V
1412
VeraBank
Texas
$1.56M – – –
WPW
1413
Waldron Private Wealth
Pennsylvania
$1.56M +$15.7K +116 +0.9%
AWE
1414
Avidian Wealth Enterprises
Texas
$1.56M +$414K +3,062 +31%
BSA
1415
Bull Street Advisors
Georgia
$1.56M +$29.1K +215 +2%
AT
1416
Arden Trust
Delaware
$1.56M +$220K +1,631 +14%
KPW
1417
Kore Private Wealth
New York
$1.55M -$97.6K -722 -5%
RA
1418
RFG Advisory
Alabama
$1.55M +$184K +1,359 +12%
AI
1419
Atom Investors
Texas
$1.55M +$204K +1,511 +13%
PP
1420
Pacifica Partners
Canada
$1.54M -$284K -2,100 -15%
NC
1421
NovaPoint Capital
Georgia
$1.54M +$16.1K +119 +0.9%
PA
1422
Procyon Advisors
Connecticut
$1.54M +$715K +5,294 +70%
MCM
1423
McRae Capital Management
New Jersey
$1.54M +$54.1K +400 +3%
CNFG
1424
Creegan & Nassoura Financial Group
New Hampshire
$1.53M +$405 +3 +0%
MMPW
1425
Mitchell McLeod Pugh & Williams
Alabama
$1.53M +$3.51K +26 +0.2%
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