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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1401
First Foundation Advisors
California
$2.61M -$186K -1,041 -7%
BIM
1402
Baldwin Investment Management
Pennsylvania
$2.6M -$12.5K -70 -0.5%
APIM
1403
Agate Pass Investment Management
Washington
$2.59M -$41.2K -231 -2%
OPW
1404
Oxler Private Wealth
New York
$2.59M +$1.78K +10 +0.1%
DMBA
1405
Deseret Mutual Benefit Administrators
Utah
$2.58M -$1.86M -10,425 -42%
SG
1406
StoneX Group
New York
$2.58M +$199K +1,118 +9%
NWM
1407
Northcape Wealth Management
New York
$2.57M -$7.78M -43,599 -75%
LCM
1408
Leisure Capital Management
California
$2.56M -$17.7K -99 -0.7%
RCAG
1409
Rehmann Capital Advisory Group
Michigan
$2.55M +$13.6K +76 +0.5%
BOPW
1410
Brandywine Oak Private Wealth
Pennsylvania
$2.55M -$324K -1,814 -11%
WA
1411
Wambolt & Associates
Colorado
$2.55M +$87.6K +491 +4%
LCM
1412
Liberty Capital Management
Michigan
$2.55M – – –
GF
1413
Gries Financial
Ohio
$2.55M +$655K +3,672 +35%
CD
1414
Chapin Davis
Maryland
$2.54M +$2.51M +14,057 New
FAIM
1415
Financial Advocates Investment Management
Washington
$2.54M -$27.5K -154 -1%
JWM
1416
Jupiter Wealth Management
Colorado
$2.53M – – –
WWM
1417
Western Wealth Management
Colorado
$2.53M -$1.91M -10,697 -43%
PWM
1418
Perigon Wealth Management
California
$2.52M +$671K +3,761 +37%
WBCM
1419
Wilson & Boucher Capital Management
California
$2.52M +$19.8K +111 +0.8%
SIAP
1420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.52M +$24.8K +139 +1%
ZIC
1421
ZWJ Investment Counsel
Georgia
$2.51M -$13.6K -76 -0.5%
CB
1422
CNB Bank
Pennsylvania
$2.51M -$71.5K -401 -3%
GWMI
1423
Guardian Wealth Management (Illinois)
Illinois
$2.51M +$82.2K +461 +3%
HFBOT
1424
Home Federal Bank of Tennessee
Tennessee
$2.5M – – –
SIAG
1425
Signet Investment Advisory Group
Rhode Island
$2.5M +$4.82K +27 +0.2%
55 56
57
58 59