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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1476
Detalus Advisors
Missouri
$1.8M – – –
CPO
1477
Cerity Partners OCIO
New York
$1.8M -$25.7K -181 -1%
FC
1478
Forte Capital
New York
$1.8M -$91.1K -641 -5%
WI
1479
Wintrust Investments
Illinois
$1.8M +$54K +380 +3%
FM
1480
Foster & Motley
Ohio
$1.79M -$186K -1,307 -10%
HKAM
1481
Horizon Kinetics Asset Management
New York
$1.79M -$355K -2,500 -17%
BHTS
1482
Bar Harbor Trust Services
Maine
$1.79M -$35.8K -252 -2%
YWP
1483
YorkBridge Wealth Partners
New York
$1.78M +$3.41K +24 +0.2%
FAIM
1484
Financial Advocates Investment Management
Washington
$1.78M +$401K +2,821 +31%
AAIM
1485
Asset Advisors Investment Management
Georgia
$1.78M +$4.83K +34 +0.3%
JIP
1486
JBJ Investment Partners
South Carolina
$1.78M -$236K -1,657 -12%
6M
1487
6 Meridian
Kansas
$1.78M -$43.2K -304 -2%
FP
1488
Fiduciary Planning
Florida
$1.77M +$65.5K +461 +4%
ANRIA
1489
American National Registered Investment Advisor
Texas
$1.77M – – –
JSL
1490
JT Stratford LLC
Georgia
$1.77M +$19.3K +136 +1%
RCA
1491
Resonant Capital Advisors
Wisconsin
$1.76M +$8.81K +62 +0.5%
OWA
1492
Octavia Wealth Advisors
Ohio
$1.76M +$1.67M +11,776 New
VIA
1493
Vident Investment Advisory
Georgia
$1.76M -$2.27K -16 -0.1%
CPWA
1494
Cerro Pacific Wealth Advisors
California
$1.75M +$1.67M +11,780 New
LCM
1495
LVM Capital Management
Michigan
$1.74M – – –
DI
1496
DFPG Investments
Utah
$1.74M -$36.1K -254 -2%
BB
1497
Berkshire Bank
Massachusetts
$1.74M -$182K -1,277 -10%
SNBOSCI
1498
Security National Bank of Sioux City Iowa
Iowa
$1.74M -$48.3K -340 -3%
GRP
1499
Global Retirement Partners
California
$1.74M +$146K +1,028 +10%
RWM
1500
RKL Wealth Management
Pennsylvania
$1.73M -$141K -995 -8%
58 59
60
61 62