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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1526
Bigelow Investment Advisors
Maine
$1.57M +$22.8K +166 +2%
AIM
1527
Acropolis Investment Management
Missouri
$1.56M +$72.6K +529 +5%
SW
1528
StrongBox Wealth
Missouri
$1.56M +$296K +2,160 +24%
RZH
1529
Relyea Zuckerberg Hanson
Connecticut
$1.55M -$44.7K -326 -3%
HEIP
1530
Hudson Edge Investment Partners
New Jersey
$1.54M +$72.3K +527 +5%
GPA
1531
Garrison Point Advisors
California
$1.54M -$42.5K -310 -3%
JSL
1532
JT Stratford LLC
Georgia
$1.54M -$147K -1,073 -9%
AAM
1533
Ascension Asset Management
New York
$1.53M +$1.49M +10,855 New
HTHT
1534
Hemenway Trust Hemenway Trust
New Hampshire
$1.53M – – –
HIC
1535
Holderness Investments Company
North Carolina
$1.53M -$4.53K -33 -0.3%
JWA
1536
JFS Wealth Advisors
Pennsylvania
$1.53M -$137 -1 -0%
VIM
1537
Vista Investment Management
Pennsylvania
$1.52M +$88.5K +645 +6%
MCM
1538
Manchester Capital Management
Vermont
$1.51M +$598K +4,357 +69%
DAM
1539
Delta Asset Management
Tennessee
$1.51M – – –
EFIC
1540
Eliot Finkel Investment Counsel
California
$1.5M – – –
CFFP
1541
Center for Financial Planning
Michigan
$1.5M -$27.3K -199 -2%
MS
1542
Madden Securities
Texas
$1.5M +$320K +2,334 +28%
RI
1543
Ridgewood Investments
New Jersey
$1.49M +$505K +3,680 +54%
FC
1544
Forte Capital
New York
$1.49M -$216K -1,574 -13%
SIAG
1545
Signet Investment Advisory Group
Rhode Island
$1.48M +$224K +1,630 +18%
SAM
1546
Strategy Asset Managers
California
$1.48M -$17.8K -130 -1%
DWM
1547
Dakota Wealth Management
Florida
$1.46M -$710K -5,173 -33%
DDC
1548
DF Dent & Co
Maryland
$1.46M -$262K -1,912 -16%
TI
1549
Tidal Investments
Wisconsin
$1.45M +$283K +2,060 +25%
EDRH
1550
Edmond de Rothschild Holding
Switzerland
$1.45M +$88.5K +645 +7%
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