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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1551
First American Trust
California
$1.36M -$5.24M -38,515 -79%
LWM
1552
Laidlaw Wealth Management
New York
$1.36M +$1.35M +9,939 New
FCB
1553
First Command Bank
Texas
$1.36M +$39.6K +291 +3%
FCFS
1554
First Command Financial Services
Texas
$1.36M +$39.6K +291 +3%
BO
1555
BRR OpCo
Ohio
$1.36M +$128K +939 +10%
OPA
1556
Old Port Advisors
Maine
$1.35M +$5.44K +40 +0.4%
AWE
1557
Avidian Wealth Enterprises
Texas
$1.35M +$180K +1,321 +15%
AIM
1558
Arcadia Investment Management
Michigan
$1.35M – – –
FHA
1559
Flagship Harbor Advisors
Massachusetts
$1.35M – – –
SWP
1560
Strategic Wealth Partners
Ohio
$1.34M -$54.3K -399 -4%
WPA
1561
West Paces Advisors
Georgia
$1.34M +$121K +891 +10%
22CM
1562
20/20 Capital Management
California
$1.34M +$1.26M +9,290 New
CPA
1563
Court Place Advisors
Maryland
$1.34M – – –
WCF
1564
West Coast Financial
California
$1.34M -$36.9K -271 -3%
KA
1565
KLCM Advisors
Wisconsin
$1.34M +$4.08K +30 +0.3%
CL
1566
Choreo LLC
Illinois
$1.34M +$119K +872 +10%
CIA
1567
Covington Investment Advisors
Pennsylvania
$1.34M +$156K +1,145 +13%
QI
1568
Qtron Investments
Massachusetts
$1.33M – – –
MIM
1569
Moseley Investment Management
Florida
$1.33M -$5.72K -42 -0.4%
BC
1570
Burleson & Co
California
$1.33M +$408 +3 +0%
ADL
1571
Asset Dedication LLC
California
$1.33M +$188K +1,384 +16%
PWA
1572
Physician Wealth Advisors
Utah
$1.33M +$77.6K +570 +6%
FBP
1573
Flippin Bruce & Porter
Virginia
$1.32M -$6.85M -50,325 -84%
CRC
1574
Curi RMB Capital
Illinois
$1.32M -$91.3K -671 -6%
OCG
1575
Opus Capital Group
Ohio
$1.32M +$48.9K +359 +4%
61 62
63
64 65