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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1576
Perpetual Investment Management
Australia
$1.81M +$219K +1,300 +14%
SWM
1577
Stockman Wealth Management
Montana
$1.81M -$248K -1,472 -12%
WI
1578
Wintrust Investments
Illinois
$1.8M -$57.1K -339 -3%
ACS
1579
Archford Capital Strategies
Illinois
$1.79M +$220K +1,305 +14%
EWM
1580
Empirical Wealth Management
Washington
$1.79M +$548K +3,257 +43%
HLOC
1581
H.L. Ormond & Company
North Carolina
$1.78M -$100K -595 -5%
VIM
1582
Vista Investment Management
Pennsylvania
$1.78M -$25.9K -154 -1%
XT
1583
XTX Topco
Cayman Islands
$1.78M +$1.8M +10,695 New
IFG
1584
Independent Financial Group
California
$1.78M +$204K +1,212 +13%
CWMU
1585
Caliber Wealth Management (Utah)
Utah
$1.78M +$1.8M +10,677 New
NPP
1586
New Potomac Partners
Maryland
$1.78M +$29.5K +175 +2%
AWM
1587
Avitas Wealth Management
California
$1.78M +$748K +4,443 +72%
AAM
1588
Ascension Asset Management
New York
$1.77M +$1.79M +10,605 New
ITIM
1589
Indiana Trust & Investment Management
Indiana
$1.76M -$6.73K -40 -0.4%
FCMT
1590
Founders Capital Management (Texas)
Texas
$1.76M -$197K -1,169 -10%
FFMBT
1591
First Farmers & Merchants Bank Trust
Tennessee
$1.76M -$56.4K -335 -3%
AIC
1592
Archer Investment Corporation
Indiana
$1.76M – – –
HIC
1593
Holderness Investments Company
North Carolina
$1.76M -$84.7K -503 -5%
HTHT
1594
Hemenway Trust Hemenway Trust
New Hampshire
$1.75M +$30.6K +182 +2%
SCF
1595
Sante Capital Fund
Texas
$1.75M +$1.77M +10,501 New
KPW
1596
Kore Private Wealth
New York
$1.74M +$16.7K +99 +1%
WCA
1597
Westover Capital Advisors
Delaware
$1.74M -$188K -1,118 -10%
CFFP
1598
Center for Financial Planning
Michigan
$1.73M – – –
MFG
1599
Magnus Financial Group
New York
$1.73M +$252K +1,494 +17%
HFA
1600
HC Financial Advisors
California
$1.73M -$99.2K -589 -5%
62 63
64
65 66