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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1576
Chicago Partners Investment Group
Illinois
$1.98M +$202K +1,083 +12%
HIC
1577
Holderness Investments Company
North Carolina
$1.97M +$49.6K +266 +3%
AO
1578
Advisor OS
Illinois
$1.96M -$357K -1,913 -15%
LT
1579
Legacy Trust
Michigan
$1.96M – – –
JE
1580
JMAC Enterprises
Pennsylvania
$1.96M -$143K -767 -7%
CWM
1581
Curi Wealth Management
North Carolina
$1.96M -$6.53K -35 -0.3%
AAM
1582
Ascension Asset Management
New York
$1.96M +$1.97M +10,580 New
HIP
1583
HUB Investment Partners
Texas
$1.96M +$406K +2,174 +26%
NP
1584
NorthRock Partners
Minnesota
$1.96M -$103K -550 -5%
CC
1585
Cadinha & Co
Hawaii
$1.95M +$5.97K +32 +0.3%
FDCC
1586
Foster Dykema Cabot & Co
Massachusetts
$1.95M +$35.8K +192 +2%
GWCM
1587
Godshalk Welsh Capital Management
Pennsylvania
$1.95M -$50.4K -270 -3%
AIM
1588
AHL Investment Management
Florida
$1.94M – – –
OP
1589
ORG Partners
Indiana
$1.94M +$1.95M +10,458 New
LWA
1590
Lineweaver Wealth Advisors
Ohio
$1.94M -$23.5K -126 -1%
ADIM
1591
Alpha DNA Investment Management
Maryland
$1.94M -$2.79M -14,972 -59%
VF
1592
Virtu Financial
New York
$1.93M +$1.95M +10,438 New
WWM
1593
Wolff Wiese Magana
California
$1.93M +$25.4K +136 +1%
GIM
1594
Guardian Investment Management
California
$1.93M -$1.28M -6,850 -40%
VIM
1595
Vista Investment Management
Pennsylvania
$1.92M -$32.1K -172 -2%
WIA
1596
Westbourne Investment Advisors
Maryland
$1.92M – – –
CH
1597
Canton Hathaway
Rhode Island
$1.9M – – –
AAIM
1598
Asset Advisors Investment Management
Georgia
$1.9M – – –
CFFP
1599
Center for Financial Planning
Michigan
$1.9M +$3.17K +17 +0.2%
FCB
1600
First County Bank
Connecticut
$1.89M +$805K +4,313 +73%
62 63
64
65 66