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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1626
Westover Capital Advisors
Delaware
$1.75M -$363K -2,101 -17%
CUAMC
1627
China Universal Asset Management Company
China
$1.74M +$248K +1,436 +16%
LFG
1628
Larson Financial Group
Missouri
$1.74M +$39K +226 +2%
CFA
1629
CWS Financial Advisors
Michigan
$1.74M -$71.3K -413 -4%
AWMT
1630
AAFMAA Wealth Management & Trust
North Carolina
$1.73M +$173K +1,002 +11%
AIM
1631
AHL Investment Management
Florida
$1.73M – – –
PPWM
1632
Paragon Private Wealth Management
Kentucky
$1.73M -$34.7K -201 -2%
WCMN
1633
Westchester Capital Management (Nebraska)
Nebraska
$1.73M +$228K +1,319 +14%
SSA
1634
Schonfeld Strategic Advisors
New York
$1.73M +$1.81M +10,475 New
AI
1635
Accredited Investors
Minnesota
$1.73M +$41.8K +242 +2%
SFS
1636
Stiles Financial Services
Minnesota
$1.72M +$303K +1,756 +20%
AAM
1637
Ascension Asset Management
New York
$1.72M -$19.8K -115 -1%
PP
1638
Pegasus Partners
Wisconsin
$1.71M -$892K -5,170 -33%
EWM
1639
Elmwood Wealth Management
California
$1.71M -$12.9K -75 -0.7%
KCM
1640
Kathmere Capital Management
Pennsylvania
$1.71M +$81.8K +474 +5%
B
1641
Birchbrook
Maine
$1.71M -$25K -145 -1%
CFFP
1642
Center for Financial Planning
Michigan
$1.71M – – –
XT
1643
XTX Topco
Cayman Islands
$1.71M +$1.79M +10,351 New
WIA
1644
Westbourne Investment Advisors
Maryland
$1.71M -$7.08K -41 -0.4%
MSFS
1645
Main Street Financial Solutions
Pennsylvania
$1.7M +$64K +371 +4%
OC
1646
Oakworth Capital
Alabama
$1.7M -$9.32K -54 -0.5%
FDCP
1647
Foster Dykema Cabot & Partners
Massachusetts
$1.7M +$79.4K +460 +5%
PHIMC
1648
Private Harbour Investment Management & Counsel
Ohio
$1.7M – – –
CSC
1649
Caldwell Sutter Capital
California
$1.69M +$105K +609 +6%
PWMG
1650
Pinnacle Wealth Management Group
Michigan
$1.69M -$11.2K -65 -0.6%
64 65
66
67 68