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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Congress Wealth Management
Massachusetts
$1.72M -$10.4M -62,865 -86%
SFB
1652
STAR Financial Bank
Indiana
$1.72M +$37.6K +227 +2%
CFFP
1653
Center for Financial Planning
Michigan
$1.72M -$829 -5 -0%
MIS
1654
Morningstar Investment Services
Illinois
$1.72M +$1.05M +6,354 +168%
GIM
1655
Guardian Investment Management
California
$1.71M -$63K -380 -4%
CWM
1656
Curi Wealth Management
North Carolina
$1.71M +$64.2K +387 +4%
CSC
1657
Caldwell Sutter Capital
California
$1.71M -$3.81K -23 -0.2%
CST
1658
Charles Schwab Trust
Nevada
$1.7M -$58.4K -352 -3%
LT
1659
Legacy Trust
Michigan
$1.7M – – –
AFM
1660
Abbot Financial Management
Massachusetts
$1.7M +$179K +1,079 +12%
CUAMC
1661
China Universal Asset Management Company
China
$1.7M +$798K +4,811 +94%
CH
1662
Canton Hathaway
Rhode Island
$1.7M -$49.8K -300 -3%
FDCP
1663
Foster Dykema Cabot & Partners
Massachusetts
$1.7M +$1.64M +9,918 New
OP
1664
ORG Partners
Indiana
$1.7M +$284K +1,715 +21%
APWM
1665
Atlas Private Wealth Management
New York
$1.7M +$29.9K +180 +2%
PF
1666
Phoenix Financial
Israel
$1.69M -$86.7K -523 -5%
RWA
1667
Rainsberger Wealth Advisors
Colorado
$1.69M -$26.4K -159 -2%
GM
1668
GeoWealth Management
Illinois
$1.69M +$1.56M +9,399 +1,773%
NERM
1669
New England Research & Management
Illinois
$1.68M -$4.15K -25 -0.3%
PPWP
1670
Premier Path Wealth Partners
New Jersey
$1.68M +$1.64M +9,879 New
KIA
1671
Knollwood Investment Advisory
Maryland
$1.67M +$1.64M +9,861 New
USB
1672
Union Savings Bank
Connecticut
$1.67M +$11.4K +69 +0.7%
ECG
1673
Edge Capital Group
Georgia
$1.67M +$61.9K +373 +4%
FCMT
1674
Founders Capital Management (Texas)
Texas
$1.67M -$40.3K -243 -2%
BCA
1675
Bay Colony Advisors
Massachusetts
$1.66M +$115K +695 +8%
65 66
67
68 69