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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1651
Paradigm Asset Management
New York
$1.68M +$224K +1,300 +15%
WCM
1652
Weaver Capital Management
Georgia
$1.68M +$72.3K +419 +4%
LT
1653
Legacy Trust
Michigan
$1.68M -$690 -4 -0%
CST
1654
Charles Schwab Trust
Nevada
$1.67M +$105K +608 +6%
CPSC
1655
Carl P. Sherr & Co
Massachusetts
$1.67M -$91.3K -529 -5%
LWA
1656
Lineweaver Wealth Advisors
Ohio
$1.67M +$125K +727 +8%
FC
1657
Forte Capital
New York
$1.66M -$57.1K -331 -3%
H
1658
HoyleCohen
California
$1.66M -$227K -1,318 -12%
GL
1659
Graypoint LLC
New York
$1.66M -$284K -1,643 -14%
PIA
1660
Perennial Investment Advisors
California
$1.66M +$45.7K +265 +3%
HEIP
1661
Hudson Edge Investment Partners
New Jersey
$1.66M – – –
AC
1662
AXQ Capital
New Jersey
$1.66M +$271K +1,569 +18%
CGL
1663
Clarius Group LLC
Washington
$1.66M -$2.42K -14 -0.1%
EB
1664
Emprise Bank
Kansas
$1.66M -$59K -342 -3%
BBL
1665
Beck Bode LLC
Massachusetts
$1.65M -$437K -2,533 -20%
HCCM
1666
Hudson Canyon Capital Management
New York
$1.65M -$59.2K -343 -3%
CH
1667
Canton Hathaway
Rhode Island
$1.65M – – –
PPWP
1668
Premier Path Wealth Partners
New Jersey
$1.65M +$87.3K +506 +5%
FAIM
1669
Financial Advocates Investment Management
Washington
$1.65M -$357K -2,067 -17%
SNBOSCI
1670
Security National Bank of Sioux City Iowa
Iowa
$1.65M -$86.6K -502 -5%
GA
1671
GoalVest Advisory
New York
$1.64M -$44.2K -256 -3%
MCM
1672
McRae Capital Management
New Jersey
$1.64M – – –
MPPW
1673
Mitchell & Pahl Private Wealth
Oklahoma
$1.64M +$21.9K +127 +1%
SAM
1674
S.A. Mason
Michigan
$1.62M +$20.2K +117 +1%
USB
1675
Union Savings Bank
Connecticut
$1.62M -$48.5K -281 -3%
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