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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1676
Forum Financial Management
Illinois
$1.78M -$332K -1,974 -16%
EFH
1677
Eaton Financial Holdings
Florida
$1.78M -$1.28M -7,580 -43%
USB
1678
Union Savings Bank
Connecticut
$1.77M +$44.6K +265 +3%
SF
1679
Summit Financial
New Jersey
$1.77M +$71.2K +423 +4%
GIM
1680
Guardian Investment Management
California
$1.76M – – –
HEIP
1681
Hudson Edge Investment Partners
New Jersey
$1.76M -$42.1K -250 -2%
CGL
1682
Clarius Group LLC
Washington
$1.76M -$407K -2,417 -19%
CPA
1683
Capital Planning Advisors
California
$1.76M +$438K +2,603 +35%
APWM
1684
Atlas Private Wealth Management
New York
$1.75M +$6.57K +39 +0.4%
CH
1685
Canton Hathaway
Rhode Island
$1.75M – – –
MSFS
1686
Main Street Financial Solutions
Pennsylvania
$1.74M +$199K +1,183 +13%
TFG
1687
Taylor Financial Group
Virginia
$1.74M -$52.2K -310 -3%
MCM
1688
McRae Capital Management
New Jersey
$1.74M -$34.7K -206 -2%
FDCP
1689
Foster Dykema Cabot & Partners
Massachusetts
$1.73M -$12.8K -76 -0.8%
MFWP
1690
Mosaic Family Wealth Partners
Missouri
$1.73M +$231K +1,370 +16%
KCM
1691
Kathmere Capital Management
Pennsylvania
$1.73M +$121K +716 +8%
NERM
1692
New England Research & Management
Illinois
$1.73M -$3.2K -19 -0.2%
KIA
1693
Knollwood Investment Advisory
Maryland
$1.73M – – –
ZB
1694
Zions Bancorporation
Utah
$1.72M -$168K -995 -9%
SFB
1695
STAR Financial Bank
Indiana
$1.72M -$50.5K -300 -3%
PIA
1696
Perennial Investment Advisors
California
$1.72M +$19.4K +115 +1%
LAS
1697
Lloyd Advisory Services
Georgia
$1.72M +$1.35M +8,039 +454%
MPPW
1698
Mitchell & Pahl Private Wealth
Oklahoma
$1.71M +$66.3K +394 +4%
FCMT
1699
Founders Capital Management (Texas)
Texas
$1.71M -$6.73K -40 -0.4%
WCM
1700
Weaver Capital Management
Georgia
$1.71M +$306K +1,819 +23%
66 67
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69 70