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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1701
Cullen Capital Management
New York
$1.59M -$5.6K -30 -0.3%
GLLW
1702
Graves Light Lenhart Wealth
Virginia
$1.59M +$187K +1,001 +13%
LFA
1703
Legacy Financial Advisors
Kentucky
$1.59M +$55.1K +295 +4%
CA
1704
Cambridge Advisors
Nebraska
$1.58M -$187K -1,000 -10%
VSQM
1705
V-Square Quantitative Management
Illinois
$1.58M -$6.53K -35 -0.4%
CBT
1706
CoreFirst Bank & Trust
Kansas
$1.58M +$49.8K +267 +3%
IWA
1707
Intercontinental Wealth Advisors
Texas
$1.58M -$128K -685 -7%
GBT
1708
Grove Bank & Trust
Florida
$1.57M -$10.4K -56 -0.7%
VWM
1709
Vigilare Wealth Management
Arizona
$1.57M +$2.99K +16 +0.2%
SJIM
1710
St. Johns Investment Management
Florida
$1.57M -$49.5K -265 -3%
WAM
1711
WNY Asset Management
New York
$1.56M -$10.4K -56 -0.7%
FFA
1712
Founders Financial Alliance
North Carolina
$1.56M +$178K +956 +13%
LWM
1713
Lionsbridge Wealth Management
Florida
$1.56M -$51.5K -276 -3%
CIAS
1714
Capital Investment Advisory Services
North Carolina
$1.56M +$82.7K +443 +6%
MWA
1715
Moser Wealth Advisors
Washington
$1.56M +$1.57M +8,408 New
PWC
1716
PYA Waltman Capital
Tennessee
$1.56M +$410K +2,198 +35%
SIG
1717
Sargent Investment Group
Maryland
$1.55M +$12.1K +65 +0.8%
NHC
1718
Nicholas Hoffman & Company
Georgia
$1.55M -$498K -2,669 -24%
JWM
1719
Jeppson Wealth Management
California
$1.55M -$54.1K -290 -3%
LIM
1720
Loudon Investment Management
New Hampshire
$1.55M -$34.5K -185 -2%
SHA
1721
Seneca House Advisors
Virginia
$1.55M -$62.7K -336 -4%
KTM
1722
Keeler Thomas Management
Utah
$1.55M -$470K -2,519 -23%
SF
1723
Summit Financial
New Jersey
$1.55M +$1.02M +5,481 +190%
SWA
1724
ShankerValleau Wealth Advisors
Illinois
$1.54M -$129K -690 -8%
OCA
1725
Otter Creek Advisors
Florida
$1.54M -$1.19M -6,400 -44%
67 68
69
70 71