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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
S.A. Mason
Michigan
$1.7M +$23.7K +141 +1%
BB
1702
Berkshire Bank
Massachusetts
$1.7M -$144K -857 -8%
FTWA
1703
Fifth Third Wealth Advisors
Ohio
$1.69M +$169K +1,006 +12%
GWMR
1704
GC Wealth Management RIA
Massachusetts
$1.69M +$532K +3,163 +49%
CSC
1705
Caldwell Sutter Capital
California
$1.69M -$67.3K -400 -4%
DCM
1706
Dudley Capital Management
Virginia
$1.69M +$673 +4 +0%
WP
1707
WealthShield Partners
North Carolina
$1.68M +$52.2K +310 +3%
RRA
1708
Round Rock Advisors
Connecticut
$1.68M -$6.73K -40 -0.4%
KFI
1709
Key Financial Inc
Pennsylvania
$1.68M -$9.76K -58 -0.6%
NB
1710
Northwest Bancshares
Pennsylvania
$1.67M +$67.2K +399 +4%
AIIMS
1711
Analyst IMS Investment Management Services
Israel
$1.67M +$59.8K +355 +4%
WFI
1712
West Family Investments
California
$1.67M +$93.3K +554 +6%
CST
1713
Charles Schwab Trust
Nevada
$1.67M -$83.8K -498 -5%
AWMT
1714
AAFMAA Wealth Management & Trust
North Carolina
$1.66M +$199K +1,180 +14%
GWCM
1715
Godshalk Welsh Capital Management
Pennsylvania
$1.66M +$16.8K +100 +1%
RCG
1716
Regatta Capital Group
California
$1.66M +$297K +1,762 +23%
SW
1717
SteelPeak Wealth
California
$1.66M -$29.1K -173 -2%
CNAM
1718
Campbell Newman Asset Management
Wisconsin
$1.65M – – –
PPWP
1719
Premier Path Wealth Partners
New Jersey
$1.65M -$65.8K -391 -4%
VI
1720
Versor Investments
New York
$1.65M +$1.18M +7,000 +292%
LWA
1721
Lineweaver Wealth Advisors
Ohio
$1.64M +$39.7K +236 +3%
BWM
1722
BigSur Wealth Management
Florida
$1.63M +$1.26M +7,500 +429%
RA
1723
Rockingstone Advisors
Massachusetts
$1.63M +$15.3K +91 +1%
SPWM
1724
Schrum Private Wealth Management
Florida
$1.63M +$391K +2,324 +33%
AAIM
1725
Asset Advisors Investment Management
Georgia
$1.63M -$54.7K -325 -3%
67 68
69
70 71