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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1726
Mather Group
Illinois
$1.57M +$381K +2,134 +33%
MPIA
1727
Mountain Pacific Investment Advisers
Idaho
$1.57M -$107K -600 -6%
KC
1728
Kingfisher Capital
North Carolina
$1.56M -$45.5K -255 -3%
CIAS
1729
Capital Investment Advisory Services
North Carolina
$1.56M +$86.9K +487 +6%
FFA
1730
Founders Financial Alliance
North Carolina
$1.56M +$24.3K +136 +2%
ACP
1731
Aviance Capital Partners
Florida
$1.56M +$56.5K +317 +4%
MPW
1732
Monterey Private Wealth
California
$1.54M +$105K +587 +7%
FPAS
1733
Focus Partners Advisor Solutions
Missouri
$1.54M -$1.03M -5,751 -40%
CCMG
1734
Clark Capital Management Group
Pennsylvania
$1.54M +$177K +991 +13%
CPIG
1735
Chicago Partners Investment Group
Illinois
$1.54M +$32.8K +184 +2%
FDCC
1736
Foster Dykema Cabot & Co
Massachusetts
$1.54M -$237K -1,330 -13%
MWA
1737
Moser Wealth Advisors
Washington
$1.54M +$69.6K +390 +5%
GWS
1738
Glassman Wealth Services
Virginia
$1.54M -$48K -269 -3%
GC
1739
Gratus Capital
Georgia
$1.54M -$33.7K -189 -2%
THWM
1740
Taylor Hoffman Wealth Management
Virginia
$1.53M -$992K -5,564 -40%
WAM
1741
WNY Asset Management
New York
$1.53M +$4.28K +24 +0.3%
MSCM
1742
McElhenny Sheffield Capital Management
Texas
$1.53M -$3.21K -18 -0.2%
RAM
1743
Redmond Asset Management
Virginia
$1.52M -$141K -792 -9%
RAG
1744
RIA Advisory Group
Iowa
$1.52M +$1.53M +8,596 New
MSFS
1745
Main Street Financial Solutions
Pennsylvania
$1.52M +$231K +1,296 +18%
PG
1746
Pendal Group
Australia
$1.51M -$817K -4,580 -35%
SAM
1747
Silphium Asset Management
United Kingdom
$1.51M +$1.49M +8,350 New
SEM
1748
Suncoast Equity Management
Florida
$1.51M +$196K +1,100 +15%
CBT
1749
CoreFirst Bank & Trust
Kansas
$1.5M -$3.75K -21 -0.3%
CPA
1750
Court Place Advisors
Maryland
$1.5M +$8.21K +46 +0.6%
68 69
70
71 72