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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1726
Texas Capital Bank Wealth Management Services
Texas
$1.24M +$548K +3,841 +77%
AWM
1727
Aviso Wealth Management
Washington
$1.24M -$58.5K -410 -4%
TSW
1728
Thompson Siegel & Walmsley
Virginia
$1.23M +$428 +3 +0%
BOJHT
1729
Bank of Jackson Hole Trust
Wyoming
$1.23M -$189K -1,321 -13%
SWM
1730
Segment Wealth Management
Texas
$1.23M -$32.3K -226 -3%
SFCL
1731
Strengthening Families & Communities LLC
Massachusetts
$1.22M +$1.2M +8,401 +14,002%
SCA
1732
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M -$24.6K -172 -2%
MCA
1733
MSH Capital Advisors
Arizona
$1.22M -$24.7K -173 -2%
CHAM
1734
Clear Harbor Asset Management
Connecticut
$1.22M +$258K +1,808 +26%
BI
1735
Ballast Inc
Kentucky
$1.21M – – –
SWM
1736
Sterling Wealth Management
Illinois
$1.2M +$143 +1 +0%
FIB
1737
First Interstate Bank
Montana
$1.2M -$2.17M -15,165 -64%
AIM
1738
Acropolis Investment Management
Missouri
$1.2M +$250K +1,748 +24%
AAM
1739
Augustine Asset Management
Florida
$1.2M +$10.7K +75 +0.9%
WAM
1740
WNY Asset Management
New York
$1.2M -$10.6K -74 -0.9%
AC
1741
Avestar Capital
New York
$1.19M +$298K +2,085 +33%
MSCM
1742
McElhenny Sheffield Capital Management
Texas
$1.19M +$48.3K +338 +4%
WFS
1743
Widmann Financial Services
Maryland
$1.19M +$19.4K +136 +2%
ICM
1744
IMS Capital Management
Oregon
$1.19M -$23.3K -163 -2%
MDA
1745
Minot DeBlois Advisors
Massachusetts
$1.18M +$15.6K +109 +1%
MFWP
1746
Mosaic Family Wealth Partners
Missouri
$1.18M -$52.1K -365 -4%
PP
1747
Patron Partners
Texas
$1.18M -$18K -126 -1%
CCG
1748
Cypress Capital Group
Florida
$1.18M -$190K -1,332 -14%
AWAU
1749
Alliance Wealth Advisors (Utah)
Utah
$1.17M +$416K +2,911 +53%
GSB
1750
Greenfield Savings Bank
Massachusetts
$1.17M -$14.9K -104 -1%
68 69
70
71 72