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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1726
Premier Path Wealth Partners
New Jersey
$1.29M +$151K +1,031 +13%
DCM
1727
Dudley Capital Management
Virginia
$1.29M – – –
LWIC
1728
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.29M +$1.1M +7,490 +508%
PPA
1729
Painted Porch Advisors
California
$1.28M -$84.9K -578 -6%
BAAM
1730
Baker Avenue Asset Management
California
$1.28M -$104K -706 -7%
TBC
1731
Ted Buchan & Co
California
$1.28M +$12.9K +88 +1%
MFS
1732
McNamara Financial Services
Massachusetts
$1.28M – – –
BCA
1733
Bay Colony Advisors
Massachusetts
$1.27M +$325K +2,213 +33%
DBIA
1734
Dumont & Blake Investment Advisors
New Jersey
$1.27M +$1.47K +10 +0.1%
EB
1735
Emprise Bank
Kansas
$1.27M -$15.6K -106 -1%
IRC
1736
Investors Research Corp
Georgia
$1.27M -$11K -75 -0.8%
WC
1737
Wynn Capital
Georgia
$1.26M -$5.88K -40 -0.5%
MA
1738
MCF Advisors
Kentucky
$1.26M +$171K +1,161 +15%
TFG
1739
Taylor Financial Group
Virginia
$1.26M -$17.6K -120 -1%
PTFIS
1740
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.25M +$1.28M +8,732 New
AAM
1741
Alphadyne Asset Management
New York
$1.25M +$1.28M +8,730 New
SWM
1742
Sterling Wealth Management
Illinois
$1.25M +$22.3K +152 +2%
BI
1743
Ballast Inc
Kentucky
$1.25M +$12.3K +84 +1%
AAM
1744
Augustine Asset Management
Florida
$1.25M +$26.9K +183 +2%
AIM
1745
Acropolis Investment Management
Missouri
$1.25M -$60.2K -410 -5%
TNA
1746
True North Advisors
Texas
$1.25M +$288K +1,960 +29%
SWM
1747
Segment Wealth Management
Texas
$1.24M -$11K -75 -0.9%
SCM
1748
SCS Capital Management
Massachusetts
$1.24M -$67.3K -458 -5%
AWM
1749
Aviso Wealth Management
Washington
$1.24M -$23.5K -160 -2%
QPBE
1750
Quintet Private Bank (Europe)
Luxembourg
$1.24M -$169K -1,151 -12%
68 69
70
71 72