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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1826
Clarus Group
Texas
$931K +$464 +3 +0%
PAM
1827
Paradigm Asset Management
New York
$928K -$46.4K -300 -5%
WAG
1828
Winthrop Advisory Group
Massachusetts
$925K -$28.2K -182 -3%
GL
1829
Graypoint LLC
New York
$923K +$123K +796 +15%
SCI
1830
Stableford Capital II
Arizona
$922K -$24.3K -157 -3%
CCM
1831
Campbell Capital Management
Florida
$919K -$172K -1,110 -15%
MCM
1832
Magnolia Capital Management
New York
$919K +$675K +4,360 +249%
EIA
1833
Edgemoor Investment Advisors
Maryland
$918K -$31K -200 -3%
TC
1834
Trust Company
Kansas
$918K -$7.43K -48 -0.8%
SW
1835
SkyOak Wealth
Michigan
$918K – – –
GEA
1836
Glen Eagle Advisors
New Jersey
$917K +$186K +1,200 +25%
SWA
1837
Sutton Wealth Advisors
Florida
$916K +$22.8K +147 +2%
CC
1838
Cadinha & Co
Hawaii
$915K +$96.9K +626 +11%
PCA
1839
Pallas Capital Advisors
Massachusetts
$913K -$70K -452 -8%
PG
1840
Proffitt & Goodson
Tennessee
$913K -$55.3K -357 -6%
TI
1841
Truepoint Inc
Ohio
$909K -$124K -800 -12%
AIA
1842
Angeles Investment Advisors
California
$909K +$285K +1,843 +44%
VWA
1843
VERITY Wealth Advisors
United States
$906K – – –
PPWP
1844
Proquility Private Wealth Partners
Nevada
$905K +$20.7K +134 +2%
BCAM
1845
Boston Common Asset Management
Massachusetts
$901K +$4.49K +29 +0.5%
BA
1846
Bridgewater Advisors
New York
$898K +$33.4K +216 +4%
SPC
1847
Stewart & Patten Company
California
$897K -$2.48K -16 -0.3%
VCM
1848
Virtue Capital Management
Tennessee
$895K -$20.6K -133 -2%
TP
1849
Tranquility Partners
Tennessee
$895K +$115K +741 +14%
SEM
1850
Suncoast Equity Management
Florida
$892K +$94.4K +610 +11%
72 73
74
75 76