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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIC
1851
Bassett Hargrove Investment Counsel
Delaware
$1.15M -$7.35K -45 -0.7%
MC
1852
McMorgan & Co
California
$1.15M +$300K +1,835 +38%
RCIM
1853
Red Cedar Investment Management
Michigan
$1.15M – – –
TIM
1854
Tevis Investment Management
Texas
$1.15M +$1.08M +6,638 New
CRWM
1855
Castle Rock Wealth Management
California
$1.15M +$57.8K +354 +6%
PAM
1856
Paradigm Asset Management
New York
$1.15M +$72K +441 +7%
IA
1857
Insight Advisors
Pennsylvania
$1.15M -$2.78K -17 -0.3%
5L
1858
55I LLC
Massachusetts
$1.15M -$34.6K -212 -3%
PWA
1859
Physician Wealth Advisors
Utah
$1.15M +$163 +1 +0%
CA
1860
Claar Advisors
New York
$1.15M – – –
ECM
1861
EagleClaw Capital Management
Massachusetts
$1.15M – – –
CFCI
1862
Comprehensive Financial Consultants Institutional
Indiana
$1.15M +$1.11M +6,804 New
MPPW
1863
Mitchell & Pahl Private Wealth
Oklahoma
$1.14M +$37.6K +230 +4%
LCM
1864
LCM Capital Management
Illinois
$1.14M +$38.7K +237 +4%
RPCONE
1865
Retirement Planning Company of New England
Rhode Island
$1.14M +$1.07M +6,546 New
NFG
1866
Nations Financial Group
Iowa
$1.14M +$36.3K +222 +4%
GL
1867
Graypoint LLC
New York
$1.14M +$65.8K +403 +7%
TI
1868
Truepoint Inc
Ohio
$1.14M +$79.9K +489 +8%
LCM
1869
Laurion Capital Management
New York
$1.14M +$959K +5,870 +887%
FMLI
1870
Fukoku Mutual Life Insurance
Japan
$1.13M +$35.9K +220 +3%
ASBI
1871
American State Bank (Iowa)
Iowa
$1.13M -$50.6K -310 -5%
TFS
1872
Thoroughbred Financial Services
Tennessee
$1.13M – – –
LNWTC
1873
Laird Norton Wetherby Trust Company
Washington
$1.13M +$27.3K +167 +3%
MPM
1874
Meritage Portfolio Management
Kansas
$1.13M – – –
RC
1875
Reik & Co
New York
$1.13M – – –
73 74
75
76 77