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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1851
McMorgan & Co
California
$1.15M +$300K +1,835 +38%
RCIM
1852
Red Cedar Investment Management
Michigan
$1.15M – – –
TIM
1853
Tevis Investment Management
Texas
$1.15M +$1.08M +6,638 New
CRWM
1854
Castle Rock Wealth Management
California
$1.15M +$57.8K +354 +6%
PAM
1855
Paradigm Asset Management
New York
$1.15M +$72K +441 +7%
IA
1856
Insight Advisors
Pennsylvania
$1.15M -$2.78K -17 -0.3%
5L
1857
55I LLC
Massachusetts
$1.15M -$34.6K -212 -3%
PWA
1858
Physician Wealth Advisors
Utah
$1.15M +$163 +1 +0%
CA
1859
Claar Advisors
New York
$1.15M – – –
ECM
1860
EagleClaw Capital Management
Massachusetts
$1.15M – – –
CFCI
1861
Comprehensive Financial Consultants Institutional
Indiana
$1.15M +$1.11M +6,804 New
MPPW
1862
Mitchell & Pahl Private Wealth
Oklahoma
$1.14M +$37.6K +230 +4%
LCM
1863
LCM Capital Management
Illinois
$1.14M +$38.7K +237 +4%
RPCONE
1864
Retirement Planning Company of New England
Rhode Island
$1.14M +$1.07M +6,546 New
NFG
1865
Nations Financial Group
Iowa
$1.14M +$36.3K +222 +4%
GL
1866
Graypoint LLC
New York
$1.14M +$65.8K +403 +7%
TI
1867
Truepoint Inc
Ohio
$1.14M +$79.9K +489 +8%
LCM
1868
Laurion Capital Management
New York
$1.14M +$959K +5,870 +887%
FMLI
1869
Fukoku Mutual Life Insurance
Japan
$1.13M +$35.9K +220 +3%
ASBI
1870
American State Bank (Iowa)
Iowa
$1.13M -$50.6K -310 -5%
TFS
1871
Thoroughbred Financial Services
Tennessee
$1.13M – – –
LNWTC
1872
Laird Norton Wetherby Trust Company
Washington
$1.13M +$27.3K +167 +3%
MPM
1873
Meritage Portfolio Management
Kansas
$1.13M – – –
RC
1874
Reik & Co
New York
$1.13M – – –
EIG
1875
Ellenbecker Investment Group
Wisconsin
$1.13M +$646K +3,954 +155%
73 74
75
76 77