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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1851
Nicolet Bankshares
Wisconsin
$1.11M -$47.3K -318 -4%
MPWS
1852
McCarter Private Wealth Services
Massachusetts
$1.11M +$88.3K +593 +9%
CWP
1853
Concord Wealth Partners
Virginia
$1.11M -$1.19M -8,007 -52%
VIG
1854
Vienna Insurance Group
Poland
$1.11M +$68.2K +458 +7%
VAM
1855
Verity Asset Management
North Carolina
$1.11M +$553K +3,714 +101%
IC
1856
Iconiq Capital
California
$1.1M +$867K +5,823 +379%
ACS
1857
Archford Capital Strategies
Illinois
$1.1M +$68.8K +462 +7%
HTHT
1858
Hemenway Trust Hemenway Trust
New Hampshire
$1.1M -$227K -1,528 -17%
PEA
1859
Park Edge Advisors
Ohio
$1.1M +$149 +1 +0%
DDC
1860
DF Dent & Co
Maryland
$1.1M -$51.9K -349 -5%
ATWA
1861
Arbor Trust Wealth Advisors
Michigan
$1.09M +$129K +867 +13%
PIA
1862
Panoramic Investment Advisors
Colorado
$1.09M +$1.34K +9 +0.1%
PMSA
1863
Patrick M. Sweeney & Associates
Illinois
$1.09M +$447 +3 +0%
PWA
1864
Phoenix Wealth Advisors
North Carolina
$1.09M +$149 +1 +0%
MCP
1865
Martin Capital Partners
Oregon
$1.08M +$34.2K +230 +3%
CCFM
1866
Clear Creek Financial Management
Washington
$1.08M +$286K +1,924 +36%
HI
1867
Hudock Inc
Pennsylvania
$1.08M -$40.5K -272 -4%
BC
1868
Bridgefront Capital
Texas
$1.08M +$1.07M +7,217 New
MSWM
1869
McGlone Suttner Wealth Management
Wisconsin
$1.08M +$437K +2,936 +69%
SWA
1870
SFMG Wealth Advisors
Texas
$1.07M -$435K -2,923 -29%
RAM
1871
Ramirez Asset Management
New York
$1.07M +$55.1K +370 +5%
KIC
1872
Keating Investment Counselors
Florida
$1.07M -$18.6K -125 -2%
HC
1873
Hamilton Capital
Ohio
$1.07M +$60.3K +405 +6%
MCA
1874
Magnolia Capital Advisors
Mississippi
$1.07M -$19.2K -129 -2%
FAT
1875
First American Trust
California
$1.07M -$22.2K -149 -2%
73 74
75
76 77