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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1901
Geneva Partners
Wisconsin
$792K -$1.01M -6,930 -56%
GL
1902
Graypoint LLC
New York
$791K +$90.9K +624 +13%
KFI
1903
Key Financial Inc
Pennsylvania
$789K -$4.81K -33 -0.7%
MA
1904
MBA Advisors
Pennsylvania
$789K +$3.21K +22 +0.4%
CWP
1905
Curated Wealth Partners
California
$789K +$113K +779 +17%
SEM
1906
Suncoast Equity Management
Florida
$788K +$54.6K +375 +8%
AFG
1907
Allegheny Financial Group
Pennsylvania
$787K +$774K +5,314 New
HBWM
1908
Hollow Brook Wealth Management
New York
$786K – – –
JGIA
1909
Jackson Grant Investment Advisers
Connecticut
$784K +$2.62K +18 +0.3%
GAM
1910
Geier Asset Management
Maryland
$783K -$24K -165 -3%
UF
1911
Univest Financial
Pennsylvania
$783K -$18.4K -126 -2%
IIC
1912
Integrated Investment Consultants
Michigan
$783K +$3.5K +24 +0.5%
LSA
1913
Leonteq Securities AG
Switzerland
$777K -$5.49M -37,648 -88%
WCMN
1914
Westchester Capital Management (Nebraska)
Nebraska
$777K – – –
LWAM
1915
Legacy Wealth Asset Management
Minnesota
$777K +$25.2K +173 +3%
CCM
1916
Chickasaw Capital Management
Tennessee
$776K +$133K +910 +21%
SSWG
1917
Seven Springs Wealth Group
Tennessee
$774K +$11.8K +81 +2%
TP
1918
Tranquility Partners
Tennessee
$772K -$14.4K -99 -2%
SKK
1919
Shepherd Kaplan Krochuk
Massachusetts
$770K -$87.4K -600 -10%
WI
1920
Wedgewood Investors
Pennsylvania
$769K – – –
CA
1921
Cornerstone Advisory
Maryland
$769K +$11.8K +81 +2%
CSPAM
1922
Cary Street Partners Asset Management
Virginia
$767K -$4.21M -28,913 -85%
EGM
1923
Engineers Gate Manager
New York
$767K -$235K -1,613 -24%
LB
1924
Legacy Bridge
Iowa
$766K +$51K +350 +7%
SICM
1925
Sustainable Insight Capital Management
New York
$761K +$748K +5,133 New
75 76
77
78 79