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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1901
Live Oak Private Wealth
North Carolina
$1.15M -$78.2K -453 -6%
BCA
1902
Bay Colony Advisors
Massachusetts
$1.14M -$841K -4,875 -41%
BCM
1903
Brown Capital Management
Maryland
$1.14M +$43.5K +252 +4%
ZB
1904
Zions Bancorporation
Utah
$1.14M -$506K -2,934 -30%
TAMH
1905
Taikang Asset Management (HK)
Hong Kong
$1.14M +$155K +900 +15%
PWA
1906
Physician Wealth Advisors
Utah
$1.14M -$15.5K -90 -1%
OPA
1907
Old Port Advisors
Maine
$1.13M +$4.66K +27 +0.4%
QCIG
1908
Quad-Cities Investment Group
Iowa
$1.13M -$13.6K -79 -1%
1IA
1909
1834 Investment Advisors
Wisconsin
$1.13M -$58.2K -337 -5%
AA
1910
Advisory Alpha
Michigan
$1.13M -$12.6K -73 -1%
VWA
1911
VERITY Wealth Advisors
United States
$1.13M – – –
CGFA
1912
Colton Groome Financial Advisors
North Carolina
$1.13M -$3.97K -23 -0.3%
SCI
1913
Stableford Capital II
Arizona
$1.13M +$69.2K +401 +6%
EIA
1914
Edgemoor Investment Advisors
Maryland
$1.12M -$13.8K -80 -1%
TIM
1915
Tevis Investment Management
Texas
$1.12M -$53.5K -310 -4%
EIG
1916
Ellenbecker Investment Group
Wisconsin
$1.12M +$3.11K +18 +0.3%
SHA
1917
Seneca House Advisors
Virginia
$1.12M -$60.9K -353 -5%
PCG
1918
Prosperity Consulting Group
Maryland
$1.12M +$106K +613 +10%
VWM
1919
VCI Wealth Management
Missouri
$1.12M +$330K +1,913 +39%
IA
1920
Insight Advisors
Pennsylvania
$1.11M -$96.3K -558 -8%
FG
1921
Foster Group
Iowa
$1.11M -$6.04K -35 -0.5%
MPIA
1922
Mountain Pacific Investment Advisers
Idaho
$1.11M -$53K -307 -4%
CPIA
1923
Cornell Pochily Investment Advisors
New York
$1.11M -$6.56K -38 -0.6%
CPW
1924
Cove Private Wealth
New York
$1.11M – – –
WP
1925
Westmount Partners
California
$1.1M +$27.3K +158 +2%
75 76
77
78 79