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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1951
Summit Global Investments
Utah
$728K -$17.9K -123 -2%
TFA
1952
Teamwork Financial Advisors
Texas
$727K -$15.2K -104 -2%
T
1953
TOBAM
France
$727K – – –
ICP
1954
Ironvine Capital Partners
Nebraska
$726K -$2.03M -13,920 -74%
GC
1955
Gilbert & Cook
Iowa
$726K +$18.6K +128 +3%
RHBC
1956
R.H. Bluestein & Co
Michigan
$726K +$131K +900 +22%
GEA
1957
Glen Eagle Advisors
New Jersey
$725K +$54.6K +375 +8%
WA
1958
Waddell & Associates
Tennessee
$725K +$713K +4,896 New
MIAS
1959
Mason Investment Advisory Services
Virginia
$725K -$447K -3,065 -39%
9WM
1960
9258 Wealth Management
Ohio
$724K -$99.8K -685 -12%
BCCM
1961
Bridge Creek Capital Management
Massachusetts
$723K -$37.6K -258 -3%
CP
1962
Covenant Partners
Tennessee
$722K -$9.47K -65 -1%
BEI
1963
Benjamin Edwards Inc
Missouri
$719K +$309K +2,119 +78%
AIS
1964
American Investment Services
Massachusetts
$718K -$3.64K -25 -0.5%
BONST
1965
Bank of Nova Scotia Trust
Ontario, Canada
$716K -$17K -117 -2%
ERIM
1966
Eagle Ridge Investment Management
Connecticut
$716K – – –
CA
1967
Continuum Advisory
Idaho
$713K +$701K +4,809 New
CRC
1968
Curi RMB Capital
Illinois
$712K -$16.2K -111 -2%
SC
1969
Samlyn Capital
New York
$712K +$699K +4,800 New
CA
1970
Claar Advisors
New York
$711K – – –
MFG
1971
Menard Financial Group
Texas
$705K +$22.7K +156 +3%
HCP
1972
Hexagon Capital Partners
Arkansas
$704K +$101K +695 +17%
KA
1973
Klingman & Associates
New York
$701K -$130K -895 -16%
SWMP
1974
Signature Wealth Management Partners
New Jersey
$699K – – –
APWA
1975
Atlas Private Wealth Advisors
New Jersey
$699K +$146 +1 +0%
77 78
79
80 81