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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2151
Everpar Advisors
Oklahoma
$741K +$935 +6 +0.1%
WWM
2152
Whalen Wealth Management
Nevada
$741K +$180K +1,155 +32%
4WM
2153
44 Wealth Management
Oregon
$739K -$149K -958 -17%
WCM
2154
Weik Capital Management
Pennsylvania
$738K – – –
WTB
2155
Washington Trust Bank
Washington
$737K +$59.4K +381 +9%
HWA
2156
Heartwood Wealth Advisors
Virginia
$736K -$337K -2,165 -31%
WPA
2157
West Paces Advisors
Georgia
$735K -$31.3K -201 -4%
BC
2158
BDFS Capital
Delaware
$734K +$5.92K +38 +0.8%
AWAP
2159
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$731K -$779 -5 -0.1%
XWL
2160
XXI Wealth LLC
Illinois
$731K -$131K -842 -15%
KJWM
2161
Kiley Juergens Wealth Management
Washington
$730K +$733K +4,704 New
SPW
2162
Signet Private Wealth
Illinois
$730K +$9.66K +62 +1%
STB
2163
S&T Bank
Pennsylvania
$730K -$188K -1,207 -20%
WP
2164
Westmount Partners
California
$729K +$106K +681 +17%
GIM
2165
Generali Investments Management
Slovenia
$728K -$230K -1,479 -24%
PWM
2166
Prentice Wealth Management
New York
$728K -$1.87K -12 -0.3%
CF
2167
Centaurus Financial
California
$727K -$5.14K -33 -0.7%
CCM
2168
Chickasaw Capital Management
Tennessee
$725K +$4.52K +29 +0.6%
KP
2169
Keel Point
Alabama
$722K -$142K -910 -16%
MP
2170
Moment Partners
California
$722K -$156 -1 -0%
WB
2171
West Bancorporation
Iowa
$721K -$112K -719 -13%
TNA
2172
True North Advisors
Texas
$720K -$630K -4,042 -47%
MIM
2173
Miller Investment Management
Pennsylvania
$719K – – –
PSC
2174
Prentiss Smith & Co
Vermont
$718K – – –
TAP
2175
TSG Advice Partners
Ohio
$717K -$10.3K -66 -1%
85 86
87
88 89