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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
Lakeridge Wealth Management
Ohio
$736K -$299 -2 -0%
RWPA
2027
Richard W. Paul & Associates
Michigan
$735K +$26.5K +177 +3%
CG
2028
Curat Global
New Hampshire
$735K +$795K +5,320 +111%
PWCM
2029
Processus Wealth & Capital Management
Tennessee
$734K +$57.4K +384 +8%
BW
2030
BIP Wealth
Georgia
$733K -$56.1K -375 -6%
EIP
2031
Essential Investment Partners
Colorado
$730K -$9.42K -63 -1%
RFG
2032
RFP Financial Group
Georgia
$729K -$805K -5,384 -50%
CAC
2033
Core Alternative Capital
Georgia
$729K +$52K +348 +7%
JGIA
2034
Jackson Grant Investment Advisers
Connecticut
$727K -$29.2K -195 -4%
CPC
2035
Congress Park Capital
New York
$724K +$26.2K +175 +3%
WFA
2036
Wellspring Financial Advisors
Ohio
$724K -$111K -740 -12%
DI
2037
DAGCO Inc
Ohio
$720K +$2.24K +15 +0.3%
AA
2038
Alta Advisers
United Kingdom
$718K – – –
1IA
2039
1620 Investment Advisors
Massachusetts
$717K +$1.79K +12 +0.2%
JRPIM
2040
Journey Retirement Planning & Investment Management
Idaho
$717K +$109K +726 +16%
UAG
2041
United Advisor Group
Ohio
$717K -$8.22K -55 -1%
FB
2042
First Bancorp
Maine
$716K +$17K +114 +2%
QWM
2043
Quadcap Wealth Management
Texas
$715K +$36.3K +243 +5%
CIA
2044
Cladis Investment Advisory
Montana
$715K – – –
CPIA
2045
Cornell Pochily Investment Advisors
New York
$714K -$38.3K -256 -5%
QWP
2046
Quotient Wealth Partners
Texas
$713K -$246K -1,643 -24%
REMPR
2047
Roof Eidam Maycock Peralta (REMP)
California
$713K – – –
BCM
2048
Boltwood Capital Management
California
$711K -$4.49K -30 -0.6%
GDP
2049
Great Diamond Partners
Maine
$707K +$4.79K +32 +0.6%
TC
2050
Tannin Capital
North Carolina
$707K -$280K -1,871 -26%
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