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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
2026
Fullerton Fund Management
Singapore
$749K +$77.9K +521 +10%
GS
2027
GTS Securities
Florida
$748K -$1.12M -7,520 -58%
PPWM
2028
Paragon Private Wealth Management
Kentucky
$747K -$93K -622 -10%
MCM
2029
Magnolia Capital Management
New York
$746K -$98.4K -658 -11%
PWMG
2030
Prestige Wealth Management Group
New Jersey
$745K +$205K +1,368 +33%
GAM
2031
Grandview Asset Management
Pennsylvania
$743K -$464K -3,104 -36%
KAS
2032
KPP Advisory Services
Kentucky
$741K -$1.5K -10 -0.2%
UIC
2033
Uniplan Investment Counsel
Wisconsin
$738K -$31.3K -209 -4%
RA
2034
RiverPark Advisors
New York
$738K – – –
1IA
2035
1834 Investment Advisors
Wisconsin
$738K -$27.4K -183 -3%
VEM
2036
Vann Equity Management
Texas
$737K +$536K +3,587 +193%
LWM
2037
Lakeridge Wealth Management
Ohio
$736K -$299 -2 -0%
RWPA
2038
Richard W. Paul & Associates
Michigan
$735K +$26.5K +177 +3%
CG
2039
Curat Global
New Hampshire
$735K +$795K +5,320 +111%
PWCM
2040
Processus Wealth & Capital Management
Tennessee
$734K +$57.4K +384 +8%
BW
2041
BIP Wealth
Georgia
$733K -$56.1K -375 -6%
EIP
2042
Essential Investment Partners
Colorado
$730K -$9.42K -63 -1%
RFG
2043
RFP Financial Group
Georgia
$729K -$805K -5,384 -50%
CAC
2044
Core Alternative Capital
Georgia
$729K +$52K +348 +7%
JGIA
2045
Jackson Grant Investment Advisers
Connecticut
$727K -$29.2K -195 -4%
CPC
2046
Congress Park Capital
New York
$724K +$26.2K +175 +3%
WFA
2047
Wellspring Financial Advisors
Ohio
$724K -$111K -740 -12%
DI
2048
DAGCO Inc
Ohio
$720K +$2.24K +15 +0.3%
AA
2049
Alta Advisers
United Kingdom
$718K – – –
1IA
2050
1620 Investment Advisors
Massachusetts
$717K +$1.79K +12 +0.2%
80 81
82
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