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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
2026
QV Investors
Alberta, Canada
$204K +$14.8K +130 +8%
RPG
2027
Risk Paradigm Group
Texas
$204K +$124K +1,087 +178%
LGWM
2028
Litman Gregory Wealth Management
California
$203K – – –
CGA
2029
Crescent Grove Advisors
Illinois
$203K +$192K +1,684 New
FTI
2030
Fiduciary Trust International
Massachusetts
$202K -$380K -3,329 -66%
OIWM
2031
OptiFour Integrated Wealth Management
Virginia
$201K +$191K +1,675 New
RTS
2032
Round Table Services
New Jersey
$201K +$192K +1,677 New
FNBOMD
2033
First National Bank of Mount Dora
Florida
$201K +$192K +1,679 New
SEIA
2034
Signature Estate & Investment Advisors
California
$198K +$3.65K +32 +2%
CMBA
2035
C.M. Bidwell & Associates
Hawaii
$197K +$188K +1,645 New
FWM
2036
Focused Wealth Management
New York
$194K +$149K +1,302 +413%
WCAMG
2037
Woodard & Company Asset Management Group
North Carolina
$191K +$182K +1,592 New
GAM
2038
Gemmer Asset Management
California
$189K +$4.11K +36 +2%
MWM
2039
MinichMacGregor Wealth Management
New York
$188K -$114 -1 -0.1%
PWM
2040
Perigon Wealth Management
California
$185K -$16.7K -146 -9%
HFM
2041
Harvest Fund Management
China
$183K – – –
PR
2042
Payden & Rygel
California
$180K – – –
HIIFS
2043
Harel Insurance Investments & Financial Services
Israel
$180K +$120K +1,050 +233%
AIP
2044
Almanack Investment Partners
Pennsylvania
$175K +$54.1K +474 +48%
H
2045
Hexavest
Quebec, Canada
$172K -$406K -3,553 -71%
ACM
2046
Armbruster Capital Management
New York
$168K – – –
PCA
2047
Peddock Capital Advisors
Massachusetts
$168K – – –
RA
2048
Rational Advisors
New York
$168K +$160K +1,400 New
HFP
2049
Holistic Financial Partners
Indiana
$167K +$159K +1,392 New
PCP
2050
Proficio Capital Partners
Massachusetts
$165K -$30K -263 -16%
80 81
82
83 84