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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
2026
JOYN Advisors
Georgia
$151K -$92.3K -812 -37%
HFP
2027
Holistic Financial Partners
Indiana
$151K -$1.25K -11 -0.8%
KA
2028
Kaizen Advisory
Illinois
$150K – – –
SEIA
2029
Signature Estate & Investment Advisors
California
$144K -$38.1K -335 -20%
PFGIA
2030
Patriot Financial Group Insurance Agency
Massachusetts
$139K +$114 +1 +0.1%
AC
2031
Avestar Capital
New York
$135K -$6.82K -60 -4%
FA
2032
Fortis Advisors
Pennsylvania
$135K – – –
SMG
2033
Spectrum Management Group
Indiana
$133K – – –
CA
2034
Centerpoint Advisors
Massachusetts
$133K +$43.7K +384 +46%
GBBWRPM
2035
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$132K +$138K +1,210 New
RAM
2036
Riggs Asset Management
Pennsylvania
$126K -$13.6K -120 -9%
WDL
2037
Well Done LLC
Michigan
$125K +$130K +1,147 New
PCA
2038
Providence Capital Advisors
North Carolina
$124K -$114 -1 -0.1%
SHJ
2039
Sharkey, Howes & Javer
Colorado
$120K – – –
LA
2040
Legacy Advisors
Pennsylvania
$120K +$11.4K +100 +10%
PRS
2041
Pinkerton Retirement Specialists
Idaho
$119K -$444K -3,900 -78%
PCP
2042
Proficio Capital Partners
Massachusetts
$112K -$39.7K -349 -25%
BC
2043
Blackhill Capital
New Jersey
$109K – – –
KCPG
2044
Kavar Capital Partners Group
Kansas
$108K +$112K +989 New
WWMSC
2045
Wagner Wealth Management (South Carolina)
South Carolina
$102K +$569 +5 +0.5%
HRC
2046
Hoertkorn Richard Charles
$101K – – –
LF
2047
Lee Financial
Texas
$99K -$2.96K -26 -3%
BC
2048
Barnett & Company
Tennessee
$98K – – –
CPA
2049
Cowen Prime Advisors
New York
$98K – – –
VCM
2050
Virtue Capital Management
Tennessee
$96K +$18.7K +164 +21%
80 81
82
83 84