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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
2026
Inscription Capital
Texas
$269K +$272K +2,416 New
PWAC
2027
Private Wealth Advisors (California)
California
$269K +$275K +2,435 New
B
2028
Brightworth
Georgia
$267K -$11.3K -100 -4%
PW
2029
Peninsula Wealth
California
$267K – – –
MIG
2030
McGuire Investment Group
Rhode Island
$266K -$22.3K -198 -8%
TCPWM
2031
Traverso Chambers Private Wealth Management
California
$266K +$272K +2,410 New
TW
2032
TrinityPoint Wealth
Connecticut
$264K +$269K +2,386 New
TIA
2033
Tiemann Investment Advisors
California
$263K – – –
BAMG
2034
Brand Asset Management Group
Missouri
$261K -$12.2K -108 -4%
HCA
2035
Horan Capital Advisors
Ohio
$261K +$17.5K +155 +7%
PFGIA
2036
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$139K +1,234 +110%
GI
2037
Gradient Investments
Minnesota
$259K +$21.8K +193 +9%
TCB
2038
Texas Capital Bancshares
Texas
$259K +$27.3K +242 +12%
CCC
2039
Chelsea Counsel Company
California
$258K – – –
AIP
2040
Ahrens Investment Partners
Louisiana
$258K +$16.9K +150 +7%
RP
2041
Rowlandmiller & Partners
Georgia
$258K – – –
HA
2042
Harfst & Associates
Wyoming
$257K -$13.3K -118 -5%
CBB
2043
Citizens Business Bank
California
$256K – – –
CIC
2044
Cornercap Investment Counsel
Georgia
$256K +$17.8K +158 +7%
SC
2045
Scholtz & Company
Connecticut
$256K +$35.7K +317 +16%
POIA
2046
Pin Oak Investment Advisors
Texas
$255K +$16.4K +145 +7%
AIA
2047
Alera Investment Advisors
Illinois
$255K +$260K +2,304 New
WCM
2048
Windsor Capital Management
Arizona
$254K -$80.4K -713 -24%
BCM
2049
Beck Capital Management
Texas
$254K -$11.3K -100 -4%
TCM
2050
Tradewinds Capital Management
Washington
$252K +$226 +2 +0.1%
80 81
82
83 84