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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
2026
Csenge Advisory Group
Florida
$300K -$62K -544 -18%
PGA
2027
Portland Global Advisors
Maine
$300K -$51.3K -450 -16%
SIA
2028
Starfire Investment Advisers
Michigan
$300K – – –
IC
2029
Inscription Capital
Texas
$300K +$3.42K +30 +1%
PW
2030
Peninsula Wealth
California
$296K – – –
TA
2031
TCG Advisors
Texas
$295K -$22.3K -196 -8%
TCPWM
2032
Traverso Chambers Private Wealth Management
California
$295K – – –
JFA
2033
Johanson Financial Advisors
California
$295K +$59.4K +521 +28%
WCG
2034
Weaver Consulting Group
California
$295K +$252K +2,208 New
SOAMC
2035
Spirit of America Management Corp
New York
$294K -$28.5K -250 -9%
SLF
2036
Sun Life Financial
Ontario, Canada
$293K -$171K -1,504 -39%
MWM
2037
Mascoma Wealth Management
New Hampshire
$293K -$28.8K -253 -10%
AIA
2038
Alera Investment Advisors
Illinois
$293K +$9.46K +83 +4%
TIA
2039
Tiemann Investment Advisors
California
$292K – – –
SC
2040
Scholtz & Company
Connecticut
$292K +$7.41K +65 +3%
QCM
2041
Quantinno Capital Management
New York
$290K -$343K -3,014 -56%
HCA
2042
Horan Capital Advisors
Ohio
$290K – – –
BCM
2043
Breiter Capital Management
Florida
$290K +$303K +2,656 New
WP
2044
WealthSource Partners
California
$289K -$73.4K -644 -21%
BFPW
2045
BOK Financial Private Wealth
Colorado
$286K -$21K -184 -7%
CCC
2046
Chelsea Counsel Company
California
$286K – – –
FPCP
2047
Fort Point Capital Partners
California
$285K -$123K -1,080 -32%
TCB
2048
Texas Capital Bancshares
Texas
$285K -$1.37K -12 -0.5%
POIA
2049
Pin Oak Investment Advisors
Texas
$283K – – –
CWM
2050
Circle Wealth Management
New Jersey
$283K +$34.2K +300 +15%
80 81
82
83 84