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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2026
Lenox Wealth Advisors
New York
$350K +$118K +921 +53%
BB
2027
Bell Bank
North Dakota
$347K – – –
SIA
2028
Strategic Investment Advisors
Michigan
$346K +$60.4K +471 +21%
BWA
2029
BDO Wealth Advisors
Florida
$346K +$101K +787 +42%
GC
2030
Grace Capital
Massachusetts
$345K -$1.33M -10,376 -80%
DC
2031
DeDora Capital
California
$345K -$136K -1,058 -29%
RFN
2032
RDA Financial Network
Iowa
$345K -$4.23K -33 -1%
TCB
2033
Texas Capital Bancshares
Texas
$344K +$37.8K +295 +13%
GLA
2034
Good Life Advisors
Pennsylvania
$342K -$57K -445 -14%
BCP
2035
Berkeley Capital Partners
Georgia
$342K -$26K -203 -7%
TCM
2036
Traynor Capital Management
Pennsylvania
$342K +$3.85K +30 +1%
ST
2037
Sageworth Trust
Pennsylvania
$342K +$281K +2,192 +531%
CG
2038
Carmignac Gestion
France
$342K +$334K +2,608 New
LCS
2039
Levin Capital Strategies
New York
$341K -$90.4K -705 -21%
KIM
2040
Karpus Investment Management
New York
$341K – – –
DCM
2041
Dynamic Capital Management
Jersey
$341K +$333K +2,601 New
SHGA
2042
Sand Hill Global Advisors
California
$337K -$6.15K -48 -2%
LB
2043
Landmark Bank
Missouri
$337K -$2.31K -18 -0.7%
SEM
2044
Suncoast Equity Management
Florida
$335K +$89.1K +695 +37%
BWA
2045
Burt Wealth Advisors
Maryland
$334K -$7.31K -57 -2%
CPA
2046
Capital Planning Advisors
California
$333K -$132K -1,032 -29%
AIA
2047
Angeles Investment Advisors
California
$333K +$326K +2,546 New
CW
2048
CreativeOne Wealth
Kansas
$330K +$49.5K +386 +18%
WBC
2049
West Branch Capital
Massachusetts
$330K +$89.1K +695 +38%
AWA
2050
Alaska Wealth Advisors
Alaska
$329K – – –
80 81
82
83 84