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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
2026
First Quadrant
California
$367K +$23.4K +176 +7%
SFA
2027
Semmax Financial Advisors
North Carolina
$364K +$63.1K +475 +22%
UBV
2028
United Bank (Virginia)
Virginia
$364K +$69.7K +525 +25%
LWA
2029
Lenox Wealth Advisors
New York
$360K -$5.31K -40 -1%
PGA
2030
Portland Global Advisors
Maine
$358K -$53.1K -400 -13%
DA
2031
DSC Advisors
Illinois
$358K +$84K +632 +32%
CG
2032
Carmignac Gestion
France
$357K -$133 -1 -0%
KIM
2033
Karpus Investment Management
New York
$357K – – –
LCS
2034
Levin Capital Strategies
New York
$357K – – –
FA
2035
Fagan Associates
New York
$357K +$122K +922 +55%
BB
2036
Bell Bank
North Dakota
$356K -$6.91K -52 -2%
GLA
2037
Good Life Advisors
Pennsylvania
$356K -$5.84K -44 -2%
AIA
2038
Alera Investment Advisors
Illinois
$356K +$16.3K +123 +5%
BCP
2039
Berkeley Capital Partners
Georgia
$352K -$5.71K -43 -2%
PWAC
2040
Private Wealth Advisors (California)
California
$352K +$12.9K +97 +4%
TI
2041
Tidal Investments
Wisconsin
$352K +$342K +2,571 New
BCM
2042
Bluefin Capital Management
New York
$350K -$165K -1,243 -33%
RFN
2043
RDA Financial Network
Iowa
$350K -$133 -1 -0%
BWA
2044
Burt Wealth Advisors
Maryland
$350K +$531 +4 +0.2%
JHP
2045
James Hambro & Partners
United Kingdom
$350K +$339K +2,550 New
BIM
2046
Beach Investment Management
Pennsylvania
$349K -$162K -1,220 -32%
LB
2047
Landmark Bank
Missouri
$348K -$5.18K -39 -2%
RP
2048
Rowlandmiller & Partners
Georgia
$347K +$53.5K +403 +19%
TP
2049
Tranquility Partners
Tennessee
$347K +$9.3K +70 +3%
CFSG
2050
Community Financial Services Group
Vermont
$347K +$337K +2,536 New
80 81
82
83 84