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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2026
Pin Oak Investment Advisors
Texas
$367K -$29.9K -225 -8%
FQ
2027
First Quadrant
California
$367K +$23.4K +176 +7%
SFA
2028
Semmax Financial Advisors
North Carolina
$364K +$63.1K +475 +22%
UBV
2029
United Bank (Virginia)
Virginia
$364K +$69.7K +525 +25%
LWA
2030
Lenox Wealth Advisors
New York
$360K -$5.31K -40 -1%
PGA
2031
Portland Global Advisors
Maine
$358K -$53.1K -400 -13%
DA
2032
DSC Advisors
Illinois
$358K +$84K +632 +32%
CG
2033
Carmignac Gestion
France
$357K -$133 -1 -0%
KIM
2034
Karpus Investment Management
New York
$357K – – –
LCS
2035
Levin Capital Strategies
New York
$357K – – –
FA
2036
Fagan Associates
New York
$357K +$122K +922 +55%
BB
2037
Bell Bank
North Dakota
$356K -$6.91K -52 -2%
GLA
2038
Good Life Advisors
Pennsylvania
$356K -$5.84K -44 -2%
AIA
2039
Alera Investment Advisors
Illinois
$356K +$16.3K +123 +5%
BCP
2040
Berkeley Capital Partners
Georgia
$352K -$5.71K -43 -2%
PWAC
2041
Private Wealth Advisors (California)
California
$352K +$12.9K +97 +4%
TI
2042
Tidal Investments
Wisconsin
$352K +$342K +2,571 New
BCM
2043
Bluefin Capital Management
New York
$350K -$165K -1,243 -33%
RFN
2044
RDA Financial Network
Iowa
$350K -$133 -1 -0%
BWA
2045
Burt Wealth Advisors
Maryland
$350K +$531 +4 +0.2%
JHP
2046
James Hambro & Partners
United Kingdom
$350K +$339K +2,550 New
BIM
2047
Beach Investment Management
Pennsylvania
$349K -$162K -1,220 -32%
LB
2048
Landmark Bank
Missouri
$348K -$5.18K -39 -2%
RP
2049
Rowlandmiller & Partners
Georgia
$347K +$53.5K +403 +19%
TP
2050
Tranquility Partners
Tennessee
$347K +$9.3K +70 +3%
80 81
82
83 84