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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2026
Cubic Asset Management
Massachusetts
$497K -$30.6K -225 -6%
SIC
2027
Sigma Investment Counselors
Michigan
$496K -$7.08K -52 -1%
CPSC
2028
Carl P. Sherr & Co
Massachusetts
$496K +$494K +3,630 New
OFS
2029
Oldfather Financial Services
Nebraska
$495K +$475K +3,492 New
HFAS
2030
Hummer Financial Advisory Services
Illinois
$495K +$490K +3,600 New
SFG
2031
StrategIQ Financial Group
Indiana
$492K +$48.7K +358 +11%
CIP
2032
Convergence Investment Partners
Florida
$490K -$965K -7,088 -66%
SIM
2033
SSI Investment Management
California
$490K -$2.18K -16 -0.4%
GIA
2034
Gladstone Institutional Advisory
Florida
$489K -$75.8K -557 -13%
LC
2035
Landaas & Company
Wisconsin
$489K +$112K +826 +30%
GFP
2036
Gryphon Financial Partners
Ohio
$488K +$1.91K +14 +0.4%
SEM
2037
Suncoast Equity Management
Florida
$488K +$2.99K +22 +0.6%
DI
2038
Disciplined Investments
Oklahoma
$488K +$486K +3,568 New
EWM
2039
Edge Wealth Management
New York
$487K +$17.7K +130 +4%
FNBOSM
2040
First National Bank of South Miami
Florida
$486K -$2.99K -22 -0.6%
CBT
2041
Central Bank & Trust
Kentucky
$484K – – –
AFM
2042
Andesa Financial Management
Pennsylvania
$483K +$99.8K +733 +26%
FNBSF
2043
First National Bank Sioux Falls
South Dakota
$481K +$1.63K +12 +0.3%
MIM
2044
Marco Investment Management
Georgia
$478K – – –
RDWM
2045
Red Door Wealth Management
Tennessee
$477K +$475K +3,493 New
WTFG
2046
Wells Trecaso Financial Group
Ohio
$476K -$7.08K -52 -1%
JFA
2047
JNBA Financial Advisors
Minnesota
$476K +$2.31K +17 +0.5%
W
2048
Wealthquest
Ohio
$475K -$953 -7 -0.2%
CHA
2049
Cooper/Haims Advisors
New York
$475K +$25.4K +187 +6%
CNBT
2050
Cornerstone National Bank & Trust
Illinois
$474K +$472K +3,471 New
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