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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
StrategIQ Financial Group
Indiana
$431K -$1.89K -14 -0.4%
AAM
2027
Aureus Asset Management
Massachusetts
$430K -$55.4K -410 -10%
EWM
2028
Edge Wealth Management
New York
$430K -$10.1K -75 -2%
KFA
2029
Krane Funds Advisors
New York
$429K -$42.6K -315 -8%
CAM
2030
Cubic Asset Management
Massachusetts
$428K -$10.1K -75 -2%
DI
2031
Disciplined Investments
Oklahoma
$428K – – –
SWA
2032
SFMG Wealth Advisors
Texas
$427K +$13.5K +100 +3%
FBFS
2033
First Business Financial Services
Wisconsin
$427K +$51.9K +384 +12%
BWA
2034
BDO Wealth Advisors
Florida
$427K +$119K +878 +33%
CBT
2035
Central Bank & Trust
Kentucky
$426K – – –
ZAM
2036
Zevin Asset Management
Massachusetts
$424K -$115K -850 -19%
SIM
2037
SSI Investment Management
California
$424K -$5.68K -42 -1%
EC
2038
Estate Counselors
Wisconsin
$424K +$477K +3,530 New
JFA
2039
JNBA Financial Advisors
Minnesota
$423K +$5K +37 +1%
DBRC
2040
D.B. Root & Company
Pennsylvania
$421K -$365K -2,698 -43%
FNBOSM
2041
First National Bank of South Miami
Florida
$421K -$5.95K -44 -1%
AFM
2042
Andesa Financial Management
Pennsylvania
$420K -$2.7K -20 -0.6%
TCOK
2043
Trust Company of Kansas
Kansas
$418K +$470K +3,481 New
CHA
2044
Cooper/Haims Advisors
New York
$417K – – –
BFG
2045
Barber Financial Group
Kansas
$416K +$33.2K +246 +8%
BONST
2046
Bank of Nova Scotia Trust
Ontario, Canada
$416K +$39.2K +290 +9%
CW
2047
CreativeOne Wealth
Kansas
$415K +$120K +889 +35%
SFSG
2048
Sound Financial Strategies Group
Mississippi
$411K -$945K -6,995 -67%
WIS
2049
Wright Investors Service
Connecticut
$410K +$2.43K +18 +0.5%
CIP
2050
Convergence Investment Partners
Florida
$408K -$24.5K -181 -5%
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