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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2026
Northwest Quadrant Wealth Management
Oregon
$476K – – –
CM
2027
Columbus Macro
Pennsylvania
$474K -$322K -2,444 -41%
SIS
2028
Sound Income Strategies
Florida
$474K -$5.01K -38 -1%
BFG
2029
Barber Financial Group
Kansas
$474K +$15.2K +115 +3%
DI
2030
Disciplined Investments
Oklahoma
$472K -$132 -1 -0%
CAM
2031
Cubic Asset Management
Massachusetts
$471K – – –
SFA
2032
Semmax Financial Advisors
North Carolina
$471K +$69.1K +524 +17%
BWA
2033
BDO Wealth Advisors
Florida
$470K – – –
CIP
2034
Convergence Investment Partners
Florida
$469K +$18.9K +143 +4%
GEA
2035
Glen Eagle Advisors
New Jersey
$465K +$32.2K +244 +7%
CBT
2036
Central Bank & Trust
Kentucky
$463K -$6.59K -50 -1%
STA
2037
Summit Trail Advisors
New York
$462K -$42.8K -325 -9%
CHA
2038
Cooper/Haims Advisors
New York
$461K +$1.32K +10 +0.3%
TFF
2039
The Family Firm
Maryland
$461K +$40.2K +305 +10%
SIM
2040
SSI Investment Management
California
$460K -$6.06K -46 -1%
TCOK
2041
Trust Company of Kansas
Kansas
$460K – – –
ZAM
2042
Zevin Asset Management
Massachusetts
$459K -$8.17K -62 -2%
DBRC
2043
D.B. Root & Company
Pennsylvania
$459K -$3.82K -29 -0.8%
EIG
2044
Ellenbecker Investment Group
Wisconsin
$458K +$23.3K +177 +5%
SFSG
2045
Sound Financial Strategies Group
Mississippi
$453K -$132 -1 -0%
BP
2046
Broadleaf Partners
Ohio
$453K +$25K +190 +6%
TAM
2047
Trillium Asset Management
Massachusetts
$453K +$91.7K +696 +26%
OWA
2048
Outlook Wealth Advisors
Texas
$451K +$5.93K +45 +1%
FNBOH
2049
First National Bank of Hutchinson
Kansas
$450K -$53.9K -409 -11%
JFA
2050
JNBA Financial Advisors
Minnesota
$450K -$15.4K -117 -3%
80 81
82
83 84