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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2026
Columbus Macro
Pennsylvania
$474K -$322K -2,444 -41%
SIS
2027
Sound Income Strategies
Florida
$474K -$5.01K -38 -1%
BFG
2028
Barber Financial Group
Kansas
$474K +$15.2K +115 +3%
DI
2029
Disciplined Investments
Oklahoma
$472K -$132 -1 -0%
CAM
2030
Cubic Asset Management
Massachusetts
$471K – – –
SFA
2031
Semmax Financial Advisors
North Carolina
$471K +$69.1K +524 +17%
BWA
2032
BDO Wealth Advisors
Florida
$470K – – –
CIP
2033
Convergence Investment Partners
Florida
$469K +$18.9K +143 +4%
GEA
2034
Glen Eagle Advisors
New Jersey
$465K +$32.2K +244 +7%
CBT
2035
Central Bank & Trust
Kentucky
$463K -$6.59K -50 -1%
STA
2036
Summit Trail Advisors
New York
$462K -$42.8K -325 -9%
CHA
2037
Cooper/Haims Advisors
New York
$461K +$1.32K +10 +0.3%
TFF
2038
The Family Firm
Maryland
$461K +$40.2K +305 +10%
SIM
2039
SSI Investment Management
California
$460K -$6.06K -46 -1%
TCOK
2040
Trust Company of Kansas
Kansas
$460K – – –
ZAM
2041
Zevin Asset Management
Massachusetts
$459K -$8.17K -62 -2%
DBRC
2042
D.B. Root & Company
Pennsylvania
$459K -$3.82K -29 -0.8%
EIG
2043
Ellenbecker Investment Group
Wisconsin
$458K +$23.3K +177 +5%
SFSG
2044
Sound Financial Strategies Group
Mississippi
$453K -$132 -1 -0%
BP
2045
Broadleaf Partners
Ohio
$453K +$25K +190 +6%
TAM
2046
Trillium Asset Management
Massachusetts
$453K +$91.7K +696 +26%
OWA
2047
Outlook Wealth Advisors
Texas
$451K +$5.93K +45 +1%
FNBOH
2048
First National Bank of Hutchinson
Kansas
$450K -$53.9K -409 -11%
JFA
2049
JNBA Financial Advisors
Minnesota
$450K -$15.4K -117 -3%
SFG
2050
StrategIQ Financial Group
Indiana
$448K -$26.4K -200 -6%
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