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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
AllSquare Wealth Management
New York
$479K -$30.9K -227 -6%
CBT
2027
Central Bank & Trust
Kentucky
$477K -$6.8K -50 -1%
FNBOH
2028
First National Bank of Hutchinson
Kansas
$477K +$5.3K +39 +1%
PIP
2029
Peachtree Investment Partners
Florida
$477K +$126K +925 +37%
AL
2030
AJO LP
Pennsylvania
$477K +$381K +2,799 +433%
DA
2031
Doliver Advisors
Texas
$476K +$36K +265 +8%
SIM
2032
SSI Investment Management
California
$475K -$10.2K -75 -2%
BP
2033
Broadleaf Partners
Ohio
$475K – – –
FWP
2034
FAS Wealth Partners
Kansas
$475K +$39K +287 +9%
BWM
2035
Buckley Wealth Management
Nevada
$474K -$466K -3,424 -50%
JIP
2036
Jaffetilchin Investment Partners
Florida
$474K +$169K +1,240 +57%
JFA
2037
JNBA Financial Advisors
Minnesota
$472K – – –
RPWA
2038
Regent Peak Wealth Advisors
Georgia
$471K +$29K +213 +7%
IP
2039
Intellectus Partners
California
$471K +$42.2K +310 +10%
AIP
2040
Almanack Investment Partners
Pennsylvania
$471K +$217K +1,595 +92%
T
2041
TRUADVICE
Florida
$470K +$467K +3,434 New
SAMC
2042
Spectrum Asset Management (California)
California
$469K -$86.5K -636 -16%
DC
2043
DeDora Capital
California
$469K +$99.4K +731 +28%
BWA
2044
BDO Wealth Advisors
Florida
$468K -$23.4K -172 -5%
NIM
2045
Nexus Investment Management
Ontario, Canada
$468K – – –
RWB
2046
RMR Wealth Builders
New Jersey
$468K +$338K +2,486 +279%
SFSG
2047
Sound Financial Strategies Group
Mississippi
$467K -$7.34K -54 -2%
HFM
2048
Harvest Fund Management
China
$465K -$398K -2,926 -46%
APWM
2049
Atlas Private Wealth Management
New York
$463K -$62K -456 -12%
PA
2050
Perennial Advisors
New York
$462K -$5.44K -40 -1%
80 81
82
83 84