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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Cranbrook Wealth Management
Michigan
$603K – – –
LFA
2027
Legacy Financial Advisors
Kentucky
$602K -$153K -1,078 -21%
HIS
2028
Harvest Investment Services
Illinois
$602K +$5.26K +37 +0.9%
RP
2029
Rice Partnership
Hawaii
$602K +$7.11K +50 +1%
AWM
2030
AllSquare Wealth Management
New York
$602K +$85.3K +600 +17%
BFG
2031
Barber Financial Group
Kansas
$601K +$40.9K +288 +8%
APWA
2032
Atlas Private Wealth Advisors
New Jersey
$601K +$51.6K +363 +10%
FCIM
2033
Fairview Capital Investment Management
California
$599K – – –
GAAM
2034
Guinness Atkinson Asset Management
California
$599K +$69.8K +491 +14%
TCMP
2035
Thrive Capital Management (Pennsylvania)
Pennsylvania
$599K +$574K +4,038 New
PPWP
2036
Proquility Private Wealth Partners
Nevada
$599K +$575K +4,042 New
GWAM
2037
Guardian Wealth Advisors (Minnesota)
Minnesota
$597K +$573K +4,028 New
PWM
2038
Paulson Wealth Management
Illinois
$594K +$233K +1,641 +69%
OIM
2039
Orca Investment Management
Oregon
$592K +$567K +3,990 New
SWA
2040
SOA Wealth Advisors
New York
$591K +$610K +4,293 New
AC
2041
Apella Capital
Connecticut
$590K -$853 -6 -0.2%
HC
2042
Hourglass Capital
Texas
$589K -$28.4K -200 -5%
WA
2043
Wambolt & Associates
Colorado
$588K +$235K +1,655 +72%
TVAMP
2044
Tennessee Valley Asset Management Partners
Tennessee
$588K +$327K +2,298 +138%
HAFS
2045
Hapanowicz & Associates Financial Services
Pennsylvania
$587K – – –
FNBSF
2046
First National Bank Sioux Falls
South Dakota
$585K -$995 -7 -0.2%
SCCM
2047
Schafer Cullen Capital Management
New York
$584K -$1.61M -11,298 -74%
HCM
2048
Hutchinson Capital Management
California
$582K – – –
WBG
2049
Wharton Business Group
Pennsylvania
$582K +$995 +7 +0.2%
SFI
2050
SPC Financial Inc
Maryland
$576K -$47.2K -332 -8%
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