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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Concord Wealth Partners
Virginia
$601K +$452K +3,291 +345%
BWA
2027
BDO Wealth Advisors
Florida
$598K +$113K +821 +24%
BRG
2028
Bay Rivers Group
Virginia
$597K +$9.19K +67 +2%
HKAM
2029
Horizon Kinetics Asset Management
New York
$595K -$1.08M -7,880 -65%
GWAM
2030
Guardian Wealth Advisors (Minnesota)
Minnesota
$595K +$24.4K +178 +4%
AIA
2031
Angeles Investment Advisors
California
$594K -$274K -2,000 -32%
SL
2032
Summitry LLC
California
$593K +$412 +3 +0.1%
PIM
2033
Profit Investment Management
Maryland
$593K +$9.74K +71 +2%
HIS
2034
Harvest Investment Services
Illinois
$592K +$16.9K +123 +3%
CICI
2035
Capital Investment Counsel Inc
North Carolina
$591K +$240K +1,747 +72%
HC
2036
Hourglass Capital
Texas
$590K +$27.4K +200 +5%
CWA
2037
Clearview Wealth Advisors
Oregon
$590K +$309K +2,250 +117%
BFA
2038
Brendel Financial Advisors
New Hampshire
$587K -$1.78K -13 -0.3%
TVAMP
2039
Tennessee Valley Asset Management Partners
Tennessee
$587K +$25.1K +183 +5%
AWMF
2040
Arbor Wealth Management (Florida)
Florida
$586K +$137 +1 +0%
ACP
2041
Aveo Capital Partners
Colorado
$586K +$173K +1,262 +44%
PWM
2042
Paulson Wealth Management
Illinois
$582K +$11.8K +86 +2%
VCM
2043
Versant Capital Management
Arizona
$581K +$137 +1 +0%
WW
2044
Westshore Wealth
California
$581K +$563K +4,105 New
CWM
2045
Cranbrook Wealth Management
Michigan
$580K +$3.98K +29 +0.7%
PG
2046
Pendal Group
Australia
$579K -$34.9K -254 -6%
FNBSF
2047
First National Bank Sioux Falls
South Dakota
$578K +$19.3K +141 +4%
FCIM
2048
Fairview Capital Investment Management
California
$577K +$5.35K +39 +1%
FFC
2049
First Financial Corp
Indiana
$575K -$686 -5 -0.1%
SCA
2050
Sippican Capital Advisors
Massachusetts
$574K -$13.7K -100 -2%
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