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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
2026
Atlas Private Wealth Management
New York
$631K +$120K +821 +24%
NIM
2027
Nexus Investment Management
Ontario, Canada
$630K – – –
HIS
2028
Harvest Investment Services
Illinois
$628K +$8.01K +55 +1%
VCM
2029
Vivaldi Capital Management
Illinois
$627K -$90.8K -623 -13%
C
2030
Certuity
Florida
$627K +$48.1K +330 +8%
BWA
2031
BDO Wealth Advisors
Florida
$626K +$291 +2 +0%
HKAM
2032
Horizon Kinetics Asset Management
New York
$625K +$2.04K +14 +0.3%
CNC
2033
Citizens & Northern Corp
Pennsylvania
$623K -$43.7K -300 -7%
PIM
2034
Profit Investment Management
Maryland
$623K – – –
AIA
2035
Angeles Investment Advisors
California
$622K – – –
TIA
2036
Traphagen Investment Advisors
New Jersey
$620K -$20.7K -142 -3%
CICI
2037
Capital Investment Counsel Inc
North Carolina
$619K – – –
GWAM
2038
Guardian Wealth Advisors (Minnesota)
Minnesota
$618K -$5.39K -37 -0.9%
HC
2039
Hourglass Capital
Texas
$618K – – –
FWP
2040
FAS Wealth Partners
Kansas
$618K +$163K +1,116 +37%
PWM
2041
Paulson Wealth Management
Illinois
$616K +$9.47K +65 +2%
OQS
2042
Occudo Quantitative Strategies
Florida
$613K +$603K +4,139 New
RPWA
2043
Regent Peak Wealth Advisors
Georgia
$612K +$30.5K +209 +6%
PCIA
2044
Prime Capital Investment Advisors
Kansas
$607K -$650K -4,460 -52%
BRG
2045
Bay Rivers Group
Virginia
$607K -$17.9K -123 -3%
GCM
2046
Gables Capital Management
Florida
$606K -$461K -3,166 -44%
CWM
2047
Cranbrook Wealth Management
Michigan
$604K -$2.77K -19 -0.5%
FNBSF
2048
First National Bank Sioux Falls
South Dakota
$604K -$1.6K -11 -0.3%
SCA
2049
Sippican Capital Advisors
Massachusetts
$602K – – –
SMH
2050
Sanders Morris Harris
Texas
$600K +$30.3K +208 +5%
80 81
82
83 84