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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWAG
2026
Mid-American Wealth Advisory Group
Missouri
$861K +$810K +4,957 New
CA
2027
Continuum Advisory
Idaho
$857K +$21.9K +134 +3%
PCP
2028
Proficio Capital Partners
Massachusetts
$855K +$21.7K +133 +3%
PP
2029
PDS Planning
Ohio
$854K +$3.1K +19 +0.4%
RI
2030
Ridgewood Investments
New Jersey
$853K -$41.8K -256 -5%
SAM
2031
Silphium Asset Management
United Kingdom
$852K – – –
ICP
2032
Ironvine Capital Partners
Nebraska
$851K – – –
SWP
2033
Strategic Wealth Partners
Ohio
$850K +$190K +1,164 +31%
GWM
2034
Greenwich Wealth Management
Connecticut
$849K -$11.6K -71 -1%
UF
2035
Univest Financial
Pennsylvania
$848K -$20.1K -123 -2%
CP
2036
Covenant Partners
Tennessee
$848K +$1.31K +8 +0.2%
WPC
2037
Wedmont Private Capital
Pennsylvania
$848K +$795K +4,868 New
WAM
2038
Weatherly Asset Management
California
$846K – – –
SWMP
2039
Signature Wealth Management Partners
New Jersey
$845K +$16.3K +100 +2%
PA
2040
Perennial Advisors
New York
$844K +$164K +1,002 +26%
GA
2041
Geller Advisors
New York
$843K +$163 +1 +0%
SLT
2042
St Louis Trust
Missouri
$842K – – –
SPFA
2043
Summit Place Financial Advisors
New Jersey
$835K -$172K -1,050 -18%
WCM
2044
WealthBridge Capital Management
Ohio
$835K -$6.37K -39 -0.8%
RIS
2045
Retirement Income Solutions
Michigan
$835K +$17.6K +108 +2%
QT
2046
Quantamental Technologies
New York
$835K +$785K +4,809 New
KA
2047
Klingman & Associates
New York
$833K +$42.6K +261 +6%
VFPI
2048
Vantage Financial Partners (Illinois)
Illinois
$830K -$65.3K -400 -8%
AFG
2049
Allegheny Financial Group
Pennsylvania
$829K -$97.8K -599 -11%
CRC
2050
Curi RMB Capital
Illinois
$829K -$56.2K -344 -7%
80 81
82
83 84