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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
2026
GYL Financial Synergies
Connecticut
$831K -$4.74M -28,230 -85%
OCM
2027
One Capital Management
California
$830K -$10.2K -61 -1%
EFG
2028
Everhart Financial Group
Ohio
$822K +$143K +850 +21%
SAM
2029
Silphium Asset Management
United Kingdom
$821K – – –
ICP
2030
Ironvine Capital Partners
Nebraska
$820K – – –
CSPAM
2031
Cary Street Partners Asset Management
Virginia
$818K -$31.9K -190 -4%
SWMP
2032
Signature Wealth Management Partners
New Jersey
$814K – – –
GWM
2033
Greenwich Wealth Management
Connecticut
$812K -$6.04K -36 -0.7%
SLT
2034
St Louis Trust
Missouri
$812K – – –
GDP
2035
Great Diamond Partners
Maine
$811K +$22K +131 +3%
AWAP
2036
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$810K -$42.5K -253 -5%
CNBT
2037
Cornerstone National Bank & Trust
Illinois
$810K +$27.5K +164 +4%
CPWA
2038
Cerro Pacific Wealth Advisors
California
$807K +$37.1K +221 +5%
FAT
2039
First American Trust
California
$806K +$66.8K +398 +9%
SPFA
2040
Summit Place Financial Advisors
New Jersey
$804K – – –
DR
2041
Davis Rea
Ontario, Canada
$804K +$1.82M +10,853 +104%
AFG
2042
Allegheny Financial Group
Pennsylvania
$803K +$4.37K +26 +0.5%
SPC
2043
Stewart & Patten Company
California
$802K -$179K -1,065 -18%
LB
2044
Legacy Bridge
Iowa
$799K -$71.4K -425 -8%
RHBC
2045
R.H. Bluestein & Co
Michigan
$793K +$16.8K +100 +2%
PCP
2046
Proficio Capital Partners
Massachusetts
$790K -$33.9K -202 -4%
WDL
2047
Well Done LLC
Michigan
$789K +$1.01K +6 +0.1%
BW
2048
Bison Wealth
Georgia
$788K +$12.3K +73 +2%
RIS
2049
Retirement Income Solutions
Michigan
$786K -$17.8K -106 -2%
CRC
2050
Curi RMB Capital
Illinois
$785K -$13.9K -83 -2%
80 81
82
83 84