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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
Waddell & Associates
Tennessee
$835K +$2.36K +14 +0.3%
CIA
2027
Cladis Investment Advisory
Montana
$833K – – –
PAWC
2028
P.A.W. Capital
Connecticut
$833K – – –
GA
2029
Geller Advisors
New York
$832K -$4.71K -28 -0.6%
TFO
2030
Tarbox Family Office
California
$831K +$742K +4,409 +761%
9WM
2031
9258 Wealth Management
Ohio
$830K -$13K -77 -2%
WAM
2032
Weatherly Asset Management
California
$829K +$505 +3 +0.1%
PCP
2033
Proficio Capital Partners
Massachusetts
$827K +$41.6K +247 +5%
PCM
2034
Perritt Capital Management
Illinois
$825K -$5.89K -35 -0.7%
CNBT
2035
Cornerstone National Bank & Trust
Illinois
$819K +$12.8K +76 +2%
LIA
2036
LBMC Investment Advisors
Tennessee
$818K -$11.4K -68 -1%
ICP
2037
Ironvine Capital Partners
Nebraska
$817K – – –
CSPAM
2038
Cary Street Partners Asset Management
Virginia
$815K +$505 +3 +0.1%
PPWM
2039
Paragon Private Wealth Management
Kentucky
$814K +$265K +1,574 +48%
GFS
2040
GYL Financial Synergies
Connecticut
$813K -$14.1K -84 -2%
APWA
2041
Atlas Private Wealth Advisors
New Jersey
$809K -$111K -657 -12%
SLT
2042
St Louis Trust
Missouri
$808K – – –
SF
2043
Summit Financial
New Jersey
$806K -$59.6K -354 -7%
TRIA
2044
Trail Ridge Investment Advisors
Colorado
$806K +$420K +2,493 +106%
NCM
2045
NCM Capital Management
New Jersey
$803K +$35.9K +213 +5%
TFA
2046
Transamerica Financial Advisors
Florida
$802K +$809K +4,803 +120,075%
SPFA
2047
Summit Place Financial Advisors
New Jersey
$801K – – –
GWM
2048
Greenwich Wealth Management
Connecticut
$797K -$11.4K -68 -1%
CTFG
2049
Capstone Triton Financial Group
Oklahoma
$796K +$62.6K +372 +9%
ISWM
2050
Independent Solutions Wealth Management
New York
$795K +$193K +1,148 +32%
80 81
82
83 84