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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
2026
Trail Ridge Investment Advisors
Colorado
$821K -$38.4K -223 -5%
MMHP
2027
Murphy Middleton Hinkle & Parker
Georgia
$820K +$345 +2 +0%
TFF
2028
The Family Firm
Maryland
$817K -$2.76K -16 -0.3%
CIA
2029
Cladis Investment Advisory
Montana
$816K – – –
PAWC
2030
P.A.W. Capital
Connecticut
$816K – – –
WAM
2031
Weatherly Asset Management
California
$813K +$345 +2 +0%
OFG
2032
OmniStar Financial Group
North Carolina
$811K -$396K -2,300 -32%
APWA
2033
Atlas Private Wealth Advisors
New Jersey
$811K +$19.1K +111 +2%
AWA
2034
Arkadios Wealth Advisors
Georgia
$810K +$97.5K +566 +13%
EFL
2035
ERn Financial LLC
Wisconsin
$808K +$36.5K +212 +4%
LIA
2036
LBMC Investment Advisors
Tennessee
$803K +$1.9K +11 +0.2%
ICP
2037
Ironvine Capital Partners
Nebraska
$800K – – –
CSPAM
2038
Cary Street Partners Asset Management
Virginia
$800K +$1.21K +7 +0.1%
CTFG
2039
Capstone Triton Financial Group
Oklahoma
$800K +$30.3K +176 +4%
TAM
2040
Trillium Asset Management
Massachusetts
$800K +$51.7K +300 +7%
SPC
2041
Stewart & Patten Company
California
$798K +$78.2K +454 +10%
GA
2042
GraniteShares Advisors
New York
$798K +$843K +4,889 New
DA
2043
DSC Advisors
Illinois
$797K -$265K -1,536 -24%
PCM
2044
Perritt Capital Management
Illinois
$796K -$13.1K -76 -2%
CNBT
2045
Cornerstone National Bank & Trust
Illinois
$793K -$9.31K -54 -1%
SWMP
2046
Signature Wealth Management Partners
New Jersey
$792K +$17.1K +99 +2%
9WM
2047
9258 Wealth Management
Ohio
$790K -$24.3K -141 -3%
NCM
2048
NCM Capital Management
New Jersey
$790K +$2.76K +16 +0.3%
RGF
2049
Retirement Guys Formula
Ohio
$790K +$496K +2,879 +147%
KA
2050
Klingman & Associates
New York
$789K +$17.1K +99 +2%
80 81
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