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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2026
One Capital Management
California
$974K -$38.5K -216 -4%
VHAM
2027
Van Hulzen Asset Management
California
$973K -$3.39K -19 -0.4%
S
2028
SimplyRich
California
$973K – – –
CCA
2029
Cottonwood Capital Advisors
Utah
$972K -$3.57K -20 -0.4%
FWM
2030
Forza Wealth Management
Florida
$967K +$955K +5,354 New
SFP
2031
Shepherd Financial Partners
Massachusetts
$965K +$17.5K +98 +2%
DF
2032
Donoghue Forlines
Massachusetts
$961K +$466K +2,611 +96%
REMPR
2033
Roof Eidam Maycock Peralta (REMP)
California
$960K -$42.8K -240 -4%
ISWM
2034
Independent Solutions Wealth Management
New York
$960K +$26.4K +148 +3%
CWA
2035
CM Wealth Advisors
Ohio
$958K – – –
B
2036
Barings
North Carolina
$957K -$5.53K -31 -0.6%
SIA
2037
Schear Investment Advisers
Ohio
$956K +$944K +5,292 New
IIC
2038
Integrated Investment Consultants
Michigan
$955K +$31.7K +178 +3%
EA
2039
Emerald Advisors
Washington
$952K -$20.5K -115 -2%
PCP
2040
Proficio Capital Partners
Massachusetts
$951K +$42.1K +236 +5%
IF
2041
IRON Financial
Illinois
$951K -$9.99K -56 -1%
PPWP
2042
Proquility Private Wealth Partners
Nevada
$950K +$10.2K +57 +1%
LA
2043
Lifeworks Advisors
Michigan
$949K -$3.21K -18 -0.3%
OHWA
2044
Oak Hill Wealth Advisors
Virginia
$947K +$935K +5,244 New
FCAG
2045
First Capital Advisors Group
New Jersey
$947K -$71.9K -403 -7%
CSC
2046
Caldwell Sutter Capital
California
$945K +$933K +5,231 New
BC
2047
Bridgefront Capital
Texas
$944K +$932K +5,224 New
LWAM
2048
Legacy Wealth Asset Management
Minnesota
$943K +$7.85K +44 +0.9%
PA
2049
Perennial Advisors
New York
$938K -$12K -67 -1%
WI
2050
Wedgewood Investors
Pennsylvania
$938K – – –
80 81
82
83 84