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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2026
Cottonwood Capital Advisors
Utah
$980K -$699 -4 -0.1%
CFG
2027
Carr Financial Group
Massachusetts
$978K -$107K -610 -10%
FPCG
2028
Fort Pitt Capital Group
Pennsylvania
$977K -$186K -1,066 -17%
WP
2029
WealthShield Partners
North Carolina
$974K -$49.3K -282 -5%
AT
2030
Arden Trust
Delaware
$971K -$114K -651 -11%
SFP
2031
Shepherd Financial Partners
Massachusetts
$970K -$3.5K -20 -0.4%
REMPR
2032
Roof Eidam Maycock Peralta (REMP)
California
$968K -$524 -3 -0.1%
OPPS
2033
Obsidian Personal Planning Solutions
Maryland
$966K -$188K -1,075 -17%
VAM
2034
Verity Asset Management
North Carolina
$966K +$461K +2,636 +99%
CFO
2035
Callan Family Office
Pennsylvania
$964K +$345K +1,974 +60%
9WM
2036
9258 Wealth Management
Ohio
$963K +$31.1K +178 +3%
GWANC
2037
Guardian Wealth Advisors (North Carolina)
North Carolina
$963K +$28.3K +162 +3%
GCMG
2038
Gyroscope Capital Management Group
Florida
$962K +$664K +3,800 +257%
JC
2039
JB Capital
Connecticut
$962K -$3.09M -17,657 -77%
ACM
2040
AlphaStar Capital Management
North Carolina
$960K -$90.5K -518 -9%
VEA
2041
Virtus ETF Advisers
New York
$957K +$917K +5,248 New
OHWA
2042
Oak Hill Wealth Advisors
Virginia
$956K – – –
WMA
2043
West Michigan Advisors
Michigan
$956K +$498K +2,849 +119%
MC
2044
McMorgan & Co
California
$956K -$30.6K -175 -3%
AA
2045
Apriem Advisors
California
$955K +$265K +1,515 +41%
CFG
2046
Cooper Financial Group
California
$953K +$53K +303 +6%
LWAM
2047
Legacy Wealth Asset Management
Minnesota
$948K -$3.5K -20 -0.4%
AAS
2048
Annex Advisory Services
Wisconsin
$948K +$80.4K +460 +10%
DI
2049
Diligent Investors
California
$947K +$561K +3,208 +162%
BW
2050
Bison Wealth
Georgia
$944K -$22.2K -127 -3%
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