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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2026
SkyView Investment Advisors
New Jersey
$988K -$1.18M -6,337 -55%
CCA
2027
Cottonwood Capital Advisors
Utah
$987K -$8.58K -46 -0.9%
DOA
2028
D'Orazio & Associates
Virginia
$984K -$356K -1,909 -26%
REMPR
2029
Roof Eidam Maycock Peralta (REMP)
California
$984K – – –
LB
2030
Legacy Bridge
Iowa
$983K +$40.9K +219 +4%
9WM
2031
9258 Wealth Management
Ohio
$982K +$3.92K +21 +0.4%
ACP
2032
Aveo Capital Partners
Colorado
$981K +$46.5K +249 +5%
CPC
2033
Congress Park Capital
New York
$980K -$56K -300 -5%
AFM
2034
Armstrong Fleming & Moore
District of Columbia
$977K +$985K +5,277 New
JC
2035
JB Capital
Connecticut
$970K -$6.53K -35 -0.7%
EA
2036
Emerald Advisors
Washington
$969K +$45.5K +244 +5%
SFSG
2037
Sound Financial Strategies Group
Mississippi
$966K -$120K -642 -11%
EFI
2038
EHP Funds Inc
Canada
$963K +$970K +5,200 New
NRG
2039
Nemes Rush Group
Michigan
$963K +$970K +5,197 New
WCM
2040
Weik Capital Management
Pennsylvania
$962K -$56K -300 -5%
OHWA
2041
Oak Hill Wealth Advisors
Virginia
$962K -$9.33K -50 -1%
HDIM
2042
Hanson & Doremus Investment Management
Vermont
$961K -$39.4K -211 -4%
MF
2043
Montis Financial
Massachusetts
$958K – – –
AAS
2044
Annex Advisory Services
Wisconsin
$957K -$5.41K -29 -0.6%
MC
2045
McMorgan & Co
California
$957K -$14K -75 -1%
CST
2046
Charles Schwab Trust
Nevada
$955K -$28.9K -155 -3%
CFO
2047
Callan Family Office
Pennsylvania
$955K -$25.2K -135 -3%
WCA
2048
Waypoint Capital Advisors
Minnesota
$953K +$5.41K +29 +0.6%
TC
2049
Trust Company
Kansas
$953K -$258K -1,384 -21%
IIC
2050
Integrated Investment Consultants
Michigan
$953K +$52.4K +281 +6%
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