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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
Sunburst Financial Group
Alabama
$1.01M +$204K +1,233 +26%
LIG
2027
Lokken Investment Group
Delaware
$1.01M +$601K +3,621 +155%
BB
2028
Bell Bank
North Dakota
$1.01M +$89.4K +539 +10%
AWG
2029
Altus Wealth Group
Colorado
$1.01M +$24K +145 +3%
PCS
2030
Personal CFO Solutions
New Jersey
$1M +$7.13K +43 +0.7%
DWMS
2031
Dominguez Wealth Management Solutions
Virginia
$1M +$30.4K +183 +3%
ICA
2032
Infrastructure Capital Advisors
New York
$1M +$979K +5,904 New
BLC
2033
Brown, Lisle/Cummings
Rhode Island
$998K +$41.5K +250 +4%
SIA
2034
Schear Investment Advisers
Ohio
$997K +$498 +3 +0.1%
KTM
2035
Keeler Thomas Management
Utah
$996K -$2.82K -17 -0.3%
CCA
2036
Childress Capital Advisors
Texas
$994K -$106K -638 -10%
JPWM
2037
Jamison Private Wealth Management
Georgia
$993K -$95K -573 -9%
BC
2038
Belmont Capital
California
$993K – – –
OWM
2039
OneAscent Wealth Management
Alabama
$991K -$17.2K -104 -2%
FWM
2040
Forza Wealth Management
Florida
$989K – – –
PIM
2041
Plato Investment Management
Australia
$989K +$965K +5,821 New
SW
2042
SkyOak Wealth
Michigan
$987K -$19.4K -117 -2%
PSFG
2043
Prairie Sky Financial Group
Illinois
$985K -$18.9K -114 -2%
FCFC
2044
First Commonwealth Financial Corp
Pennsylvania
$984K -$124K -749 -11%
FHC
2045
First Heartland Consultants
Missouri
$982K -$3.65K -22 -0.4%
AA
2046
Addison Advisors
Vermont
$980K -$31.3K -189 -3%
OL
2047
Optas LLC
Texas
$978K -$112K -676 -11%
HI
2048
Humankind Investments
New York
$978K +$46.8K +282 +5%
GA
2049
GoalVest Advisory
New York
$977K +$235K +1,414 +33%
TI
2050
Truepoint Inc
Ohio
$976K +$261K +1,572 +38%
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