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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
2026
Lokken Investment Group
Delaware
$1.01M +$601K +3,621 +155%
BB
2027
Bell Bank
North Dakota
$1.01M +$89.4K +539 +10%
AWG
2028
Altus Wealth Group
Colorado
$1.01M +$24K +145 +3%
PCS
2029
Personal CFO Solutions
New Jersey
$1M +$7.13K +43 +0.7%
DWMS
2030
Dominguez Wealth Management Solutions
Virginia
$1M +$30.4K +183 +3%
ICA
2031
Infrastructure Capital Advisors
New York
$1M +$979K +5,904 New
BLC
2032
Brown, Lisle/Cummings
Rhode Island
$998K +$41.5K +250 +4%
SIA
2033
Schear Investment Advisers
Ohio
$997K +$498 +3 +0.1%
KTM
2034
Keeler Thomas Management
Utah
$996K -$2.82K -17 -0.3%
CCA
2035
Childress Capital Advisors
Texas
$994K -$106K -638 -10%
JPWM
2036
Jamison Private Wealth Management
Georgia
$993K -$95K -573 -9%
BC
2037
Belmont Capital
California
$993K – – –
OWM
2038
OneAscent Wealth Management
Alabama
$991K -$17.2K -104 -2%
FWM
2039
Forza Wealth Management
Florida
$989K – – –
PIM
2040
Plato Investment Management
Australia
$989K +$965K +5,821 New
SW
2041
SkyOak Wealth
Michigan
$987K -$19.4K -117 -2%
PSFG
2042
Prairie Sky Financial Group
Illinois
$985K -$18.9K -114 -2%
FCFC
2043
First Commonwealth Financial Corp
Pennsylvania
$984K -$124K -749 -11%
FHC
2044
First Heartland Consultants
Missouri
$982K -$3.65K -22 -0.4%
AA
2045
Addison Advisors
Vermont
$980K -$31.3K -189 -3%
OL
2046
Optas LLC
Texas
$978K -$112K -676 -11%
HI
2047
Humankind Investments
New York
$978K +$46.8K +282 +5%
GA
2048
GoalVest Advisory
New York
$977K +$235K +1,414 +33%
TI
2049
Truepoint Inc
Ohio
$976K +$261K +1,572 +38%
CFG
2050
Carr Financial Group
Massachusetts
$976K -$18.4K -111 -2%
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