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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2026
FinTrust Capital Advisors
South Carolina
$1.08M +$111K +662 +12%
IWM
2027
Integris Wealth Management
California
$1.08M -$18.7K -111 -2%
SA
2028
Sunesis Advisors
Kansas
$1.08M +$16.8K +100 +2%
WAG
2029
Winthrop Advisory Group
Massachusetts
$1.07M -$673 -4 -0.1%
MCM
2030
Magnolia Capital Management
New York
$1.07M – – –
PFC
2031
Poplar Forest Capital
California
$1.07M – – –
DI
2032
Diligent Investors
California
$1.07M +$4.04K +24 +0.4%
FM
2033
Foster & Motley
Ohio
$1.07M -$50K -297 -5%
SEP
2034
Southland Equity Partners
Missouri
$1.07M +$103K +612 +11%
WAM
2035
WealthTrust Asset Management
Florida
$1.06M -$68.9K -409 -6%
OWM
2036
OneAscent Wealth Management
Alabama
$1.06M +$41.4K +246 +4%
AWG
2037
Altus Wealth Group
Colorado
$1.06M +$26.8K +159 +3%
WSC
2038
Wellington Shields & Co
New York
$1.06M +$74.1K +440 +8%
ACP
2039
Aveo Capital Partners
Colorado
$1.06M +$90.1K +535 +10%
MWM
2040
Modern Wealth Management
Kansas
$1.06M +$51.9K +308 +5%
KA
2041
KLCM Advisors
Wisconsin
$1.06M -$20.7K -123 -2%
DR
2042
Davis Rea
Ontario, Canada
$1.06M -$34.2K -203 -3%
CWM
2043
Chesapeake Wealth Management
Virginia
$1.05M -$22.6K -134 -2%
GC
2044
Gilbert & Cook
Iowa
$1.05M +$7.58K +45 +0.8%
HBWM
2045
Hollow Brook Wealth Management
New York
$1.05M – – –
CA
2046
Cornerstone Advisory
Maryland
$1.05M -$27.4K -163 -3%
CA
2047
Claar Advisors
New York
$1.05M – – –
TAMH
2048
Taikang Asset Management (HK)
Hong Kong
$1.05M +$1.01M +6,000 New
TF
2049
Trek Financial
Arizona
$1.05M +$558K +3,315 +124%
MTC
2050
Matrix Trust Company
Colorado
$1.05M -$22.4K -133 -2%
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