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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
2026
First County Bank
Connecticut
$976K -$49.9K -289 -5%
WSC
2027
Wellington Shields & Co
New York
$976K -$25.9K -150 -2%
CA
2028
Cornerstone Advisory
Maryland
$975K -$16.2K -94 -2%
GWP
2029
Gateway Wealth Partners
Wisconsin
$975K +$813K +4,711 +393%
EIM
2030
Essex Investment Management
Massachusetts
$975K -$568K -3,292 -36%
COCM
2031
Charter Oak Capital Management
New Hampshire
$971K +$8.63K +50 +0.9%
SQA
2032
Simon Quick Advisors
New Jersey
$970K -$11.9K -69 -1%
FWM
2033
Forza Wealth Management
Florida
$968K +$8.11K +47 +0.8%
C
2034
CEDRUS
Colorado
$967K +$26.1K +151 +3%
SPFA
2035
Summit Place Financial Advisors
New Jersey
$967K -$1.2M -6,944 -54%
SW
2036
SkyOak Wealth
Michigan
$965K +$7.42K +43 +0.7%
OFS
2037
Orrstown Financial Services
Pennsylvania
$965K +$2.59K +15 +0.3%
PCP
2038
Proficio Capital Partners
Massachusetts
$960K +$43.8K +254 +5%
MCM
2039
Magnolia Capital Management
New York
$959K -$53.8K -312 -5%
AWA
2040
Aaron Wealth Advisors
Illinois
$959K +$27.1K +157 +3%
SMWM
2041
Silvia McColl Wealth Management
California
$959K -$11.4K -66 -1%
RBFC
2042
Roman Butler Fullerton & Co
Missouri
$956K +$1.04K +6 +0.1%
HI
2043
Hoey Investments
Pennsylvania
$955K -$8.28K -48 -0.8%
PSFG
2044
Prairie Sky Financial Group
Illinois
$954K – – –
TCBWMS
2045
Texas Capital Bank Wealth Management Services
Texas
$954K -$71.1K -412 -7%
CTFG
2046
Capstone Triton Financial Group
Oklahoma
$953K +$25.2K +146 +3%
CWM
2047
Chesapeake Wealth Management
Virginia
$953K -$41.6K -241 -4%
GB
2048
Goepper Burkhardt
South Carolina
$951K – – –
BWM
2049
Buckley Wealth Management
Nevada
$950K -$36.6K -212 -4%
BMWM
2050
Brown Miller Wealth Management
Virginia
$948K -$193K -1,117 -16%
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