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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2026
Morse Asset Management
Connecticut
$996K +$1.01M +5,856 New
EB
2027
Exchange Bank
California
$996K +$70.4K +410 +8%
GGA
2028
Granite Group Advisors
Connecticut
$995K -$58.4K -340 -5%
APG
2029
Abacus Planning Group
South Carolina
$995K +$36.8K +214 +4%
CA
2030
Cornerstone Advisory
Maryland
$994K -$11.2K -65 -1%
C
2031
CEDRUS
Colorado
$993K -$3.95K -23 -0.4%
SIA
2032
Soltis Investment Advisors
Utah
$992K +$140K +814 +16%
FWM
2033
Forza Wealth Management
Florida
$991K -$7.9K -46 -0.8%
CPC
2034
Congress Park Capital
New York
$991K -$51.5K -300 -5%
SFG
2035
Sunburst Financial Group
Alabama
$990K -$89.9K -523 -8%
D
2036
Diversified
Delaware
$989K +$22.3K +130 +2%
DE
2037
Diversified Enterprises
Delaware
$989K +$1,000K +5,819 New
WAM
2038
WealthTrust Asset Management
Florida
$988K -$49.1K -286 -5%
MCM
2039
Magnolia Capital Management
New York
$988K – – –
SW
2040
SkyOak Wealth
Michigan
$988K -$7.39K -43 -0.7%
GWP
2041
Gateway Wealth Partners
Wisconsin
$988K -$17.4K -101 -2%
HBT
2042
Heartland Bank & Trust
Illinois
$987K -$29.9K -174 -3%
TSWM
2043
Tyler-Stone Wealth Management
Ohio
$984K +$505K +2,938 +103%
PSFG
2044
Prairie Sky Financial Group
Illinois
$984K – – –
AA
2045
Auxano Advisors
Washington
$978K +$8.93K +52 +0.9%
BMWM
2046
Brown Miller Wealth Management
Virginia
$977K -$344 -2 -0%
RPCONE
2047
Retirement Planning Company of New England
Rhode Island
$977K +$15.1K +88 +2%
RIA
2048
Richwood Investment Advisors
Ohio
$975K -$109K -634 -10%
MCM
2049
Mill Capital Management
North Carolina
$975K -$77.3K -450 -7%
FG
2050
Foster Group
Iowa
$974K -$174K -1,012 -15%
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