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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
2026
Alpha DNA Investment Management
Maryland
$919K +$18.8K +115 +2%
SIA
2027
Schechter Investment Advisors
Michigan
$919K -$552K -3,369 -36%
TCBWMS
2028
Texas Capital Bank Wealth Management Services
Texas
$916K +$4.1K +25 +0.4%
QCIG
2029
Quad-Cities Investment Group
Iowa
$915K +$9.83K +60 +1%
CTFG
2030
Capstone Triton Financial Group
Oklahoma
$914K +$59K +360 +6%
SQA
2031
Simon Quick Advisors
New Jersey
$913K -$182K -1,108 -16%
MPIA
2032
Mountain Pacific Investment Advisers
Idaho
$909K -$120K -730 -11%
BAAM
2033
Baker Avenue Asset Management
California
$908K -$20K -122 -2%
FM
2034
Foster & Motley
Ohio
$907K -$8.52K -52 -0.9%
WFM
2035
Wolff Financial Management
Michigan
$906K -$4.59K -28 -0.5%
FWM
2036
Forza Wealth Management
Florida
$905K +$21K +128 +2%
AWA
2037
Alta Wealth Advisors
Massachusetts
$905K -$33.6K -205 -3%
JSL
2038
JT Stratford LLC
Georgia
$904K -$94K -574 -9%
HWA
2039
Heartwood Wealth Advisors
Virginia
$901K +$2.29K +14 +0.2%
WAG
2040
Winthrop Advisory Group
Massachusetts
$900K +$2.13K +13 +0.2%
EIM
2041
Essex Investment Management
Massachusetts
$899K – – –
KHCM
2042
Kirtland Hills Capital Management
Ohio
$899K +$251K +1,535 +35%
BA
2043
Ballast Advisors
Minnesota
$898K -$246K -1,501 -20%
BP
2044
BBR Partners
New York
$897K -$318K -1,938 -25%
AFG
2045
Atomi Financial Group
New York
$897K -$74.1K -452 -7%
ASBI
2046
American State Bank (Iowa)
Iowa
$896K +$32.8K +200 +4%
SIA
2047
Soltis Investment Advisors
Utah
$895K +$9.5K +58 +1%
OHWA
2048
Oak Hill Wealth Advisors
Virginia
$895K +$964K +5,884 New
FSA
2049
Franklin Street Advisors
North Carolina
$893K -$12.8K -78 -1%
ACP
2050
Aveo Capital Partners
Colorado
$893K +$66.4K +405 +7%
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