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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2026
Broadwater Capital
Massachusetts
$763K -$6.74K -50 -0.9%
FC
2027
Forte Capital
New York
$762K -$347K -2,577 -31%
PSFG
2028
Prairie Sky Financial Group
Illinois
$762K – – –
COCM
2029
Charter Oak Capital Management
New Hampshire
$758K -$75K -557 -9%
CPRC
2030
Consolidated Portfolio Review Corp
New York
$758K -$14.5K -108 -2%
1IA
2031
1834 Investment Advisors
Wisconsin
$755K -$33K -245 -4%
GDP
2032
Great Diamond Partners
Maine
$754K +$770K +5,714 New
AIM
2033
AMI Investment Management
Indiana
$753K -$19.1K -142 -2%
PG
2034
Proffitt & Goodson
Tennessee
$752K +$32.5K +241 +4%
WAM
2035
Weatherly Asset Management
California
$751K -$10.1K -75 -1%
MCM
2036
McRae Capital Management
New Jersey
$751K -$168K -1,250 -18%
JWWM
2037
Johnson & White Wealth Management
Pennsylvania
$750K -$6.74K -50 -0.9%
TIA
2038
Traphagen Investment Advisors
New Jersey
$746K -$22.9K -170 -3%
ACS
2039
Archford Capital Strategies
Illinois
$745K -$229K -1,698 -23%
CL
2040
COWA LLC
Oklahoma
$744K +$388K +2,878 +105%
CCG
2041
Coastwise Capital Group
California
$744K -$48.9K -363 -6%
RCWM
2042
Royal Capital Wealth Management
Indiana
$743K +$6.2K +46 +0.8%
GB
2043
Goepper Burkhardt
South Carolina
$743K – – –
RBFC
2044
Roman Butler Fullerton & Co
Missouri
$743K +$11.6K +86 +2%
TLP
2045
Trinity Legacy Partners
Texas
$742K -$108K -804 -13%
HBT
2046
Heartland Bank & Trust
Illinois
$742K -$15.9K -118 -2%
PIMG
2047
Patriot Investment Management Group
Tennessee
$742K +$16K +119 +2%
TW
2048
Towerpoint Wealth
California
$739K -$29.1K -216 -4%
MMHP
2049
Murphy Middleton Hinkle & Parker
Georgia
$738K – – –
SLT
2050
St Louis Trust
Missouri
$737K – – –
80 81
82
83 84