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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2026
Insight Advisors
Pennsylvania
$764K -$4.45K -33 -0.6%
BC
2027
Broadwater Capital
Massachusetts
$763K -$6.74K -50 -0.9%
FC
2028
Forte Capital
New York
$762K -$347K -2,577 -31%
PSFG
2029
Prairie Sky Financial Group
Illinois
$762K – – –
COCM
2030
Charter Oak Capital Management
New Hampshire
$758K -$75K -557 -9%
CPRC
2031
Consolidated Portfolio Review Corp
New York
$758K -$14.5K -108 -2%
1IA
2032
1834 Investment Advisors
Wisconsin
$755K -$33K -245 -4%
GDP
2033
Great Diamond Partners
Maine
$754K +$770K +5,714 New
AIM
2034
AMI Investment Management
Indiana
$753K -$19.1K -142 -2%
PG
2035
Proffitt & Goodson
Tennessee
$752K +$32.5K +241 +4%
WAM
2036
Weatherly Asset Management
California
$751K -$10.1K -75 -1%
MCM
2037
McRae Capital Management
New Jersey
$751K -$168K -1,250 -18%
JWWM
2038
Johnson & White Wealth Management
Pennsylvania
$750K -$6.74K -50 -0.9%
TIA
2039
Traphagen Investment Advisors
New Jersey
$746K -$22.9K -170 -3%
ACS
2040
Archford Capital Strategies
Illinois
$745K -$229K -1,698 -23%
CL
2041
COWA LLC
Oklahoma
$744K +$388K +2,878 +105%
CCG
2042
Coastwise Capital Group
California
$744K -$48.9K -363 -6%
RCWM
2043
Royal Capital Wealth Management
Indiana
$743K +$6.2K +46 +0.8%
GB
2044
Goepper Burkhardt
South Carolina
$743K – – –
RBFC
2045
Roman Butler Fullerton & Co
Missouri
$743K +$11.6K +86 +2%
TLP
2046
Trinity Legacy Partners
Texas
$742K -$108K -804 -13%
HBT
2047
Heartland Bank & Trust
Illinois
$742K -$15.9K -118 -2%
PIMG
2048
Patriot Investment Management Group
Tennessee
$742K +$16K +119 +2%
TW
2049
Towerpoint Wealth
California
$739K -$29.1K -216 -4%
MMHP
2050
Murphy Middleton Hinkle & Parker
Georgia
$738K – – –
80 81
82
83 84