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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2026
Coastwise Capital Group
California
$790K -$1.14K -8 -0.1%
AA
2027
Advisory Alpha
Michigan
$789K -$67.7K -474 -8%
NWM
2028
Northwest Wealth Management
Iowa
$787K +$146K +1,019 +22%
HBWM
2029
Hollow Brook Wealth Management
New York
$787K +$159K +1,113 +25%
GB
2030
Goepper Burkhardt
South Carolina
$786K -$4K -28 -0.5%
VCM
2031
Versant Capital Management
Arizona
$785K +$233K +1,635 +41%
SLT
2032
St Louis Trust
Missouri
$783K – – –
C
2033
Certuity
Florida
$782K +$228K +1,597 +40%
GPI
2034
General Partner Inc
Pennsylvania
$782K – – –
WTB
2035
Washington Trust Bank
Washington
$780K -$99.5K -697 -11%
GEA
2036
Glen Eagle Advisors
New Jersey
$778K -$78.1K -547 -9%
JGIA
2037
Jackson Grant Investment Advisers
Connecticut
$778K +$33.4K +234 +4%
MCM
2038
Magnolia Capital Management
New York
$775K – – –
PIMG
2039
Patriot Investment Management Group
Tennessee
$772K -$17K -119 -2%
ECM
2040
Elgethun Capital Management
South Dakota
$768K -$130K -910 -14%
CPIA
2041
Cornell Pochily Investment Advisors
New York
$768K +$23.1K +162 +3%
KFS
2042
Keynote Financial Services
Connecticut
$767K -$7K -49 -0.9%
AFM
2043
Armstrong Fleming & Moore
District of Columbia
$763K – – –
FG
2044
Foster Group
Iowa
$759K +$33.1K +232 +4%
CPC
2045
Congress Park Capital
New York
$758K -$75K -525 -9%
TWP
2046
Triad Wealth Partners
Kansas
$758K +$254K +1,781 +49%
AWA
2047
ARQ Wealth Advisors
Arizona
$758K +$771K +5,397 New
JWWM
2048
Johnson & White Wealth Management
Pennsylvania
$757K -$41.7K -292 -5%
SLA
2049
Silver Lake Advisory
Utah
$756K -$3K -21 -0.4%
EWM
2050
EPG Wealth Management
Georgia
$756K -$69.3K -485 -8%
80 81
82
83 84