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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2026
MN Wealth Advisors
Kansas
$814K -$528K -3,594 -39%
FFS
2027
Founders Financial Securities
Maryland
$813K +$464K +3,160 +126%
JRPCML
2028
J. R. Prunier Capital Management LLC
Massachusetts
$812K +$831K +5,656 New
RCWM
2029
Royal Capital Wealth Management
Indiana
$811K – – –
7WCP
2030
71 West Capital Partners
Massachusetts
$810K +$829K +5,643 New
DCM
2031
Dorato Capital Management
Colorado
$810K +$815K +5,549 New
B
2032
Bayban
Minnesota
$809K +$828K +5,638 New
VCM
2033
Versant Capital Management
Arizona
$809K +$6.32K +43 +0.8%
GDP
2034
Great Diamond Partners
Maine
$805K -$15.3K -104 -2%
CGFA
2035
Colton Groome Financial Advisors
North Carolina
$804K +$108K +738 +15%
EIG
2036
Ellenbecker Investment Group
Wisconsin
$803K -$78.9K -537 -9%
FM
2037
Foster & Motley
Ohio
$802K -$22K -150 -3%
AIM
2038
AMI Investment Management
Indiana
$802K -$11.8K -80 -1%
SLT
2039
St Louis Trust
Missouri
$801K – – –
FNBOH
2040
First National Bank of Hutchinson
Kansas
$800K -$58.8K -400 -7%
GPI
2041
General Partner Inc
Pennsylvania
$799K – – –
KP
2042
Keel Point
Alabama
$798K +$76.3K +519 +10%
AAG
2043
Asset Advisory Group
New Jersey
$796K +$815K +5,549 New
XWL
2044
XXI Wealth LLC
Illinois
$796K +$815K +5,546 New
CPIA
2045
Cornell Pochily Investment Advisors
New York
$796K +$11.8K +80 +1%
EIP
2046
Essential Investment Partners
Colorado
$793K +$812K +5,528 New
SNB
2047
Security National Bank
Nebraska
$791K -$122K -828 -13%
SOS
2048
Silver Oak Securities
Tennessee
$790K +$192K +1,306 +31%
TWA
2049
Trellis Wealth Advisors
California
$789K +$808K +5,500 New
PPWM
2050
Paragon Private Wealth Management
Kentucky
$789K -$279K -1,896 -26%
80 81
82
83 84