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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
2026
BCS Private Wealth Management
New Jersey
$860K +$468K +3,005 +119%
CPIA
2027
Cornell Pochily Investment Advisors
New York
$858K -$3.12K -20 -0.4%
A
2028
Argentarii
Ohio
$851K -$65.3K -419 -7%
KAS
2029
KPP Advisory Services
Kentucky
$851K -$45.2K -290 -5%
4A
2030
4Wealth Advisors
Illinois
$849K +$34.1K +219 +4%
OFS
2031
Orrstown Financial Services
Pennsylvania
$849K -$128K -824 -13%
RIA
2032
Richwood Investment Advisors
Ohio
$849K +$25.7K +165 +3%
EIP
2033
Essential Investment Partners
Colorado
$847K -$11.1K -71 -1%
RA
2034
RiverPark Advisors
New York
$846K -$112K -720 -12%
KFS
2035
Keynote Financial Services
Connecticut
$845K -$1.09K -7 -0.1%
LWM
2036
Lakeridge Wealth Management
Ohio
$845K +$3.9K +25 +0.5%
PPC
2037
Park Place Capital
Alabama
$844K +$200K +1,285 +31%
COCM
2038
Charter Oak Capital Management
New Hampshire
$841K -$312 -2 -0%
CIA
2039
Caerus Investment Advisors
Texas
$839K -$1.07M -6,877 -56%
MJP
2040
Michael J. Puzo
$835K -$109K -700 -12%
I
2041
INVST
Indiana
$832K +$835K +5,359 New
TWP
2042
Triad Wealth Partners
Kansas
$831K -$623 -4 -0.1%
RFG
2043
Range Financial Group
Oregon
$831K -$77.1K -495 -8%
UAG
2044
United Advisor Group
Ohio
$831K +$131K +839 +19%
MCCP
2045
Mission Creek Capital Partners
California
$831K +$174K +1,115 +10%
BC
2046
Broadwater Capital
Massachusetts
$830K – – –
ISFAN
2047
Investor's Fiduciary Advisor Network
Washington
$829K +$44.1K +283 +6%
CCM
2048
Chiron Capital Management
Florida
$828K +$831K +5,333 New
CAWM
2049
Capital Advisors Wealth Management
Washington
$828K -$156 -1 -0%
CIM
2050
CIM Investment Management
Pennsylvania
$828K -$4.05K -26 -0.5%
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