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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
2001
RIA Advisory Group
Iowa
$775K +$82.2K +550 +11%
DCM
2002
Dorato Capital Management
Colorado
$775K +$5.23K +35 +0.6%
AWM
2003
Avior Wealth Management
Nebraska
$774K -$1.6M -10,668 -65%
QCIG
2004
Quad-Cities Investment Group
Iowa
$774K -$14.7K -98 -2%
TSMHT
2005
Thurston Springer Miller Herd & Titak
Indiana
$773K +$68.9K +461 +9%
BWM
2006
Bernicke Wealth Management
Wisconsin
$772K -$299 -2 -0%
RFA
2007
Resurgent Financial Advisors
Georgia
$770K +$269K +1,802 +46%
GCM
2008
Gallacher Capital Management
Colorado
$768K -$14.5M -96,872 -94%
SWM
2009
SHP Wealth Management
Massachusetts
$766K +$343K +2,293 +68%
FFM
2010
Forum Financial Management
Illinois
$765K +$105K +702 +14%
ITIM
2011
Indiana Trust & Investment Management
Indiana
$764K -$15K -100 -2%
SIG
2012
Spinnaker Investment Group
California
$762K +$400K +2,674 +91%
OC
2013
Opinicus Capital
Florida
$760K +$7.78K +52 +0.9%
4A
2014
4Wealth Advisors
Illinois
$758K +$7.78K +52 +1%
SHA
2015
Seneca House Advisors
Virginia
$758K -$127K -847 -13%
BMWS
2016
Brady Martz Wealth Solutions
North Dakota
$757K +$5.38K +36 +0.6%
BC
2017
Broadwater Capital
Massachusetts
$756K -$29.9K -200 -3%
CCM
2018
Chiron Capital Management
Florida
$756K +$36.9K +247 +5%
GPI
2019
General Partner Inc
Pennsylvania
$754K – – –
FFA
2020
Florida Financial Advisors
Florida
$752K -$34.4K -230 -4%
CCM
2021
Compass Capital Management
Minnesota
$752K +$481K +3,219 +100%
OWP
2022
Obermeyer Wealth Partners
Colorado
$752K -$5.53K -37 -0.7%
VWM
2023
Venturi Wealth Management
Texas
$751K +$59.5K +398 +8%
AAG
2024
Asset Advisory Group
New Jersey
$749K -$2.24K -15 -0.3%
GEA
2025
Glen Eagle Advisors
New Jersey
$749K +$108K +719 +15%
79 80
81
82 83