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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2001
Spinnaker Investment Group
California
$762K +$400K +2,674 +91%
OC
2002
Opinicus Capital
Florida
$760K +$7.78K +52 +0.9%
4A
2003
4Wealth Advisors
Illinois
$758K +$7.78K +52 +1%
SHA
2004
Seneca House Advisors
Virginia
$758K -$127K -847 -13%
BMWS
2005
Brady Martz Wealth Solutions
North Dakota
$757K +$5.38K +36 +0.6%
BC
2006
Broadwater Capital
Massachusetts
$756K -$29.9K -200 -3%
CCM
2007
Chiron Capital Management
Florida
$756K +$36.9K +247 +5%
GPI
2008
General Partner Inc
Pennsylvania
$754K – – –
FFA
2009
Florida Financial Advisors
Florida
$752K -$34.4K -230 -4%
CCM
2010
Compass Capital Management
Minnesota
$752K +$481K +3,219 +100%
OWP
2011
Obermeyer Wealth Partners
Colorado
$752K -$5.53K -37 -0.7%
VWM
2012
Venturi Wealth Management
Texas
$751K +$59.5K +398 +8%
AAG
2013
Asset Advisory Group
New Jersey
$749K -$2.24K -15 -0.3%
GEA
2014
Glen Eagle Advisors
New Jersey
$749K +$108K +719 +15%
FFM
2015
Fullerton Fund Management
Singapore
$749K +$77.9K +521 +10%
GS
2016
GTS Securities
Florida
$748K -$1.12M -7,520 -58%
PPWM
2017
Paragon Private Wealth Management
Kentucky
$747K -$93K -622 -10%
MCM
2018
Magnolia Capital Management
New York
$746K -$98.4K -658 -11%
PWMG
2019
Prestige Wealth Management Group
New Jersey
$745K +$205K +1,368 +33%
GAM
2020
Grandview Asset Management
Pennsylvania
$743K -$464K -3,104 -36%
KAS
2021
KPP Advisory Services
Kentucky
$741K -$1.5K -10 -0.2%
UIC
2022
Uniplan Investment Counsel
Wisconsin
$738K -$31.3K -209 -4%
RA
2023
RiverPark Advisors
New York
$738K – – –
1IA
2024
1834 Investment Advisors
Wisconsin
$738K -$27.4K -183 -3%
VEM
2025
Vann Equity Management
Texas
$737K +$536K +3,587 +193%
79 80
81
82 83