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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
AlphaStar Capital Management
North Carolina
$218K +$114 +1 +0.1%
1WA
2002
180 Wealth Advisors
Washington
$218K +$207K +1,817 New
OWP
2003
Obermeyer Wealth Partners
Colorado
$217K – – –
WP
2004
WealthSource Partners
California
$215K -$208K -1,821 -50%
GI
2005
Gradient Investments
Minnesota
$215K -$42.4K -371 -17%
SIAS
2006
Shine Investment Advisory Services
Colorado
$215K -$32.5K -285 -14%
GWM
2007
Greenwich Wealth Management
Connecticut
$215K -$25.8K -226 -11%
BFG
2008
Bouchey Financial Group
New York
$214K +$204K +1,782 New
FA
2009
FCG Advisors
New Jersey
$214K +$204K +1,787 New
BCM
2010
Blume Capital Management
California
$213K – – –
DIP
2011
DT Investment Partners
Pennsylvania
$212K +$202K +1,768 New
CF
2012
Centaurus Financial
California
$212K +$202K +1,771 New
SIM
2013
Sadoff Investment Management
Wisconsin
$212K +$202K +1,772 New
FHB
2014
First Hawaiian Bank
Hawaii
$210K -$9.02K -79 -4%
IAS
2015
IMA Advisory Services
Colorado
$210K +$200K +1,751 New
SRSA
2016
S.R. Schill & Associates
Washington
$210K +$200K +1,755 New
NWM
2017
Northwest Wealth Management
Iowa
$209K +$199K +1,742 New
SSA
2018
South Street Advisors
New York
$209K +$200K +1,750 New
NCM
2019
Nelson Capital Management
California
$207K +$1.83K +16 +0.9%
HJA
2020
Hugh Johnson Advisors
New York
$207K +$197K +1,728 New
CCT
2021
Capital City Trust
Florida
$207K +$198K +1,730 New
BS
2022
Banco Santander
Spain
$206K -$809K -7,083 -80%
CA
2023
Cortland Associates
Missouri
$206K +$196K +1,714 New
MCM
2024
Millie Capital Management
California
$205K -$11.4K -100 -6%
HFA
2025
High Falls Advisors
New York
$205K +$195K +1,705 New
79 80
81
82 83