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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Condor Capital Management
New Jersey
$203K +$682 +6 +0.3%
HCA
2002
Heck Capital Advisors
Wisconsin
$203K -$569 -5 -0.3%
CPH
2003
C Partners Holding
Switzerland
$202K -$60K -528 -22%
DWM
2004
Dakota Wealth Management
Florida
$201K – – –
VR
2005
Viridian RIA
Washington
$201K +$214K +1,879 New
MM
2006
Meridian Management
Arkansas
$200K – – –
NCM
2007
Nelson Capital Management
California
$198K +$10.5K +92 +5%
TFO
2008
Tarbox Family Office
California
$196K -$41.2K -362 -17%
SIAS
2009
Shine Investment Advisory Services
Colorado
$195K – – –
LFG
2010
LifePlan Financial Group
Ohio
$183K +$190K +1,674 New
PP
2011
PDS Planning
Ohio
$178K +$186K +1,634 New
PWAG
2012
Polaris Wealth Advisory Group
California
$177K -$45.5K -400 -20%
GAM
2013
Gemmer Asset Management
California
$172K – – –
NIM
2014
NuWave Investment Management
New Jersey
$171K +$159K +1,394 +860%
BCM
2015
Blume Capital Management
California
$169K -$25.6K -225 -13%
CIA
2016
Cascade Investment Advisors
Oregon
$168K +$38.7K +340 +28%
PWM
2017
Perigon Wealth Management
California
$168K – – –
CAC
2018
Certified Advisory Corp
Florida
$166K +$45.4K +399 +35%
MWM
2019
MinichMacGregor Wealth Management
New York
$164K -$7.96K -70 -4%
WCAMG
2020
Woodard & Company Asset Management Group
North Carolina
$163K -$11.4K -100 -6%
H
2021
Hexavest
Quebec, Canada
$156K – – –
HWM
2022
Holloway Wealth Management
Florida
$154K – – –
CCA
2023
Clearwater Capital Advisors
Illinois
$154K +$160K +1,409 New
ACM
2024
Armbruster Capital Management
New York
$153K – – –
PCA
2025
Peddock Capital Advisors
Massachusetts
$153K – – –
79 80
81
82 83