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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2001
Certified Advisory Corp
Florida
$175K -$7.02K -62 -4%
BCM
2002
Blume Capital Management
California
$173K – – –
GAM
2003
Gemmer Asset Management
California
$166K -$6.23K -55 -4%
TAIM
2004
TD Ameritrade Investment Management
Nebraska
$165K +$147K +1,302 +761%
WCAMG
2005
Woodard & Company Asset Management Group
North Carolina
$157K -$10.2K -90 -6%
IOOF
2006
Independent Order of Foresters
Ontario, Canada
$157K – – –
PCA
2007
Peddock Capital Advisors
Massachusetts
$157K – – –
HWM
2008
Holloway Wealth Management
Florida
$152K – – –
NIM
2009
NuWave Investment Management
New Jersey
$150K +$151K +1,336 +22,267%
PCP
2010
Proficio Capital Partners
Massachusetts
$144K +$4.53K +40 +3%
ACA
2011
Atlas Capital Advisors
Wyoming
$140K – – –
FA
2012
Fortis Advisors
Pennsylvania
$134K -$5.66K -50 -4%
FAM
2013
Foresters Asset Management
Ontario, Canada
$129K – – –
RAM
2014
Riggs Asset Management
Pennsylvania
$128K – – –
CH
2015
Canton Hathaway
Rhode Island
$127K +$129K +1,136 New
CWA
2016
Clarus Wealth Advisors
Arizona
$126K +$25K +221 +24%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$83.9K +741 +196%
AC
2018
Avestar Capital
New York
$124K -$6.23K -55 -5%
WA
2019
WealthTrust-Arizona
Arizona
$124K +$91.3K +806 +269%
SHJ
2020
Sharkey, Howes & Javer
Colorado
$123K – – –
PRS
2021
Pinkerton Retirement Specialists
Idaho
$122K – – –
WWMSC
2022
Wagner Wealth Management (South Carolina)
South Carolina
$118K +$453 +4 +0.4%
SMG
2023
Spectrum Management Group
Indiana
$117K -$5.1K -45 -4%
CPH
2024
C Partners Holding
Switzerland
$114K -$130K -1,149 -53%
BC
2025
Blackhill Capital
New Jersey
$112K – – –
79 80
81
82 83