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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IOOF
2001
Independent Order of Foresters
Ontario, Canada
$157K – – –
PCA
2002
Peddock Capital Advisors
Massachusetts
$157K – – –
HWM
2003
Holloway Wealth Management
Florida
$152K – – –
NIM
2004
NuWave Investment Management
New Jersey
$150K +$151K +1,336 +22,267%
PCP
2005
Proficio Capital Partners
Massachusetts
$144K +$4.53K +40 +3%
ACA
2006
Atlas Capital Advisors
Wyoming
$140K – – –
FA
2007
Fortis Advisors
Pennsylvania
$134K -$5.66K -50 -4%
FAM
2008
Foresters Asset Management
Ontario, Canada
$129K – – –
RAM
2009
Riggs Asset Management
Pennsylvania
$128K – – –
CH
2010
Canton Hathaway
Rhode Island
$127K +$129K +1,136 New
CWA
2011
Clarus Wealth Advisors
Arizona
$126K +$25K +221 +24%
PFGIA
2012
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$83.9K +741 +196%
AC
2013
Avestar Capital
New York
$124K -$6.23K -55 -5%
WA
2014
WealthTrust-Arizona
Arizona
$124K +$91.3K +806 +269%
SHJ
2015
Sharkey, Howes & Javer
Colorado
$123K – – –
PRS
2016
Pinkerton Retirement Specialists
Idaho
$122K – – –
WWMSC
2017
Wagner Wealth Management (South Carolina)
South Carolina
$118K +$453 +4 +0.4%
SMG
2018
Spectrum Management Group
Indiana
$117K -$5.1K -45 -4%
CPH
2019
C Partners Holding
Switzerland
$114K -$130K -1,149 -53%
BC
2020
Blackhill Capital
New Jersey
$112K – – –
CA
2021
Centerpoint Advisors
Massachusetts
$108K -$13.5K -119 -11%
WA
2022
WP Advisors
California
$107K -$14K -124 -11%
HRC
2023
Hoertkorn Richard Charles
$104K – – –
CPA
2024
Cowen Prime Advisors
New York
$101K – – –
PCIA
2025
Prime Capital Investment Advisors
Kansas
$101K +$79.6K +703 +352%
79 80
81
82 83