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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2001
Spirit of America Management Corp
New York
$293K – – –
MWM
2002
Mascoma Wealth Management
New Hampshire
$292K -$101K -900 -25%
TA
2003
TCG Advisors
Texas
$288K +$294K +2,604 New
GC
2004
Gilbert & Cook
Iowa
$288K +$294K +2,609 New
LFA
2005
Legacy Financial Advisors
Kentucky
$287K -$2.14K -19 -0.7%
BWA
2006
Burt Wealth Advisors
Maryland
$287K +$23.1K +205 +9%
TCM
2007
Traynor Capital Management
Pennsylvania
$286K +$9.47K +84 +3%
OSAM
2008
O'Shaughnessy Asset Management
Connecticut
$286K +$292K +2,592 New
CWM
2009
Connecticut Wealth Management
Connecticut
$283K – – –
MCM
2010
Marathon Capital Management
Maryland
$283K +$4.74K +42 +2%
JHP
2011
James Hambro & Partners
United Kingdom
$282K +$288K +2,550 New
EF
2012
Empirical Finance
Pennsylvania
$280K -$26.3K -233 -8%
TSS
2013
Two Sigma Securities
New York
$279K -$748K -6,630 -72%
BFPW
2014
BOK Financial Private Wealth
Colorado
$278K +$284K +2,520 New
FQ
2015
First Quadrant
California
$276K – – –
GP
2016
Geneva Partners
Wisconsin
$276K +$8.23K +73 +3%
EWF
2017
Epstein & White Financial
California
$276K +$33.4K +296 +13%
FTI
2018
Fiduciary Trust International
Massachusetts
$276K +$47K +417 +20%
MPPLM
2019
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$275K -$6.2K -55 -2%
AC
2020
Alley Company
Illinois
$274K +$279K +2,477 New
SFA
2021
Semmax Financial Advisors
North Carolina
$273K +$279K +2,473 New
FNBOH
2022
First National Bank of Hutchinson
Kansas
$272K +$277K +2,460 New
BCA
2023
Berman Capital Advisors
Georgia
$271K -$39.4K -349 -12%
SIA
2024
Starfire Investment Advisers
Michigan
$271K -$16.8K -149 -6%
PFA
2025
Pettinga Financial Advisors
Indiana
$271K +$277K +2,454 New
79 80
81
82 83