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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
2001
Lake Point Wealth Management
Texas
$326K -$419K -3,676 -60%
RFN
2002
RDA Financial Network
Iowa
$326K +$300K +2,635 New
BB
2003
Bell Bank
North Dakota
$325K -$228 -2 -0.1%
DLHL
2004
Donald L. Hagan LLC
Florida
$325K – – –
GAM
2005
GQ Asset Management
New York
$324K +$302K +2,647 New
PCM
2006
Princeton Capital Management
New Jersey
$323K -$19.9K -175 -6%
SHGA
2007
Sand Hill Global Advisors
California
$321K +$299K +2,621 New
LC
2008
Lindbrook Capital
California
$319K -$9.46K -83 -3%
BWA
2009
Burt Wealth Advisors
Maryland
$319K +$684 +6 +0.2%
OSAM
2010
O'Shaughnessy Asset Management
Connecticut
$318K – – –
LB
2011
Landmark Bank
Missouri
$317K +$295K +2,593 New
KIM
2012
Karpus Investment Management
New York
$316K +$296K +2,600 New
TCM
2013
Traynor Capital Management
Pennsylvania
$314K -$2.96K -26 -1%
MCM
2014
Marathon Capital Management
Maryland
$314K – – –
FNBOH
2015
First National Bank of Hutchinson
Kansas
$313K +$12K +105 +4%
EA
2016
Elm Advisors
California
$313K +$45.6K +400 +19%
JHP
2017
James Hambro & Partners
United Kingdom
$312K – – –
LP
2018
LGL Partners
Pennsylvania
$311K +$289K +2,540 New
UBV
2019
United Bank (Virginia)
Virginia
$309K -$98.7K -866 -26%
CWM
2020
Connecticut Wealth Management
Connecticut
$307K -$6.38K -56 -2%
FQ
2021
First Quadrant
California
$306K – – –
CIC
2022
Cornercap Investment Counsel
Georgia
$306K +$21.1K +185 +8%
OCM
2023
Orleans Capital Management
Louisiana
$305K -$114K -1,000 -29%
PWAC
2024
Private Wealth Advisors (California)
California
$302K +$3.65K +32 +1%
PFA
2025
Pettinga Financial Advisors
Indiana
$301K +$114 +1 +0%
79 80
81
82 83