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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2001
FCG Advisors
New Jersey
$373K +$9.62K +75 +3%
FNBOH
2002
First National Bank of Hutchinson
Kansas
$373K +$34.5K +269 +10%
MIH
2003
Meitav Investment House
Israel
$370K +$360K +2,812 New
STA
2004
Summit Trail Advisors
New York
$369K +$7.69K +60 +2%
NC
2005
Noked Capital
Israel
$367K -$154K -1,200 -30%
NI
2006
Noked Israel
Israel
$367K -$154K -1,200 -30%
SIS
2007
Sound Income Strategies
Florida
$365K +$279K +2,173 +357%
LC
2008
Landaas & Company
Wisconsin
$364K -$15K -117 -4%
LDFR
2009
Lehman & Derafelo Financial Resources
Pennsylvania
$362K +$349K +2,725 New
WIM
2010
Westside Investment Management
California
$362K +$355K +2,767 New
KLI
2011
Kelman-Lazarov Inc
Tennessee
$361K -$30.8K -240 -8%
EA
2012
Elm Advisors
California
$361K +$25K +195 +8%
ACM
2013
AlphaStar Capital Management
North Carolina
$359K -$164K -1,283 -32%
GC
2014
Garde Capital
Washington
$359K -$92.9K -725 -21%
BAMG
2015
Brand Asset Management Group
Missouri
$359K – – –
SFS
2016
Summit Financial Strategies
Ohio
$357K – – –
CG
2017
Cutler Group
California
$357K +$349K +2,726 New
GC
2018
Gilbert & Cook
Iowa
$356K +$5.26K +41 +2%
C
2019
Cerebellum
California
$354K – – –
SCP
2020
Syntal Capital Partners
Texas
$354K +$346K +2,700 New
BFPW
2021
BOK Financial Private Wealth
Colorado
$353K +$45.5K +355 +15%
CIA
2022
Cascade Investment Advisors
Oregon
$353K -$25.6K -200 -7%
LA
2023
LexAurum Advisors
Kansas
$351K +$385 +3 +0.1%
HR
2024
Hayden Royal
North Carolina
$351K +$95.6K +746 +40%
EMB
2025
Elefante Mark B
$350K -$1.28K -10 -0.4%
79 80
81
82 83