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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Human Investing
Oregon
$382K -$91.5K -689 -20%
SC
2002
Sawyer & Company
Massachusetts
$381K -$1.86M -13,993 -83%
SIS
2003
Sound Income Strategies
Florida
$381K – – –
LDFR
2004
Lehman & Derafelo Financial Resources
Pennsylvania
$381K +$6.78K +51 +2%
JPMIA
2005
J.P. Marvel Investment Advisors
Massachusetts
$380K +$368K +2,771 New
FA
2006
FCG Advisors
New Jersey
$379K -$9.83K -74 -3%
LC
2007
Landaas & Company
Wisconsin
$378K -$2.39K -18 -0.6%
KLI
2008
Kelman-Lazarov Inc
Tennessee
$378K – – –
IWA
2009
Inspirion Wealth Advisors
Illinois
$378K +$76K +572 +26%
EA
2010
Elm Advisors
California
$377K – – –
GC
2011
Garde Capital
Washington
$377K +$1.2K +9 +0.3%
CWM
2012
Campbell Wealth Management
Virginia
$376K -$13.8K -104 -4%
BAMG
2013
Brand Asset Management Group
Missouri
$376K – – –
TCM
2014
Traynor Capital Management
Pennsylvania
$374K +$17.4K +131 +5%
LD
2015
Lipe & Dalton
New York
$373K -$17K -128 -4%
AEPG
2016
American Economic Planning Group
New Jersey
$373K -$13.7K -103 -4%
SFS
2017
Summit Financial Strategies
Ohio
$373K – – –
PFO
2018
Pathstone Family Office
New Jersey
$370K -$276K -2,075 -43%
FNBOH
2019
First National Bank of Hutchinson
Kansas
$370K -$17.7K -133 -5%
VAG
2020
VisionPoint Advisory Group
Texas
$369K +$136K +1,023 +64%
GWM
2021
Greenwich Wealth Management
Connecticut
$369K +$358K +2,695 New
LA
2022
LexAurum Advisors
Kansas
$368K +$531 +4 +0.1%
MIFH
2023
Migdal Insurance & Financial Holdings
Israel
$368K +$62.4K +470 +21%
ACA
2024
Aptus Capital Advisors
Alabama
$367K -$75.5K -568 -17%
POIA
2025
Pin Oak Investment Advisors
Texas
$367K -$29.9K -225 -8%
79 80
81
82 83