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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2001
ERTS Wealth Advisors
Michigan
$526K – – –
AIIMS
2002
Analyst IMS Investment Management Services
Israel
$524K -$40.8K -300 -7%
TI
2003
Truepoint Inc
Ohio
$524K -$34K -250 -6%
SC
2004
SRB Corp
Massachusetts
$523K +$53.6K +394 +11%
EIG
2005
Ellenbecker Investment Group
Wisconsin
$522K +$23.5K +173 +5%
RA
2006
Rational Advisors
New York
$521K -$2.57M -18,896 -83%
RHBC
2007
R.H. Bluestein & Co
Michigan
$521K +$519K +3,813 New
KS
2008
Karpas Strategies
Connecticut
$517K – – –
BS
2009
Banco Santander
Spain
$516K -$70.2M -515,457 -99%
VWA
2010
Visionary Wealth Advisors
Illinois
$513K +$510K +3,750 New
RWM
2011
Raffa Wealth Management
District of Columbia
$512K – – –
ECM
2012
ExodusPoint Capital Management
New York
$511K -$4.79M -35,168 -90%
BRG
2013
Bay Rivers Group
Virginia
$510K +$508K +3,734 New
RPWA
2014
Regent Peak Wealth Advisors
Georgia
$510K +$508K +3,736 New
LSC
2015
Lesa Sroufe & Co
Washington
$509K – – –
PIMG
2016
Patriot Investment Management Group
Tennessee
$509K +$5.44K +40 +1%
LIA
2017
LBMC Investment Advisors
Tennessee
$509K +$76.2K +560 +18%
KP
2018
Keel Point
Alabama
$508K – – –
HAFS
2019
Hapanowicz & Associates Financial Services
Pennsylvania
$507K – – –
TIM
2020
Tortoise Investment Management
New York
$505K -$46.5K -342 -8%
GFPC
2021
Global Financial Private Client
Florida
$503K +$501K +3,678 New
NQWM
2022
Northwest Quadrant Wealth Management
Oregon
$501K -$49.9K -367 -9%
TI
2023
Tidal Investments
Wisconsin
$501K +$149K +1,094 +43%
FNBOH
2024
First National Bank of Hutchinson
Kansas
$500K +$130K +958 +35%
HSWM
2025
Hubbell Strickland Wealth Management
Louisiana
$498K -$20.4K -150 -4%
79 80
81
82 83