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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
2001
Karpas Strategies
Connecticut
$454K – – –
GTCM
2002
Gyon Technologies Capital Management
New Jersey
$454K +$510K +3,777 New
BCM
2003
Bienville Capital Management
New York
$452K +$509K +3,767 New
SWA
2004
Stratos Wealth Advisors
Ohio
$451K +$101K +746 +25%
LIA
2005
LBMC Investment Advisors
Tennessee
$450K +$2.84K +21 +0.6%
TC
2006
Truvestments Capital
Florida
$449K -$967K -7,152 -66%
LSC
2007
Lesa Sroufe & Co
Washington
$448K – – –
PIMG
2008
Patriot Investment Management Group
Tennessee
$447K +$135 +1 +0%
JIP
2009
JBJ Investment Partners
South Carolina
$446K -$23.4K -173 -4%
HAFS
2010
Hapanowicz & Associates Financial Services
Pennsylvania
$445K – – –
GLR
2011
Great Lakes Retirement
Ohio
$444K -$228K -1,689 -31%
CF
2012
Centaurus Financial
California
$444K -$54.2K -401 -10%
RPWA
2013
Regent Peak Wealth Advisors
Georgia
$444K -$4.59K -34 -0.9%
CII
2014
Capital International Inc
California
$444K +$500K +3,700 New
AWM
2015
AllSquare Wealth Management
New York
$443K -$36.9K -273 -7%
HSWM
2016
Hubbell Strickland Wealth Management
Louisiana
$440K +$2.43K +18 +0.5%
BCA
2017
Berman Capital Advisors
Georgia
$439K +$37.3K +276 +8%
TIM
2018
Tortoise Investment Management
New York
$438K -$6.08K -45 -1%
AIFAIM
2019
American Institute for Advanced Investment Management
Arizona
$438K – – –
CP
2020
Covenant Partners
Tennessee
$438K +$128K +945 +35%
CPSC
2021
Carl P. Sherr & Co
Massachusetts
$436K – – –
SIS
2022
Sound Income Strategies
Florida
$435K +$110K +816 +29%
IFWM
2023
Institute for Wealth Management
Colorado
$434K -$65.4K -484 -12%
CA
2024
Calton & Associates
Florida
$434K -$54.7K -405 -10%
SFG
2025
StrategIQ Financial Group
Indiana
$431K -$1.89K -14 -0.4%
79 80
81
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