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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2001
First Heartland Consultants
Missouri
$454K -$22.3K -165 -4%
KS
2002
Karpas Strategies
Connecticut
$454K – – –
GTCM
2003
Gyon Technologies Capital Management
New Jersey
$454K +$510K +3,777 New
BCM
2004
Bienville Capital Management
New York
$452K +$509K +3,767 New
SWA
2005
Stratos Wealth Advisors
Ohio
$451K +$101K +746 +25%
LIA
2006
LBMC Investment Advisors
Tennessee
$450K +$2.84K +21 +0.6%
TC
2007
Truvestments Capital
Florida
$449K -$967K -7,152 -66%
LSC
2008
Lesa Sroufe & Co
Washington
$448K – – –
PIMG
2009
Patriot Investment Management Group
Tennessee
$447K +$135 +1 +0%
JIP
2010
JBJ Investment Partners
South Carolina
$446K -$23.4K -173 -4%
HAFS
2011
Hapanowicz & Associates Financial Services
Pennsylvania
$445K – – –
GLR
2012
Great Lakes Retirement
Ohio
$444K -$228K -1,689 -31%
CF
2013
Centaurus Financial
California
$444K -$54.2K -401 -10%
RPWA
2014
Regent Peak Wealth Advisors
Georgia
$444K -$4.59K -34 -0.9%
CII
2015
Capital International Inc
California
$444K +$500K +3,700 New
AWM
2016
AllSquare Wealth Management
New York
$443K -$36.9K -273 -7%
HSWM
2017
Hubbell Strickland Wealth Management
Louisiana
$440K +$2.43K +18 +0.5%
BCA
2018
Berman Capital Advisors
Georgia
$439K +$37.3K +276 +8%
TIM
2019
Tortoise Investment Management
New York
$438K -$6.08K -45 -1%
AIFAIM
2020
American Institute for Advanced Investment Management
Arizona
$438K – – –
CP
2021
Covenant Partners
Tennessee
$438K +$128K +945 +35%
CPSC
2022
Carl P. Sherr & Co
Massachusetts
$436K – – –
SIS
2023
Sound Income Strategies
Florida
$435K +$110K +816 +29%
IFWM
2024
Institute for Wealth Management
Colorado
$434K -$65.4K -484 -12%
CA
2025
Calton & Associates
Florida
$434K -$54.7K -405 -10%
79 80
81
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