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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2001
BFSG LLC
California
$499K +$84.4K +640 +20%
BCM
2002
Bienville Capital Management
New York
$498K – – –
LIA
2003
LBMC Investment Advisors
Tennessee
$497K +$1.45K +11 +0.3%
SFG
2004
SNS Financial Group
Minnesota
$495K -$5.01K -38 -1%
CW
2005
CreativeOne Wealth
Kansas
$495K +$38K +288 +8%
UBG
2006
United Bank (Georgia)
Georgia
$493K -$113K -855 -19%
SEM
2007
Suncoast Equity Management
Florida
$493K -$21.1K -160 -4%
LSC
2008
Lesa Sroufe & Co
Washington
$493K – – –
CA
2009
Capital Advantage
California
$491K -$65.9K -500 -12%
HAFS
2010
Hapanowicz & Associates Financial Services
Pennsylvania
$491K – – –
AFM
2011
Andesa Financial Management
Pennsylvania
$491K +$30.4K +231 +7%
CA
2012
Calton & Associates
Florida
$490K +$11.5K +87 +2%
AWM
2013
AllSquare Wealth Management
New York
$487K – – –
HWMG
2014
Hurlow Wealth Management Group
Indiana
$486K -$1.32K -10 -0.3%
BONST
2015
Bank of Nova Scotia Trust
Ontario, Canada
$486K +$27K +205 +6%
HSWM
2016
Hubbell Strickland Wealth Management
Louisiana
$485K +$1.05K +8 +0.2%
OFS
2017
Oldfather Financial Services
Nebraska
$484K +$1.32K +10 +0.3%
EC
2018
Estate Counselors
Wisconsin
$484K +$17.1K +130 +4%
CP
2019
Covenant Partners
Tennessee
$483K – – –
1WA
2020
180 Wealth Advisors
Washington
$482K -$166K -1,260 -26%
AIFAIM
2021
American Institute for Advanced Investment Management
Arizona
$482K – – –
IFWM
2022
Institute for Wealth Management
Colorado
$479K +$1.19K +9 +0.2%
AF
2023
AMG Funds
Connecticut
$478K -$117K -889 -20%
LC
2024
Landaas & Company
Wisconsin
$477K +$1.05K +8 +0.2%
SB
2025
Sunflower Bank
Texas
$477K +$476K +3,613 New
79 80
81
82 83