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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2001
American Institute for Advanced Investment Management
Arizona
$505K – – –
CA
2002
Capital Advantage
California
$503K -$6.26K -46 -1%
OFS
2003
Oldfather Financial Services
Nebraska
$502K +$1.36K +10 +0.3%
NQWM
2004
Northwest Quadrant Wealth Management
Oregon
$501K +$2.31K +17 +0.5%
SMH
2005
Sanders Morris Harris
Texas
$500K +$476K +3,500 New
TC
2006
Trilogy Capital
California
$500K +$491K +3,607 New
HWMG
2007
Hurlow Wealth Management Group
Indiana
$499K – – –
HCM
2008
Howard Capital Management
Georgia
$499K +$40.3K +296 +9%
UBV
2009
United Bank (Virginia)
Virginia
$497K +$131K +960 +37%
ZAM
2010
Zevin Asset Management
Massachusetts
$495K +$13.6K +100 +3%
CAM
2011
Cubic Asset Management
Massachusetts
$494K – – –
JF
2012
Jump Financial
Illinois
$493K +$484K +3,555 New
BONST
2013
Bank of Nova Scotia Trust
Ontario, Canada
$492K -$16.6K -122 -3%
GAAM
2014
Guinness Atkinson Asset Management
California
$492K +$34K +250 +8%
BCM
2015
Bluefin Capital Management
New York
$488K -$1.68M -12,362 Closed
BCA
2016
Berman Capital Advisors
Georgia
$487K -$90.3K -664 -16%
UBG
2017
United Bank (Georgia)
Georgia
$486K -$30.1K -221 -6%
AF
2018
AMG Funds
Connecticut
$485K -$16.3K -120 -3%
TCOK
2019
Trust Company of Kansas
Kansas
$485K +$2.18K +16 +0.5%
CIP
2020
Convergence Investment Partners
Florida
$484K -$7.21K -53 -1%
OWP
2021
Obermeyer Wealth Partners
Colorado
$484K +$237K +1,744 +100%
CHA
2022
Cooper/Haims Advisors
New York
$483K – – –
SFG
2023
StrategIQ Financial Group
Indiana
$483K +$13.6K +100 +3%
GFP
2024
Gryphon Financial Partners
Ohio
$482K +$175K +1,285 +59%
MG
2025
Mather Group
Illinois
$480K -$983K -7,230 -68%
79 80
81
82 83