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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
2001
Bank of Marin
California
$640K -$4.97K -35 -0.8%
HDIM
2002
Hanson & Doremus Investment Management
Vermont
$638K -$42.6K -300 -7%
LB
2003
Legacy Bridge
Iowa
$636K +$160K +1,125 +36%
ONST
2004
Old North State Trust
North Carolina
$634K -$111K -780 -15%
DA
2005
Doliver Advisors
Texas
$634K +$120K +842 +25%
MIC
2006
Meridian Investment Counsel
California
$633K – – –
GC
2007
Gilbert & Cook
Iowa
$631K +$48.3K +340 +9%
TI
2008
Truepoint Inc
Ohio
$631K +$605K +4,253 New
GA
2009
Greytown Advisors
Florida
$627K +$64.7K +455 +12%
SL
2010
Summitry LLC
California
$621K +$426 +3 +0.1%
WAS
2011
Wealth Advisory Solutions
Indiana
$620K -$148K -1,041 -20%
GA
2012
GFS Advisors
Texas
$619K -$34.7K -244 -6%
SCA
2013
Sippican Capital Advisors
Massachusetts
$617K -$75.3K -530 -11%
BFA
2014
Brendel Financial Advisors
New Hampshire
$617K – – –
NIM
2015
Nexus Investment Management
Ontario, Canada
$617K +$124K +875 +26%
BRG
2016
Bay Rivers Group
Virginia
$616K -$7.11K -50 -1%
AWMF
2017
Arbor Wealth Management (Florida)
Florida
$615K – – –
SFA
2018
Semmax Financial Advisors
North Carolina
$615K +$46.9K +330 +9%
CCA
2019
Childress Capital Advisors
Texas
$615K +$589K +4,144 New
PIM
2020
Profit Investment Management
Maryland
$612K -$722K -5,080 -55%
DWP
2021
Destiny Wealth Partners
Florida
$612K +$586K +4,126 New
CCM
2022
Chickasaw Capital Management
Tennessee
$610K -$156K -1,100 -21%
GI
2023
Glovista Investments
New Jersey
$609K – – –
VCM
2024
Versant Capital Management
Arizona
$608K -$143K -1,004 -20%
FFC
2025
First Financial Corp
Indiana
$603K -$13.1K -92 -2%
79 80
81
82 83