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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
One Capital Management
California
$621K -$12.3K -90 -2%
PCP
2002
Proficio Capital Partners
Massachusetts
$618K -$26.9K -196 -4%
BDF
2003
Black Diamond Financial
Maryland
$618K – – –
CNBT
2004
Cornerstone National Bank & Trust
Illinois
$618K -$26.1K -190 -4%
LFA
2005
Legacy Financial Advisors
Kentucky
$617K +$41.2K +300 +7%
BPM
2006
Bowling Portfolio Management
Ohio
$616K -$36.2K -264 -6%
DLCIG
2007
D.L. Carlson Investment Group
New Hampshire
$616K – – –
APC
2008
Aspire Private Capital
North Carolina
$615K -$154K -1,119 -20%
RPG
2009
Resource Planning Group
Georgia
$614K – – –
TIA
2010
Traphagen Investment Advisors
New Jersey
$612K -$3.02K -22 -0.5%
CCM
2011
Chickasaw Capital Management
Tennessee
$612K +$30.2K +220 +5%
AFC
2012
AFT Forsyth & Company
Florida
$611K -$7.41K -54 -1%
HDIM
2013
Hanson & Doremus Investment Management
Vermont
$611K +$1.78K +13 +0.3%
BOM
2014
Bank of Marin
California
$610K – – –
BCA
2015
Berman Capital Advisors
Georgia
$608K +$79.6K +580 +16%
CCIA
2016
Campbell & Co Investment Adviser
Maryland
$608K +$590K +4,300 New
SWA
2017
SOA Wealth Advisors
New York
$607K +$137 +1 +0%
TWP
2018
Tempus Wealth Planning
California
$607K +$202K +1,471 +52%
MIC
2019
Meridian Investment Counsel
California
$604K – – –
MA
2020
MCF Advisors
Kentucky
$604K +$124K +905 +27%
SDWMA
2021
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K +$221K +1,608 +60%
PAG
2022
Pinnacle Advisory Group
Maryland
$604K +$254K +1,851 +76%
NIM
2023
Nexus Investment Management
Ontario, Canada
$601K – – –
CA
2024
Capital Advantage
California
$601K +$79.6K +580 +16%
CWP
2025
Concord Wealth Partners
Virginia
$601K +$452K +3,291 +345%
79 80
81
82 83