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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2001
Pendal Group
Australia
$656K +$48.2K +331 +8%
EN1L
2002
Engine No 1 LLC
California
$654K +$643K +4,415 New
WW
2003
Westshore Wealth
California
$651K +$42K +288 +7%
OIM
2004
Orca Investment Management
Oregon
$651K +$63.8K +438 +11%
BWM
2005
Buckley Wealth Management
Nevada
$649K -$6.99K -48 -1%
PCG
2006
Private Capital Group
Connecticut
$647K -$17K -117 -3%
BDF
2007
Black Diamond Financial
Maryland
$647K – – –
FFC
2008
First Financial Corp
Indiana
$647K +$43.4K +298 +7%
AWMF
2009
Arbor Wealth Management (Florida)
Florida
$645K +$30.2K +207 +5%
BPM
2010
Bowling Portfolio Management
Ohio
$644K -$1.31K -9 -0.2%
SDWMA
2011
Schneider Downs Wealth Management Advisors
Pennsylvania
$643K +$10.6K +73 +2%
T
2012
TRUADVICE
Florida
$643K +$139K +957 +31%
AFC
2013
AFT Forsyth & Company
Florida
$641K – – –
BOM
2014
Bank of Marin
California
$639K – – –
DLCIG
2015
D.L. Carlson Investment Group
New Hampshire
$638K -$7.29K -50 -1%
HDIM
2016
Hanson & Doremus Investment Management
Vermont
$638K +$41.8K +287 +7%
ONST
2017
Old North State Trust
North Carolina
$638K +$159K +1,090 +34%
CGFA
2018
Colton Groome Financial Advisors
North Carolina
$636K +$626K +4,295 New
SWA
2019
SOA Wealth Advisors
New York
$635K -$728 -5 -0.1%
CWC
2020
Carolinas Wealth Consulting
North Carolina
$634K -$35.4K -243 -5%
MIC
2021
Meridian Investment Counsel
California
$633K – – –
NAMM
2022
NorthStar Asset Management (Massachusetts)
Massachusetts
$632K +$622K +4,266 New
ACP
2023
Aveo Capital Partners
Colorado
$632K +$17K +117 +3%
ACM
2024
AlphaCrest Capital Management
New York
$631K -$825K -5,662 -57%
CWA
2025
Clearview Wealth Advisors
Oregon
$631K +$13.3K +91 +2%
79 80
81
82 83