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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
2001
Seven Springs Wealth Group
Tennessee
$861K – – –
OCG
2002
Opus Capital Group
Ohio
$859K +$504 +3 +0.1%
EAMA
2003
EFG Asset Management (Americas)
Florida
$856K -$93.9K -559 -10%
BOM
2004
Bank of Marin
California
$856K – – –
VHAM
2005
Van Hulzen Asset Management
California
$855K -$33.4K -199 -4%
SKK
2006
Shepherd Kaplan Krochuk
Massachusetts
$854K – – –
CA
2007
CGN Advisors
Kansas
$853K -$184K -1,095 -18%
AWA
2008
Alta Wealth Advisors
Massachusetts
$852K -$9.07K -54 -1%
UF
2009
Univest Financial
Pennsylvania
$850K +$33.2K +198 +4%
9WM
2010
9258 Wealth Management
Ohio
$847K -$33.7K -201 -4%
LFG
2011
Larson Financial Group
Missouri
$841K +$1.51K +9 +0.2%
MMHP
2012
Murphy Middleton Hinkle & Parker
Georgia
$840K -$10.4K -62 -1%
GA
2013
Geller Advisors
New York
$840K +$32.4K +193 +4%
PAWC
2014
P.A.W. Capital
Connecticut
$837K – – –
ESCM
2015
Echo Street Capital Management
New York
$837K +$509K +3,031 +154%
SC
2016
Shay Capital
New York
$837K +$839K +5,000 New
CIA
2017
Cladis Investment Advisory
Montana
$837K – – –
WA
2018
Waddell & Associates
Tennessee
$836K +$1.01K +6 +0.1%
PCM
2019
Perritt Capital Management
Illinois
$835K -$10.9K -65 -1%
EA
2020
Emerald Advisors
Washington
$834K +$40.8K +243 +5%
JWM
2021
Jeppson Wealth Management
California
$833K -$13.4K -80 -2%
LIA
2022
LBMC Investment Advisors
Tennessee
$832K +$3.19K +19 +0.4%
WAM
2023
Weatherly Asset Management
California
$832K +$17.5K +104 +2%
GFS
2024
GYL Financial Synergies
Connecticut
$831K -$4.74M -28,230 -85%
OCM
2025
One Capital Management
California
$830K -$10.2K -61 -1%
79 80
81
82 83