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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
Alera Investment Advisors
Illinois
$875K +$16.3K +97 +2%
AA
2002
Advisory Alpha
Michigan
$874K +$1.85K +11 +0.2%
IIC
2003
Integrated Investment Consultants
Michigan
$873K -$75.4K -448 -8%
CCM
2004
Chickasaw Capital Management
Tennessee
$873K – – –
KFP
2005
KB Financial Partners
New Jersey
$872K -$4.71K -28 -0.5%
EA
2006
Emerald Advisors
Washington
$870K +$40.4K +240 +5%
MF
2007
Montis Financial
Massachusetts
$869K – – –
FL
2008
Fort LP
Maryland
$867K -$503K -2,990 -37%
LPT
2009
Legacy Private Trust
Wisconsin
$866K -$253K -1,505 -22%
WI
2010
Wedgewood Investors
Pennsylvania
$865K – – –
KFA
2011
Krane Funds Advisors
New York
$862K -$137K -811 -14%
GB
2012
Goepper Burkhardt
South Carolina
$859K – – –
QC
2013
Quent Capital
New York
$857K -$345K -2,049 -28%
SSWG
2014
Seven Springs Wealth Group
Tennessee
$857K – – –
BFA
2015
Buttonwood Financial Advisors
Maryland
$856K +$470K +2,792 +119%
LSA
2016
Lion Street Advisors
Texas
$854K -$2.36K -14 -0.3%
BFG
2017
Barber Financial Group
Kansas
$853K -$80.8K -480 -9%
OCG
2018
Opus Capital Group
Ohio
$852K -$3.7K -22 -0.4%
WCMN
2019
Westchester Capital Management (Nebraska)
Nebraska
$851K -$21.2K -126 -2%
AWA
2020
Alta Wealth Advisors
Massachusetts
$851K +$4.21K +25 +0.5%
AA
2021
Addison Advisors
Vermont
$850K -$46.1K -274 -5%
SKK
2022
Shepherd Kaplan Krochuk
Massachusetts
$850K – – –
FSG
2023
Financial Strategies Group
Michigan
$849K +$185K +1,100 +28%
MMHP
2024
Murphy Middleton Hinkle & Parker
Georgia
$837K +$337 +2 +0%
TFF
2025
The Family Firm
Maryland
$837K +$436K +2,589 +106%
79 80
81
82 83