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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2001
Bison Wealth
Georgia
$859K +$97K +563 +12%
PA
2002
Perennial Advisors
New York
$858K -$22.1K -128 -2%
AA
2003
Advisory Alpha
Michigan
$857K – – –
SFP
2004
Shepherd Financial Partners
Massachusetts
$856K +$91K +528 +11%
CCM
2005
Chickasaw Capital Management
Tennessee
$855K – – –
LSA
2006
Lion Street Advisors
Texas
$849K -$16.9K -98 -2%
PPWP
2007
Proquility Private Wealth Partners
Nevada
$849K -$12.6K -73 -1%
GSC
2008
Ground Swell Capital
South Carolina
$849K +$686K +3,983 +327%
WI
2009
Wedgewood Investors
Pennsylvania
$847K – – –
LWAM
2010
Legacy Wealth Asset Management
Minnesota
$845K -$113K -657 -11%
ISWM
2011
Independent Solutions Wealth Management
New York
$844K +$68.1K +395 +8%
MF
2012
Montis Financial
Massachusetts
$843K -$8.62K -50 -1%
GB
2013
Goepper Burkhardt
South Carolina
$841K – – –
AWA
2014
Alta Wealth Advisors
Massachusetts
$835K – – –
IIC
2015
Integrated Investment Consultants
Michigan
$834K -$22.4K -130 -2%
OCG
2016
Opus Capital Group
Ohio
$834K -$172 -1 -0%
EFI
2017
EHP Funds Inc
Canada
$833K -$115K -670 -12%
SKK
2018
Shepherd Kaplan Krochuk
Massachusetts
$833K – – –
BFG
2019
Barber Financial Group
Kansas
$831K -$5.34K -31 -0.6%
MPPLM
2020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$831K +$83.8K +486 +11%
VIM
2021
VELA Investment Management
Ohio
$829K -$106K -614 -11%
WCMN
2022
Westchester Capital Management (Nebraska)
Nebraska
$829K -$5.17K -30 -0.6%
PCP
2023
Proficio Capital Partners
Massachusetts
$829K +$11.4K +66 +1%
IPAM
2024
ICICI Prudential Asset Management
India
$827K +$163K +943 +23%
LPT
2025
Legacy Private Trust
Wisconsin
$822K -$27.6K -160 -3%
79 80
81
82 83