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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthShield Partners
North Carolina
$1.02M +$6.42K +36 +0.6%
RBFC
2002
Roman Butler Fullerton & Co
Missouri
$1.02M -$40.8K -229 -4%
FIBT
2003
First International Bank & Trust
North Dakota
$1.02M +$36.4K +204 +4%
LSA
2004
Leonteq Securities AG
Switzerland
$1.02M -$406K -2,278 -29%
BLAM
2005
Bourne Lent Asset Management
New York
$1.02M – – –
CST
2006
Charles Schwab Trust
Nevada
$1.01M +$45.5K +255 +5%
SDAM
2007
Shulman DeMeo Asset Management
New York
$1.01M +$4.99K +28 +0.5%
JGIA
2008
Jackson Grant Investment Advisers
Connecticut
$1.01M -$12.1K -68 -1%
WCM
2009
Weik Capital Management
Pennsylvania
$1.01M +$19.6K +110 +2%
GI
2010
Gradient Investments
Minnesota
$1.01M -$167K -937 -14%
PG
2011
Proffitt & Goodson
Tennessee
$1M -$12.1K -68 -1%
BWM
2012
Baystate Wealth Management
Massachusetts
$1M +$7.67K +43 +0.8%
WCA
2013
Waypoint Capital Advisors
Minnesota
$1M -$9.81K -55 -1%
RSA
2014
River Street Advisors
Illinois
$1M +$989K +5,547 New
CA
2015
Cresta Advisors
Texas
$999K +$4.1K +23 +0.4%
HWAM
2016
Hennion & Walsh Asset Management
New Jersey
$997K +$573K +3,214 +139%
VCP
2017
Verus Capital Partners
Arizona
$996K -$31.4K -176 -3%
MPPLM
2018
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$996K +$75.8K +425 +8%
EFI
2019
EHP Funds Inc
Canada
$986K +$64.2K +360 +7%
SBL
2020
Sargent Bickham Lagudis
Colorado
$986K -$33K -185 -3%
CWP
2021
Concord Wealth Partners
Virginia
$984K -$349K -1,955 -26%
SCI
2022
Stableford Capital II
Arizona
$980K -$18.9K -106 -2%
MC
2023
McMorgan & Co
California
$979K -$4.46K -25 -0.5%
MSWM
2024
McGlone Suttner Wealth Management
Wisconsin
$978K +$965K +5,411 New
COCM
2025
Charter Oak Capital Management
New Hampshire
$977K +$8.56K +48 +0.9%
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