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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
2001
Roman Butler Fullerton & Co
Missouri
$1.02M -$40.8K -229 -4%
FIBT
2002
First International Bank & Trust
North Dakota
$1.02M +$36.4K +204 +4%
LSA
2003
Leonteq Securities AG
Switzerland
$1.02M -$406K -2,278 -29%
BLAM
2004
Bourne Lent Asset Management
New York
$1.02M – – –
CST
2005
Charles Schwab Trust
Nevada
$1.01M +$45.5K +255 +5%
SDAM
2006
Shulman DeMeo Asset Management
New York
$1.01M +$4.99K +28 +0.5%
JGIA
2007
Jackson Grant Investment Advisers
Connecticut
$1.01M -$12.1K -68 -1%
WCM
2008
Weik Capital Management
Pennsylvania
$1.01M +$19.6K +110 +2%
GI
2009
Gradient Investments
Minnesota
$1.01M -$167K -937 -14%
PG
2010
Proffitt & Goodson
Tennessee
$1M -$12.1K -68 -1%
BWM
2011
Baystate Wealth Management
Massachusetts
$1M +$7.67K +43 +0.8%
WCA
2012
Waypoint Capital Advisors
Minnesota
$1M -$9.81K -55 -1%
RSA
2013
River Street Advisors
Illinois
$1M +$989K +5,547 New
CA
2014
Cresta Advisors
Texas
$999K +$4.1K +23 +0.4%
HWAM
2015
Hennion & Walsh Asset Management
New Jersey
$997K +$573K +3,214 +139%
VCP
2016
Verus Capital Partners
Arizona
$996K -$31.4K -176 -3%
MPPLM
2017
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$996K +$75.8K +425 +8%
EFI
2018
EHP Funds Inc
Canada
$986K +$64.2K +360 +7%
SBL
2019
Sargent Bickham Lagudis
Colorado
$986K -$33K -185 -3%
CWP
2020
Concord Wealth Partners
Virginia
$984K -$349K -1,955 -26%
SCI
2021
Stableford Capital II
Arizona
$980K -$18.9K -106 -2%
MC
2022
McMorgan & Co
California
$979K -$4.46K -25 -0.5%
MSWM
2023
McGlone Suttner Wealth Management
Wisconsin
$978K +$965K +5,411 New
COCM
2024
Charter Oak Capital Management
New Hampshire
$977K +$8.56K +48 +0.9%
MWM
2025
Marion Wealth Management
Pennsylvania
$974K +$122K +686 +15%
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