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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
2001
Wellington Shields & Co
New York
$1.02M -$52.4K -300 -5%
CPC
2002
Congress Park Capital
New York
$1.02M -$91.8K -525 -9%
BAM
2003
Blueshift Asset Management
New Jersey
$1.02M +$143K +817 +17%
SLA
2004
Silver Lake Advisory
Utah
$1.02M +$976K +5,581 New
SCM
2005
Stevens Capital Management
Pennsylvania
$1.01M +$513K +2,935 +112%
GA
2006
Geller Advisors
New York
$1.01M -$49.6K -284 -5%
QC
2007
Quent Capital
New York
$1.01M -$36.4K -208 -4%
PIA
2008
Pinion Investment Advisors
Kansas
$1.01M -$287K -1,642 -23%
MTIC
2009
Missouri Trust & Investment Company
Missouri
$1.01M -$52.4K -300 -5%
CA
2010
Cresta Advisors
Texas
$1.01M – – –
APWA
2011
Atlas Private Wealth Advisors
New Jersey
$1M +$121K +692 +14%
WCM
2012
Weik Capital Management
Pennsylvania
$1M -$14.9K -85 -2%
WB
2013
West Bancorporation
Iowa
$997K -$92.8K -531 -9%
PIMG
2014
Patriot Investment Management Group
Tennessee
$994K – – –
PG
2015
Proffitt & Goodson
Tennessee
$994K -$19.1K -109 -2%
LA
2016
Lifeworks Advisors
Michigan
$993K +$34.6K +198 +4%
AWA
2017
Aaron Wealth Advisors
Illinois
$992K +$140K +803 +17%
WWP
2018
WR Wealth Planners
Missouri
$990K +$911K +5,210 +2,379%
PCP
2019
Proficio Capital Partners
Massachusetts
$988K +$27.1K +155 +3%
RIM
2020
Redwood Investment Management
Arizona
$987K +$618K +3,537 +188%
HDIM
2021
Hanson & Doremus Investment Management
Vermont
$985K -$61.2K -350 -6%
CST
2022
Charles Schwab Trust
Nevada
$983K -$35.5K -203 -4%
SIA
2023
Schear Investment Advisers
Ohio
$983K +$17.3K +99 +2%
AIM
2024
Aurora Investment Managers
Florida
$982K -$488K -2,789 -34%
S
2025
SimplyRich
California
$982K – – –
79 80
81
82 83