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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2001
Proficio Capital Partners
Massachusetts
$1.04M +$36.4K +195 +4%
CWM
2002
C2C Wealth Management
Arizona
$1.04M +$112K +600 +12%
SIC
2003
Sigma Investment Counselors
Michigan
$1.04M +$243K +1,300 +30%
TIA
2004
Traphagen Investment Advisors
New Jersey
$1.04M +$192K +1,030 +23%
SLA
2005
Silver Lake Advisory
Utah
$1.04M +$2.61K +14 +0.3%
WSC
2006
Wellington Shields & Co
New York
$1.03M -$6.16K -33 -0.6%
AWA
2007
Aaron Wealth Advisors
Illinois
$1.03M +$26.1K +140 +3%
NFA
2008
Northern Financial Advisors
Michigan
$1.03M -$35.3K -189 -3%
PIA
2009
Pinion Investment Advisors
Kansas
$1.03M +$6.34K +34 +0.6%
AP
2010
Arlington Partners
Alabama
$1.03M +$179K +958 +21%
CA
2011
Cresta Advisors
Texas
$1.02M – – –
ISWM
2012
Independent Solutions Wealth Management
New York
$1.02M +$148K +794 +17%
SEP
2013
Southland Equity Partners
Missouri
$1.02M +$435K +2,330 +73%
RSA
2014
River Street Advisors
Illinois
$1.02M -$24.6K -132 -2%
LA
2015
Lifeworks Advisors
Michigan
$1.02M +$7.46K +40 +0.7%
PG
2016
Proffitt & Goodson
Tennessee
$1.01M +$1.87K +10 +0.2%
FSA
2017
Franklin Street Advisors
North Carolina
$1.01M -$42K -225 -4%
AIM
2018
Aigen Investment Management
New York
$1.01M +$744K +3,985 +276%
AWA
2019
Arkadios Wealth Advisors
Georgia
$1M +$57.5K +308 +6%
PIMG
2020
Patriot Investment Management Group
Tennessee
$1M -$7.09K -38 -0.7%
DWM
2021
Dechtman Wealth Management
Colorado
$1M +$1.01M +5,411 New
SCI
2022
Stableford Capital II
Arizona
$1,000K +$1.02M +5,441 New
S
2023
SimplyRich
California
$998K – – –
SFP
2024
Shepherd Financial Partners
Massachusetts
$992K +$5.6K +30 +0.6%
AA
2025
Advisory Alpha
Michigan
$988K +$74.5K +399 +8%
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