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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
2001
Poplar Forest Capital
California
$1.04M – – –
NAS
2002
NWF Advisory Services
California
$1.04M +$506K +3,050 +100%
RSA
2003
River Street Advisors
Illinois
$1.04M +$67.3K +406 +7%
MTC
2004
Matrix Trust Company
Colorado
$1.04M +$4.15K +25 +0.4%
BWM
2005
Buckley Wealth Management
Nevada
$1.04M -$6.3K -38 -0.6%
WAG
2006
Winthrop Advisory Group
Massachusetts
$1.03M -$51.4K -310 -5%
PWP
2007
Precedent Wealth Partners
Texas
$1.03M +$1.01M +6,090 New
DI
2008
Diligent Investors
California
$1.03M +$18.2K +110 +2%
CAM
2009
Cidel Asset Management
Ontario, Canada
$1.03M +$1.01M +6,078 New
HBWM
2010
Hollow Brook Wealth Management
New York
$1.03M – – –
SA
2011
Sunesis Advisors
Kansas
$1.03M – – –
FPAS
2012
Focus Partners Advisor Solutions
Missouri
$1.03M -$2.17M -13,113 -68%
CP
2013
Canopy Partners
Ohio
$1.03M +$996K +6,008 New
PIA
2014
Pinion Investment Advisors
Kansas
$1.03M +$41.1K +248 +4%
MIC
2015
Meridian Investment Counsel
California
$1.02M – – –
CA
2016
Claar Advisors
New York
$1.02M +$24.9K +150 +3%
VWM
2017
VCI Wealth Management
Missouri
$1.02M +$995K +6,000 New
SCI
2018
Stableford Capital II
Arizona
$1.02M +$39.5K +238 +4%
KWA
2019
Kingswood Wealth Advisors
California
$1.02M +$643K +3,880 +185%
PWA
2020
Provenance Wealth Advisors
Florida
$1.02M -$4.15K -25 -0.4%
WFM
2021
Wolff Financial Management
Michigan
$1.01M +$34.8K +210 +4%
GC
2022
Gilbert & Cook
Iowa
$1.01M +$188K +1,133 +23%
JGIA
2023
Jackson Grant Investment Advisers
Connecticut
$1.01M – – –
C
2024
CEDRUS
Colorado
$1.01M +$41.5K +250 +4%
SFG
2025
Sunburst Financial Group
Alabama
$1.01M +$204K +1,233 +26%
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