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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2001
WealthTrust Asset Management
Florida
$1.01M +$2.76K +16 +0.3%
ADIM
2002
Alpha DNA Investment Management
Maryland
$1.01M -$774K -4,483 -42%
AWM
2003
Avitas Wealth Management
California
$1M -$751K -4,352 -42%
EFL
2004
ERn Financial LLC
Wisconsin
$1M +$26.4K +153 +3%
WSCM
2005
Wellington Shields Capital Management
New York
$1M -$94.1K -545 -8%
HVP
2006
Hudson Value Partners
Florida
$1M -$25.9K -150 -2%
AAM
2007
Aureus Asset Management
Massachusetts
$999K +$145K +842 +16%
AWG
2008
Altus Wealth Group
Colorado
$998K -$4.49K -26 -0.4%
FM
2009
Foster & Motley
Ohio
$998K -$8.28K -48 -0.8%
ECA
2010
Elevated Capital Advisors
Utah
$997K -$1.45M -8,376 -58%
FCA
2011
FinTrust Capital Advisors
South Carolina
$997K -$19.7K -114 -2%
FW
2012
FullCircle Wealth
Texas
$995K +$1.02M +5,915 New
RCWM
2013
Royal Capital Wealth Management
Indiana
$995K -$26.9K -156 -3%
MIA
2014
MeadowBrook Investment Advisors
Michigan
$994K -$40.6K -235 -4%
MIC
2015
Meridian Investment Counsel
California
$993K +$25.9K +150 +3%
HWA
2016
Heartwood Wealth Advisors
Virginia
$992K +$378K +2,192 +57%
FFS
2017
Founders Financial Securities
Maryland
$988K +$597K +3,462 +137%
KA
2018
KLCM Advisors
Wisconsin
$988K -$8.63K -50 -0.8%
WAG
2019
Winthrop Advisory Group
Massachusetts
$987K -$17.6K -102 -2%
HBT
2020
Heartland Bank & Trust
Illinois
$986K +$7.94K +46 +0.8%
PIM
2021
Profit Investment Management
Maryland
$983K +$280K +1,625 +38%
BW
2022
Bison Wealth
Georgia
$980K – – –
RFA
2023
Resurgent Financial Advisors
Georgia
$980K -$55.9K -324 -5%
BC
2024
Broadwater Capital
Massachusetts
$978K – – –
BTC
2025
Bank & Trust Company
Illinois
$978K +$1.02M +5,930 New
79 80
81
82 83