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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2001
Capital Advisors Wealth Management
Washington
$787K +$53.1K +394 +7%
AA
2002
Addison Advisors
Vermont
$787K +$53.9K +400 +7%
APG
2003
Abacus Planning Group
South Carolina
$787K -$6.06K -45 -0.7%
PIA
2004
Pollock Investment Advisors
Michigan
$785K -$44.9K -333 -5%
EHAM
2005
Eagle Harbor Asset Management
Washington
$785K +$91.6K +680 +13%
WFM
2006
Wolff Financial Management
Michigan
$783K +$674 +5 +0.1%
CPC
2007
Congress Park Capital
New York
$782K +$60.6K +450 +8%
PWAM
2008
Pinnacle West Asset Management
Wyoming
$779K -$7.41K -55 -0.9%
SHA
2009
Seneca House Advisors
Virginia
$779K +$28K +208 +4%
DE
2010
Diversified Enterprises
Delaware
$779K -$44.7K -332 -5%
SFS
2011
Security Financial Services
Indiana
$778K +$99.8K +741 +14%
BTWM
2012
Brass Tax Wealth Management
Ohio
$776K +$22.4K +166 +3%
EWM
2013
EPG Wealth Management
Georgia
$775K -$69.2K -514 -8%
APWA
2014
Atlas Private Wealth Advisors
New Jersey
$773K -$243K -1,804 -24%
FM
2015
Foster & Motley
Ohio
$773K -$18.5K -137 -2%
FA
2016
Faithward Advisors
Pennsylvania
$773K +$43.6K +324 +6%
CA
2017
Continuum Advisory
Idaho
$772K -$41K -304 -5%
FWM
2018
Forza Wealth Management
Florida
$772K -$14.8K -110 -2%
HA
2019
Herold Advisors
New York
$771K -$57.9K -430 -7%
VIG
2020
Vienna Insurance Group
Poland
$768K -$212K -1,573 -21%
TCOTS
2021
Trust Company of the South
North Carolina
$766K +$38K +282 +5%
FMTCOCP
2022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$766K -$313K -2,322 -29%
GFA
2023
Gallagher Fiduciary Advisors
Illinois
$765K -$16.4K -122 -2%
FWP
2024
FAS Wealth Partners
Kansas
$765K -$2.24M -16,628 -74%
IA
2025
Insight Advisors
Pennsylvania
$764K -$4.45K -33 -0.6%
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81
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