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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
2001
Kuhn & Co Investment Counsel
Illinois
$816K -$134K -940 -14%
ATWA
2002
Arbor Trust Wealth Advisors
Michigan
$816K -$148K -1,039 -15%
KWM
2003
KFG Wealth Management
Indiana
$815K -$24.1K -169 -3%
TW
2004
Towerpoint Wealth
California
$814K +$28.4K +199 +4%
FWP
2005
FAS Wealth Partners
Kansas
$813K -$143 -1 -0%
BC
2006
Broadwater Capital
Massachusetts
$812K – – –
PG
2007
Proffitt & Goodson
Tennessee
$811K +$11K +77 +1%
LA
2008
Lifeworks Advisors
Michigan
$810K -$39.8K -279 -5%
DI
2009
Diligent Investors
California
$809K -$275K -1,925 -25%
FM
2010
Foster & Motley
Ohio
$806K -$17.1K -120 -2%
OPPS
2011
Obsidian Personal Planning Solutions
Maryland
$806K +$11.7K +82 +2%
KJHP
2012
K.J. Harrison & Partners
Ontario, Canada
$806K +$808K +5,661 New
COCM
2013
Charter Oak Capital Management
New Hampshire
$805K -$1.43K -10 -0.2%
FC
2014
Farringdon Capital
United Kingdom
$804K +$818K +5,726 New
IA
2015
Insight Advisors
Pennsylvania
$803K -$11.1K -78 -1%
1IA
2016
1834 Investment Advisors
Wisconsin
$803K – – –
SAA
2017
Southeast Asset Advisors
Georgia
$803K +$67.1K +470 +9%
GDP
2018
Great Diamond Partners
Maine
$802K -$571 -4 -0.1%
BMWM
2019
Brown Miller Wealth Management
Virginia
$801K -$341K -2,389 -30%
SB
2020
SIG Brokerage
New York
$801K +$102K +716 +14%
AIM
2021
AMI Investment Management
Indiana
$796K -$5K -35 -0.6%
IGGA
2022
Iron Gate Global Advisors
Utah
$796K -$62.4K -437 -7%
PA
2023
Promethium Advisors
Maryland
$795K +$46.4K +325 +6%
RCWM
2024
Royal Capital Wealth Management
Indiana
$794K +$3.14K +22 +0.4%
CA
2025
Cornerstone Advisory
Maryland
$791K -$86.7K -607 -10%
79 80
81
82 83