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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Venturi Wealth Management
Texas
$848K +$109K +744 +14%
A
2002
Argentarii
Ohio
$847K -$235K -1,600 -21%
QWP
2003
Quotient Wealth Partners
Texas
$847K +$131K +892 +18%
LA
2004
Lifeworks Advisors
Michigan
$847K +$19.5K +133 +2%
EW
2005
Elyxium Wealth
California
$846K +$11.9K +81 +1%
SAA
2006
Southeast Asset Advisors
Georgia
$846K +$26.4K +180 +3%
QCIG
2007
Quad-Cities Investment Group
Iowa
$843K -$7.79K -53 -0.9%
MIA
2008
MeadowBrook Investment Advisors
Michigan
$840K -$14K -95 -2%
UIC
2009
Uniplan Investment Counsel
Wisconsin
$839K +$859K +5,848 New
RFG
2010
Range Financial Group
Oregon
$839K +$321K +2,183 +60%
PA
2011
Probity Advisors
Texas
$839K +$422K +2,871 +97%
SFS
2012
Security Financial Services
Indiana
$832K -$1.47K -10 -0.2%
PG
2013
Proffitt & Goodson
Tennessee
$832K +$3.53K +24 +0.4%
BWM
2014
Bernicke Wealth Management
Wisconsin
$830K +$850K +5,785 New
BC
2015
Broadwater Capital
Massachusetts
$830K – – –
KAS
2016
KPP Advisory Services
Kentucky
$828K -$123K -839 -13%
ACM
2017
Argyle Capital Management
Pennsylvania
$825K -$154K -1,050 -15%
DI
2018
Diligent Investors
California
$825K -$2.06K -14 -0.2%
AA
2019
Addison Advisors
Vermont
$823K -$15.1K -103 -2%
4WM
2020
44 Wealth Management
Oregon
$821K +$161K +1,096 +24%
1IA
2021
1834 Investment Advisors
Wisconsin
$820K – – –
DS
2022
DRW Securities
Illinois
$819K +$847K +5,767 New
TC
2023
TwinBeech Capital
New York
$816K -$1.84M -12,525 -69%
HBT
2024
Heartland Bank & Trust
Illinois
$816K -$25.6K -174 -3%
CCG
2025
Coastwise Capital Group
California
$815K +$7.93K +54 +1%
79 80
81
82 83