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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2001
Regatta Capital Group
California
$894K -$75.6K -485 -8%
ACM
2002
Argyle Capital Management
Pennsylvania
$893K – – –
AA
2003
Addison Advisors
Vermont
$891K +$1.09K +7 +0.1%
ITIM
2004
Indiana Trust & Investment Management
Indiana
$891K -$95.7K -614 -10%
BWM
2005
Bernicke Wealth Management
Wisconsin
$886K -$12.8K -82 -1%
LAIC
2006
Lederer & Associates Investment Counsel
California
$880K -$89.9K -577 -9%
DO
2007
denkapparat Operations
Germany
$880K +$883K +5,666 New
UIC
2008
Uniplan Investment Counsel
Wisconsin
$879K -$29.3K -188 -3%
JRPCML
2009
J. R. Prunier Capital Management LLC
Massachusetts
$877K -$935 -6 -0.1%
1IA
2010
1834 Investment Advisors
Wisconsin
$875K -$13.1K -84 -1%
VAM
2011
Virtue Asset Management
Illinois
$874K +$82.9K +532 +10%
OWP
2012
Obermeyer Wealth Partners
Colorado
$868K +$26.2K +168 +3%
RWM
2013
Riverbend Wealth Management
South Carolina
$868K +$51.3K +329 +6%
DCM
2014
Dorato Capital Management
Colorado
$867K +$8.57K +55 +1%
CMF
2015
Counterpoint Mutual Funds
California
$867K +$870K +5,584 New
CA
2016
Cornerstone Advisory
Maryland
$867K +$20.7K +133 +2%
FNBOH
2017
First National Bank of Hutchinson
Kansas
$866K – – –
MSCM
2018
McElhenny Sheffield Capital Management
Texas
$866K +$13.9K +89 +2%
GPI
2019
General Partner Inc
Pennsylvania
$865K – – –
JGIA
2020
Jackson Grant Investment Advisers
Connecticut
$864K +$9.97K +64 +1%
OC
2021
Opinicus Capital
Florida
$864K -$104K -669 -11%
AWAU
2022
Alliance Wealth Advisors (Utah)
Utah
$864K -$166K -1,067 -16%
BMWS
2023
Brady Martz Wealth Solutions
North Dakota
$863K -$83.4K -535 -9%
TS
2024
Triglav Skladi
Slovenia
$862K +$294K +1,886 +51%
AAG
2025
Asset Advisory Group
New Jersey
$862K – – –
79 80
81
82 83