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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2001
Peoples Bank (Ohio)
Ohio
$445K +$16.2K +64 +4%
LC
2002
Lindbrook Capital
California
$445K +$20.2K +80 +5%
MG
2003
Markel Group
Virginia
$444K – – –
RCS
2004
Retirement Capital Strategies
California
$437K – – –
T
2005
TRUADVICE
Florida
$436K -$168K -667 -29%
AWP
2006
Ascent Wealth Partners
New York
$436K +$4.54K +18 +1%
HAS
2007
HBW Advisory Services
California
$435K -$336K -1,329 -43%
CWA
2008
Clarus Wealth Advisors
Arizona
$435K -$16.2K -64 -4%
HWM
2009
Hohimer Wealth Management
Washington
$432K -$1.94M -7,691 -81%
VCM
2010
Vigilant Capital Management
Maine
$431K +$164K +650 +58%
RB
2011
Rodgers Brothers
Pennsylvania
$430K – – –
1WM
2012
1900 Wealth Management
Texas
$430K +$124K +490 +38%
ABC
2013
Associated Banc-Corp
Wisconsin
$430K +$421K +1,667 +59%
SIA
2014
Strategic Investment Advisors
Michigan
$429K -$10.6K -42 -2%
LFA
2015
Legacy Financial Advisors
Kentucky
$429K +$52.8K +209 +13%
CC
2016
Cannell & Co
New York
$429K +$60.6K +240 +16%
CWP
2017
Capital Wealth Planning
Florida
$427K +$123K +488 +38%
CC
2018
Caxton Corporation
New Jersey
$427K +$124K +490 +39%
CCM
2019
Chickasaw Capital Management
Tennessee
$425K +$5.05K +20 +1%
KAM
2020
Kirkoswald Asset Management
New York
$425K +$442K +1,750 New
CRCM
2021
Corbett Road Capital Management
Virginia
$419K -$52.8K -209 -11%
RCA
2022
Ranch Capital Advisors
Florida
$419K – – –
HI
2023
Hudock Inc
Pennsylvania
$418K -$505 -2 -0.1%
BOPW
2024
Brandywine Oak Private Wealth
Pennsylvania
$416K -$3.28K -13 -0.8%
AWM
2025
Absher Wealth Management
North Carolina
$416K – – –
79 80
81
82 83