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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2001
Chartist Inc
California
$449K -$22.2K -88 -5%
PBO
2002
Peoples Bank (Ohio)
Ohio
$445K +$16.2K +64 +4%
LC
2003
Lindbrook Capital
California
$445K +$20.2K +80 +5%
MG
2004
Markel Group
Virginia
$444K – – –
RCS
2005
Retirement Capital Strategies
California
$437K – – –
T
2006
TRUADVICE
Florida
$436K -$168K -667 -29%
AWP
2007
Ascent Wealth Partners
New York
$436K +$4.54K +18 +1%
HAS
2008
HBW Advisory Services
California
$435K -$336K -1,329 -43%
CWA
2009
Clarus Wealth Advisors
Arizona
$435K -$16.2K -64 -4%
HWM
2010
Hohimer Wealth Management
Washington
$432K -$1.94M -7,691 -81%
VCM
2011
Vigilant Capital Management
Maine
$431K +$164K +650 +58%
RB
2012
Rodgers Brothers
Pennsylvania
$430K – – –
1WM
2013
1900 Wealth Management
Texas
$430K +$124K +490 +38%
ABC
2014
Associated Banc-Corp
Wisconsin
$430K +$421K +1,667 +59%
SIA
2015
Strategic Investment Advisors
Michigan
$429K -$10.6K -42 -2%
LFA
2016
Legacy Financial Advisors
Kentucky
$429K +$52.8K +209 +13%
CC
2017
Cannell & Co
New York
$429K +$60.6K +240 +16%
CWP
2018
Capital Wealth Planning
Florida
$427K +$123K +488 +38%
CC
2019
Caxton Corporation
New Jersey
$427K +$124K +490 +39%
CCM
2020
Chickasaw Capital Management
Tennessee
$425K +$5.05K +20 +1%
KAM
2021
Kirkoswald Asset Management
New York
$425K +$442K +1,750 New
CRCM
2022
Corbett Road Capital Management
Virginia
$419K -$52.8K -209 -11%
RCA
2023
Ranch Capital Advisors
Florida
$419K – – –
HI
2024
Hudock Inc
Pennsylvania
$418K -$505 -2 -0.1%
BOPW
2025
Brandywine Oak Private Wealth
Pennsylvania
$416K -$3.28K -13 -0.8%
79 80
81
82 83