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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2001
Ahrens Investment Partners
Louisiana
$450K +$60.4K +213 +14%
FMBTD
2002
First Midwest Bank Trust Division
Illinois
$447K +$284 +1 +0.1%
PFG
2003
PAX Financial Group
Texas
$445K -$110K -387 -18%
TCMP
2004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$445K -$29.8K -105 -6%
MTIM
2005
Marathon Trading Investment Management
Pennsylvania
$445K +$485K +1,710 New
KIG
2006
Kowal Investment Group
Wisconsin
$444K +$62.7K +221 +15%
ODG
2007
O'Dell Group
Ohio
$443K +$27.5K +97 +6%
SAM
2008
Security Asset Management
New York
$442K – – –
VCM
2009
Vivaldi Capital Management
Illinois
$441K – – –
LCM
2010
Leisure Capital Management
California
$441K +$3.97K +14 +0.8%
CA
2011
Continuum Advisory
Idaho
$441K +$138K +488 +40%
SCS
2012
Syquant Capital SAS
France
$440K -$22.7K -80 -5%
LRPA
2013
L. Roy Papp & Associates
Arizona
$439K -$49.7K -175 -9%
HWM
2014
Hohimer Wealth Management
Washington
$438K -$308K -1,084 -39%
PL
2015
Parthenon LLC
Kentucky
$438K – – –
PAM
2016
Private Asset Management
California
$437K -$3.4K -12 -0.7%
CST
2017
Charles Schwab Trust
Nevada
$436K -$50.5K -178 -10%
CBN
2018
Cadence Bank NA
Texas
$432K +$56.7K +200 +14%
LNWTC
2019
Laird Norton Wetherby Trust Company
Washington
$432K +$58.2K +205 +14%
TFM
2020
TFC Financial Management
Massachusetts
$431K +$15.6K +55 +3%
BFC
2021
Bedel Financial Consulting
Indiana
$430K +$4.26K +15 +0.9%
ER
2022
Enlightenment Research
Florida
$429K +$70.9K +250 +18%
EWM
2023
Endurance Wealth Management
Rhode Island
$428K – – –
CRCM
2024
Corbett Road Capital Management
Virginia
$428K +$34.3K +121 +8%
TWP
2025
Tempus Wealth Planning
California
$426K +$4.54K +16 +1%
79 80
81
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