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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
1976
Purpose Unlimited Inc
$801K -$7.48K -50 -0.8%
SAA
1977
Southeast Asset Advisors
Georgia
$798K – – –
AAM
1978
Aureus Asset Management
Massachusetts
$797K -$7.33K -49 -0.8%
PWAM
1979
Pinnacle West Asset Management
Wyoming
$795K – – –
PMA
1980
Prudent Man Advisors
Illinois
$795K +$90.2K +603 +11%
PPW
1981
Parcion Private Wealth
Washington
$795K -$105K -699 -11%
AC
1982
Asio Capital
Kentucky
$791K -$36.8K -246 -4%
RCG
1983
Regatta Capital Group
California
$791K +$12.3K +82 +1%
FG
1984
Foster Group
Iowa
$787K -$131K -878 -13%
PCP
1985
Proficio Capital Partners
Massachusetts
$787K +$869K +5,812 New
CMF
1986
Counterpoint Mutual Funds
California
$780K +$26.2K +175 +3%
CFS
1987
CRA Financial Services
New Jersey
$779K -$29K -194 -3%
MCM
1988
Marathon Capital Management
Maryland
$778K -$93.2K -623 -10%
BCM
1989
BTC Capital Management
Iowa
$775K +$391K +2,612 +84%
RAG
1990
RIA Advisory Group
Iowa
$775K +$82.2K +550 +11%
DCM
1991
Dorato Capital Management
Colorado
$775K +$5.23K +35 +0.6%
AWM
1992
Avior Wealth Management
Nebraska
$774K -$1.6M -10,668 -65%
QCIG
1993
Quad-Cities Investment Group
Iowa
$774K -$14.7K -98 -2%
TSMHT
1994
Thurston Springer Miller Herd & Titak
Indiana
$773K +$68.9K +461 +9%
BWM
1995
Bernicke Wealth Management
Wisconsin
$772K -$299 -2 -0%
RFA
1996
Resurgent Financial Advisors
Georgia
$770K +$269K +1,802 +46%
GCM
1997
Gallacher Capital Management
Colorado
$768K -$14.5M -96,872 -94%
SWM
1998
SHP Wealth Management
Massachusetts
$766K +$343K +2,293 +68%
FFM
1999
Forum Financial Management
Illinois
$765K +$105K +702 +14%
ITIM
2000
Indiana Trust & Investment Management
Indiana
$764K -$15K -100 -2%
78 79
80
81 82