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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Circle Wealth Management
New Jersey
$233K +$1.26K +11 +0.6%
CG
1977
Corundum Group
Colorado
$230K -$48.5K -425 -18%
FMP
1978
Financial Management Professionals
Texas
$230K – – –
BCI
1979
Brinker Capital Investments
Pennsylvania
$229K -$308K -2,701 -59%
CIC
1980
Cornercap Investment Counsel
Georgia
$229K -$1.37K -12 -0.6%
HHGA
1981
Halbert Hargrove Global Advisors
California
$229K +$218K +1,910 New
BB
1982
Bell Bank
North Dakota
$227K +$1.6K +14 +0.7%
CBOR
1983
Community Bank of Raymore
Missouri
$227K +$216K +1,890 New
WCM
1984
Wedge Capital Management
North Carolina
$226K +$215K +1,881 New
LFG
1985
Larson Financial Group
Missouri
$225K +$214K +1,878 New
OGC
1986
Oak Grove Capital
New Hampshire
$225K +$215K +1,880 New
JG
1987
Jefferies Group
New York
$224K -$26.7M -234,064 -99%
FNBOH
1988
First National Bank of Hutchinson
Kansas
$224K -$56K -490 -21%
SCCM
1989
Schafer Cullen Capital Management
New York
$224K -$4.57K -40 -2%
GKWIM
1990
Gerber Kawasaki Wealth & Investment Management
California
$224K +$1.14K +10 +0.5%
HCA
1991
Heck Capital Advisors
Wisconsin
$223K +$2.28K +20 +1%
PPCM
1992
Pillar Pacific Capital Management
California
$223K -$14.7K -129 -6%
CCM
1993
Condor Capital Management
New Jersey
$222K -$20K -175 -9%
TIA
1994
Tiemann Investment Advisors
California
$222K – – –
XS
1995
XML Securities
Maryland
$221K +$211K +1,846 New
MM
1996
Meridian Management
Arkansas
$220K -$15.8K -138 -7%
CP
1997
Coho Partners
Pennsylvania
$220K -$1.83K -16 -0.9%
DWM
1998
Dakota Wealth Management
Florida
$220K +$210K +1,837 New
AAM
1999
American Asset Management
Florida
$219K – – –
RW
2000
REDW Wealth
New Mexico
$218K – – –
78 79
80
81 82