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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1976
Icon Advisers
Colorado
$309K -$372K -3,300 -54%
FA
1977
FCG Advisors
New Jersey
$309K +$17.5K +155 +6%
P
1978
&Partners
Tennessee
$309K +$315K +2,793 New
SFS
1979
Summit Financial Strategies
Ohio
$307K +$19.7K +175 +7%
LC
1980
Landaas & Company
Wisconsin
$306K – – –
BWCS
1981
Beirne Wealth Consulting Services
Connecticut
$306K +$310K +2,748 New
LA
1982
LexAurum Advisors
Kansas
$305K +$4.06K +36 +1%
PC
1983
Port Capital
Illinois
$304K -$453K -4,015 -59%
NWM
1984
Northwest Wealth Management
Iowa
$304K – – –
PCM
1985
Prelude Capital Management
New York
$304K +$97.4K +864 +46%
GRP
1986
Global Retirement Partners
California
$303K -$10.7K -95 -3%
CAL
1987
Capital Advisors Ltd
Ohio
$303K – – –
FA
1988
Financial Advisors
Massachusetts
$303K +$309K +2,740 New
CWM
1989
Campbell Wealth Management
Virginia
$303K +$309K +2,741 New
EMB
1990
Elefante Mark B
$302K – – –
KLI
1991
Kelman-Lazarov Inc
Tennessee
$300K -$256K -2,269 -45%
LIA
1992
LBMC Investment Advisors
Tennessee
$298K +$19.4K +172 +7%
AWA
1993
Alaska Wealth Advisors
Alaska
$297K – – –
VAM
1994
Verity Asset Management
North Carolina
$297K +$1.8K +16 +0.6%
CF
1995
Centaurus Financial
California
$297K +$113K +1,000 +50%
UF
1996
Univest Financial
Pennsylvania
$296K +$302K +2,676 New
LC
1997
Lindbrook Capital
California
$296K +$303K +2,687 New
FWCM
1998
First Western Capital Management
California
$294K -$168K -1,488 -36%
BB
1999
Bell Bank
North Dakota
$293K -$113 -1 -0%
DLHL
2000
Donald L. Hagan LLC
Florida
$293K – – –
78 79
80
81 82