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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1976
McIlrath & Eck
Washington
$397K – – –
EP
1977
Edgestream Partners
New Jersey
$396K +$388K +3,023 New
PGA
1978
Portland Global Advisors
Maine
$395K +$71.5K +558 +23%
NJBEST
1979
New Jersey Better Educational Savings Trust
New Jersey
$393K -$385K -3,000 -50%
EMG
1980
Ellington Management Group
Connecticut
$393K -$25.6K -200 -6%
ACM
1981
Alethea Capital Management
Washington
$393K – – –
SSI
1982
Scott & Selber Inc
Texas
$390K – – –
TF
1983
TimeScale Financial
Massachusetts
$389K -$4.1K -32 -1%
AFM
1984
Andesa Financial Management
Pennsylvania
$388K -$341K -2,657 -47%
AW
1985
Alpha Windward
Massachusetts
$388K -$2.05K -16 -0.5%
LK
1986
Lumbard & Kellner
New Hampshire
$387K – – –
ACP
1987
Aveo Capital Partners
Colorado
$385K – – –
LC
1988
Lindbrook Capital
California
$385K +$42.7K +333 +13%
WA
1989
Wealth Architects
California
$383K -$2.69K -21 -0.7%
POIA
1990
Pin Oak Investment Advisors
Texas
$381K +$76.3K +595 +26%
ACM
1991
AUA Capital Management
Pennsylvania
$380K – – –
BFG
1992
Barber Financial Group
Kansas
$380K +$5.38K +42 +1%
VDFA
1993
Vickerman & Driscoll Financial Advisors
Washington
$378K -$68.3K -533 -16%
MAA
1994
Mraz Amerine & Associates
California
$377K – – –
RWM
1995
Rench Wealth Management
Texas
$375K +$1.79K +14 +0.5%
MWP
1996
MYCIO Wealth Partners
Pennsylvania
$374K -$121K -941 -25%
AEPG
1997
American Economic Planning Group
New Jersey
$374K +$4.74K +37 +1%
LD
1998
Lipe & Dalton
New York
$373K – – –
CWM
1999
Campbell Wealth Management
Virginia
$373K +$256 +2 +0.1%
NWM
2000
Northwest Wealth Management
Iowa
$373K +$8.08K +63 +2%
78 79
80
81 82