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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1976
New Jersey Better Educational Savings Trust
New Jersey
$411K – – –
SSI
1977
Scott & Selber Inc
Texas
$408K – – –
ACP
1978
Aveo Capital Partners
Colorado
$407K +$4.52K +34 +1%
GCM
1979
Gladius Capital Management
Illinois
$405K -$31.2K -235 -7%
JGUA
1980
John G. Ullman & Associates
New York
$404K -$73.7K -555 -16%
CWM
1981
Cranbrook Wealth Management
Michigan
$404K -$18.7K -141 -5%
LK
1982
Lumbard & Kellner
New Hampshire
$404K – – –
WA
1983
Wealth Architects
California
$401K +$133 +1 +0%
TF
1984
TimeScale Financial
Massachusetts
$398K -$9.17K -69 -2%
BFG
1985
Barber Financial Group
Kansas
$397K +$266 +2 +0.1%
HR
1986
Hayden Royal
North Carolina
$397K +$35.9K +270 +10%
ACM
1987
AUA Capital Management
Pennsylvania
$396K – – –
VDFA
1988
Vickerman & Driscoll Financial Advisors
Washington
$396K – – –
RWM
1989
Rench Wealth Management
Texas
$394K +$1.86K +14 +0.5%
LC
1990
Lindbrook Capital
California
$392K -$10.8K -81 -3%
MAA
1991
Mraz Amerine & Associates
California
$392K -$2.66K -20 -0.7%
NWM
1992
Northwest Wealth Management
Iowa
$392K +$1.86K +14 +0.5%
CFGS
1993
Concourse Financial Group Securities
Alabama
$391K -$2.32M -17,452 -86%
PAG
1994
Pinnacle Advisory Group
Maryland
$388K +$144K +1,087 +62%
GC
1995
Gilbert & Cook
Iowa
$386K +$13.4K +101 +4%
BWA
1996
BDO Wealth Advisors
Florida
$386K +$23.2K +175 +7%
LFA
1997
Legend Financial Advisors
Pennsylvania
$385K -$48.8K -367 -12%
CCM
1998
Cribstone Capital Management
Maine
$384K -$161K -1,215 -30%
EMG
1999
Ellington Management Group
Connecticut
$384K -$26.6K -200 -7%
PTC
2000
Provident Trust Company
Wisconsin
$384K +$372K +2,800 New
78 79
80
81 82