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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1976
Ashton Thomas Private Wealth
Arizona
$552K +$93.1K +684 +20%
CIP
1977
Chartwell Investment Partners
Pennsylvania
$551K -$352K -2,584 -39%
CA
1978
Calton & Associates
Florida
$550K +$53.6K +394 +11%
SAMC
1979
Spectrum Asset Management (California)
California
$549K +$126K +926 +30%
CWM
1980
Confluence Wealth Management
Oregon
$548K – – –
MC
1981
Montag & Caldwell
Georgia
$547K -$136K -1,000 -20%
AAM
1982
Aureus Asset Management
Massachusetts
$545K – – –
LB
1983
Legacy Bridge
Iowa
$543K +$17.7K +130 +3%
CWM
1984
Connecticut Wealth Management
Connecticut
$543K +$88.5K +650 +20%
APWM
1985
Atlas Private Wealth Management
New York
$543K +$541K +3,975 New
VC
1986
Vicus Capital
Pennsylvania
$541K -$308K -2,260 -36%
AWM
1987
AllSquare Wealth Management
New York
$541K – – –
FHC
1988
First Heartland Consultants
Missouri
$540K -$5.58K -41 -1%
HCM
1989
Hutchinson Capital Management
California
$537K – – –
SWMG
1990
Strategic Wealth Management Group
Maryland
$537K +$116K +850 +28%
HWMG
1991
Hurlow Wealth Management Group
Indiana
$536K – – –
WA
1992
Wealth Architects
California
$534K +$134K +984 +34%
SCM
1993
Stellar Capital Management
Arizona
$533K -$24K -176 -4%
TIA
1994
Traphagen Investment Advisors
New Jersey
$533K +$15.5K +114 +3%
KFA
1995
Krane Funds Advisors
New York
$531K +$3.95K +29 +0.8%
JIP
1996
JBJ Investment Partners
South Carolina
$531K +$25.2K +185 +5%
CAM
1997
Covenant Asset Management
New Jersey
$529K – – –
JA
1998
JOYN Advisors
Georgia
$528K -$6.26K -46 -1%
KFP
1999
Keystone Financial Planning
Ohio
$526K -$21.4K -157 -4%
EWA
2000
ERTS Wealth Advisors
Michigan
$526K – – –
78 79
80
81 82