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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
1976
Rice Hall James & Associates
California
$524K -$4.9K -36 -0.9%
KS
1977
Karpas Strategies
Connecticut
$524K – – –
AWA
1978
Arkadios Wealth Advisors
Georgia
$523K -$69.1K -508 -12%
LIA
1979
LBMC Investment Advisors
Tennessee
$523K +$1.5K +11 +0.3%
TCWA
1980
Ten Capital Wealth Advisors
Washington
$523K +$513K +3,774 New
BFG
1981
Barber Financial Group
Kansas
$522K +$24.9K +183 +5%
CNBT
1982
Cornerstone National Bank & Trust
Illinois
$521K -$7.34K -54 -1%
PP
1983
PDS Planning
Ohio
$519K -$20.3K -149 -4%
FHC
1984
First Heartland Consultants
Missouri
$519K -$12.7K -93 -2%
GA
1985
Greytown Advisors
Florida
$519K +$152K +1,116 +42%
VC
1986
Veracity Capital
Georgia
$518K -$842K -6,190 -62%
PCMC
1987
Paragon Capital Management (Colorado)
Colorado
$518K -$90.5K -665 -15%
SFG
1988
SNS Financial Group
Minnesota
$518K -$1.22K -9 -0.2%
LSC
1989
Lesa Sroufe & Co
Washington
$517K – – –
HSWM
1990
Hubbell Strickland Wealth Management
Louisiana
$515K +$6.67K +49 +1%
IFWM
1991
Institute for Wealth Management
Colorado
$515K +$12.5K +92 +3%
CCIA
1992
Campbell & Co Investment Adviser
Maryland
$515K +$505K +3,714 New
GEA
1993
Glen Eagle Advisors
New Jersey
$515K +$26.5K +195 +6%
SIS
1994
Sound Income Strategies
Florida
$514K +$17.7K +130 +4%
MSR
1995
Main Street Research
Connecticut
$513K -$22.9K -168 -4%
APWA
1996
Atlas Private Wealth Advisors
New Jersey
$512K -$88.7K -652 -15%
AAM
1997
Aureus Asset Management
Massachusetts
$511K +$123K +907 +33%
CW
1998
CreativeOne Wealth
Kansas
$510K -$9.52K -70 -2%
EC
1999
Estate Counselors
Wisconsin
$510K +$2.72K +20 +0.5%
AIFAIM
2000
American Institute for Advanced Investment Management
Arizona
$505K – – –
78 79
80
81 82