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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1976
Strategic Wealth Management Group
Maryland
$669K +$87.7K +617 +16%
OWM
1977
OneAscent Wealth Management
Alabama
$669K +$637K +4,481 New
CHP
1978
Cable Hill Partners
Oregon
$668K +$2.56K +18 +0.4%
MFG
1979
Menard Financial Group
Texas
$667K +$18.3K +129 +3%
SFSG
1980
Sound Financial Strategies Group
Mississippi
$666K +$159K +1,117 +33%
OCM
1981
One Capital Management
California
$665K -$2.27K -16 -0.4%
SP
1982
Successful Portfolios
Florida
$664K -$6.11K -43 -1%
CWC
1983
Carolinas Wealth Consulting
North Carolina
$663K +$72.5K +510 +13%
BZWA
1984
Blue Zone Wealth Advisors
California
$662K -$67.4K -474 -10%
ARMT
1985
Amica Retiree Medical Trust
Rhode Island
$660K – – –
T
1986
TRUADVICE
Florida
$660K +$192K +1,349 +39%
SMFG
1987
Sumitomo Mitsui Financial Group
Japan
$659K +$75.2K +529 +14%
BBNA
1988
Bremer Bank National Association
Minnesota
$658K -$12.8K -90 -2%
GL
1989
Graypoint LLC
New York
$657K +$31.8K +224 +5%
WP
1990
Waycross Partners
Kentucky
$657K +$630K +4,433 New
AFM
1991
Andesa Financial Management
Pennsylvania
$653K +$20.2K +142 +3%
HI
1992
HBK Investments
Texas
$650K +$623K +4,384 New
BCCM
1993
Bridge Creek Capital Management
Massachusetts
$649K -$3.58M -25,166 -73%
AFC
1994
AFT Forsyth & Company
Florida
$649K – – –
BDF
1995
Black Diamond Financial
Maryland
$648K -$59.7K -420 -9%
DLCIG
1996
D.L. Carlson Investment Group
New Hampshire
$646K -$7.11K -50 -1%
TIA
1997
Traphagen Investment Advisors
New Jersey
$645K +$995 +7 +0.2%
PG
1998
Pendal Group
Australia
$645K -$35K -246 -5%
RPG
1999
Resource Planning Group
Georgia
$644K -$9.38K -66 -1%
SCA
2000
St. Clair Advisors
Ohio
$644K +$617K +4,341 New
78 79
80
81 82