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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1976
Geller Advisors
New York
$659K +$102K +744 +19%
SCM
1977
Stevens Capital Management
Pennsylvania
$659K +$386K +2,816 +153%
GAAM
1978
Guinness Atkinson Asset Management
California
$656K +$82.3K +600 +15%
MIM
1979
Miller Investment Management
Pennsylvania
$655K – – –
GSC
1980
Ground Swell Capital
South Carolina
$655K +$635K +4,629 New
PSC
1981
Prentiss Smith & Co
Vermont
$654K – – –
SCM
1982
SOL Capital Management
Maryland
$654K – – –
HCA
1983
Horan Capital Advisors
Ohio
$651K -$7.27K -53 -1%
PC
1984
Pecaut & Co
Iowa
$651K – – –
MFG
1985
Menard Financial Group
Texas
$651K +$14.5K +106 +2%
EWA
1986
Encompass Wealth Advisors
Oregon
$650K -$320K -2,329 -34%
BBNA
1987
Bremer Bank National Association
Minnesota
$650K +$21.5K +157 +4%
SWMG
1988
Strategic Wealth Management Group
Maryland
$645K +$7K +51 +1%
WA
1989
WealthTrust Axiom
Pennsylvania
$643K +$137 +1 +0%
CWP
1990
Curated Wealth Partners
California
$643K +$111K +810 +22%
OWM
1991
OneAscent Wealth Management
Alabama
$640K +$5.9K +43 +1%
VAM
1992
Verity Asset Management
North Carolina
$640K +$89.3K +651 +17%
GEA
1993
Glen Eagle Advisors
New Jersey
$639K +$106K +769 +20%
MA
1994
MJP Associates
Connecticut
$639K -$72.6K -529 -10%
CWC
1995
Carolinas Wealth Consulting
North Carolina
$639K +$10.7K +78 +2%
CNC
1996
Citizens & Northern Corp
Pennsylvania
$637K -$64.5K -470 -9%
PCG
1997
Private Capital Group
Connecticut
$634K -$551K -4,012 -47%
BZWA
1998
Blue Zone Wealth Advisors
California
$631K – – –
ALAM
1999
Asahi Life Asset Management
Japan
$627K -$52.1K -380 -8%
WP
2000
Waycross Partners
Kentucky
$627K – – –
78 79
80
81 82