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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1976
Maven Securities
Jersey
$714K +$735K +4,747 New
CISOA
1977
Capital Investment Services of America
Wisconsin
$710K -$34.8K -225 -5%
LWA
1978
Lineweaver Wealth Advisors
Ohio
$710K +$187K +1,206 +34%
RIS
1979
Retirement Income Solutions
Michigan
$706K +$155 +1 +0%
SCM
1980
SOL Capital Management
Maryland
$705K – – –
FWP
1981
FAS Wealth Partners
Kansas
$703K +$77.9K +503 +12%
KA
1982
KLCM Advisors
Wisconsin
$698K – – –
MIM
1983
Miller Investment Management
Pennsylvania
$697K – – –
PSC
1984
Prentiss Smith & Co
Vermont
$696K – – –
HCA
1985
Horan Capital Advisors
Ohio
$693K – – –
PC
1986
Pecaut & Co
Iowa
$692K – – –
T
1987
TOBAM
France
$688K -$51.4K -332 -7%
MA
1988
MJP Associates
Connecticut
$688K +$4.33K +28 +0.6%
VFP
1989
Verus Financial Partners
Virginia
$687K +$5.42K +35 +0.8%
FB
1990
First Bancorp
Maine
$685K +$705K +4,556 New
GAAM
1991
Guinness Atkinson Asset Management
California
$684K -$58.2K -376 -8%
WA
1992
WealthTrust Axiom
Pennsylvania
$684K – – –
CWA
1993
Clearview Wealth Advisors
Oregon
$683K +$43.8K +283 +7%
APWM
1994
Atlas Private Wealth Management
New York
$683K +$44.1K +285 +7%
KA
1995
Klingman & Associates
New York
$682K -$30.6K -198 -4%
PCG
1996
Private Capital Group
Connecticut
$679K +$22.9K +148 +3%
SFA
1997
Semmax Financial Advisors
North Carolina
$678K -$64.5K -417 -8%
FA
1998
Fiducient Advisors
Illinois
$676K -$31K -200 -4%
BZWA
1999
Blue Zone Wealth Advisors
California
$671K – – –
FAT
2000
First American Trust
California
$668K -$31K -200 -4%
78 79
80
81 82