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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Bruderman Asset Management
New York
$903K -$342K -2,038 -27%
CCA
1977
Cottonwood Capital Advisors
Utah
$903K -$336 -2 -0%
WP
1978
WealthShield Partners
North Carolina
$902K -$374K -2,228 -29%
S
1979
SimplyRich
California
$902K – – –
LA
1980
Lifeworks Advisors
Michigan
$900K -$783K -4,666 -46%
PPWP
1981
Proquility Private Wealth Partners
Nevada
$899K -$14.1K -84 -2%
AA
1982
Addison Advisors
Vermont
$899K +$208K +1,240 +30%
OFS
1983
Orrstown Financial Services
Pennsylvania
$898K -$168K -1,003 -16%
ANBT
1984
American National Bank & Trust
Texas
$894K -$1.08M -6,416 -55%
LSA
1985
Lion Street Advisors
Texas
$889K +$1.34K +8 +0.2%
MA
1986
MCF Advisors
Kentucky
$883K +$886K +5,277 New
MMA
1987
Miracle Mile Advisors
California
$882K -$2M -11,934 -69%
NW
1988
NewEdge Wealth
Pennsylvania
$881K +$321K +1,914 +57%
KFP
1989
KB Financial Partners
New Jersey
$880K +$103K +612 +13%
CCM
1990
Chickasaw Capital Management
Tennessee
$877K – – –
AA
1991
Advisory Alpha
Michigan
$876K -$39.6K -236 -4%
WCMN
1992
Westchester Capital Management (Nebraska)
Nebraska
$876K -$2.52K -15 -0.3%
EAM
1993
Empirical Asset Management
Massachusetts
$876K +$620K +3,695 +240%
MF
1994
Montis Financial
Massachusetts
$873K -$1.18K -7 -0.1%
KFI
1995
Key Financial Inc
Pennsylvania
$871K +$34.9K +208 +4%
HSA
1996
Hussman Strategic Advisors
Maryland
$870K – – –
SF
1997
Summit Financial
New Jersey
$869K +$208K +1,241 +31%
WI
1998
Wedgewood Investors
Pennsylvania
$869K – – –
GA
1999
Greytown Advisors
Florida
$863K -$454K -2,707 -34%
GB
2000
Goepper Burkhardt
South Carolina
$863K – – –
78 79
80
81 82