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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
WealthShield Partners
North Carolina
$902K -$374K -2,228 -29%
S
1977
SimplyRich
California
$902K – – –
LA
1978
Lifeworks Advisors
Michigan
$900K -$783K -4,666 -46%
PPWP
1979
Proquility Private Wealth Partners
Nevada
$899K -$14.1K -84 -2%
AA
1980
Addison Advisors
Vermont
$899K +$208K +1,240 +30%
OFS
1981
Orrstown Financial Services
Pennsylvania
$898K -$168K -1,003 -16%
ANBT
1982
American National Bank & Trust
Texas
$894K -$1.08M -6,416 -55%
LSA
1983
Lion Street Advisors
Texas
$889K +$1.34K +8 +0.2%
MA
1984
MCF Advisors
Kentucky
$883K +$886K +5,277 New
MMA
1985
Miracle Mile Advisors
California
$882K -$2M -11,934 -69%
NW
1986
NewEdge Wealth
Pennsylvania
$881K +$321K +1,914 +57%
KFP
1987
KB Financial Partners
New Jersey
$880K +$103K +612 +13%
CCM
1988
Chickasaw Capital Management
Tennessee
$877K – – –
AA
1989
Advisory Alpha
Michigan
$876K -$39.6K -236 -4%
WCMN
1990
Westchester Capital Management (Nebraska)
Nebraska
$876K -$2.52K -15 -0.3%
EAM
1991
Empirical Asset Management
Massachusetts
$876K +$620K +3,695 +240%
MF
1992
Montis Financial
Massachusetts
$873K -$1.18K -7 -0.1%
KFI
1993
Key Financial Inc
Pennsylvania
$871K +$34.9K +208 +4%
HSA
1994
Hussman Strategic Advisors
Maryland
$870K – – –
SF
1995
Summit Financial
New Jersey
$869K +$208K +1,241 +31%
WI
1996
Wedgewood Investors
Pennsylvania
$869K – – –
GA
1997
Greytown Advisors
Florida
$863K -$454K -2,707 -34%
GB
1998
Goepper Burkhardt
South Carolina
$863K – – –
AIA
1999
Alera Investment Advisors
Illinois
$863K +$865K +5,153 New
HCM
2000
HM Capital Management
Missouri
$861K – – –
78 79
80
81 82