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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Alethea Capital Management
Washington
$1.05M +$624K +3,568 +162%
AWG
1977
Altus Wealth Group
Colorado
$1.05M -$12.6K -72 -1%
AA
1978
Addison Advisors
Vermont
$1.05M -$112K -641 -10%
WFM
1979
Wolff Financial Management
Michigan
$1.05M +$175 +1 +0%
NFA
1980
Northern Financial Advisors
Michigan
$1.05M -$48.1K -275 -5%
CC
1981
Cipher Capital
New York
$1.05M +$1.01M +5,760 New
PA
1982
Perennial Advisors
New York
$1.05M +$99.1K +567 +11%
GHAM
1983
Gilman Hill Asset Management
Connecticut
$1.05M -$105K -602 -9%
COCM
1984
Charter Oak Capital Management
New Hampshire
$1.05M +$58.6K +335 +6%
WAM
1985
Weatherly Asset Management
California
$1.05M +$134K +766 +15%
TFA
1986
Triad Financial Advisors
North Carolina
$1.05M -$7.34K -42 -0.7%
CA
1987
Claar Advisors
New York
$1.04M – – –
DWMS
1988
Dominguez Wealth Management Solutions
Virginia
$1.04M -$11.9K -68 -1%
CTFG
1989
Capstone Triton Financial Group
Oklahoma
$1.03M +$114K +655 +13%
CIM
1990
CIM Investment Management
Pennsylvania
$1.03M +$991K +5,667 New
FSA
1991
Franklin Street Advisors
North Carolina
$1.03M -$16.6K -95 -2%
SDAM
1992
Shulman DeMeo Asset Management
New York
$1.03M +$11.9K +68 +1%
JSL
1993
JT Stratford LLC
Georgia
$1.03M -$700K -4,003 -41%
FIBT
1994
First International Bank & Trust
North Dakota
$1.03M +$1.75K +10 +0.2%
BWM
1995
Baystate Wealth Management
Massachusetts
$1.03M +$15.4K +88 +2%
MWM
1996
Marion Wealth Management
Pennsylvania
$1.03M +$44K +252 +5%
RSA
1997
River Street Advisors
Illinois
$1.03M +$15.4K +88 +2%
BLAM
1998
Bourne Lent Asset Management
New York
$1.03M – – –
AAG
1999
Armstrong Advisory Group
Massachusetts
$1.03M -$22.4K -128 -2%
KA
2000
KLCM Advisors
Wisconsin
$1.02M -$673K -3,851 -41%
78 79
80
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