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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1976
First Heartland Consultants
Missouri
$1.07M -$62K -332 -5%
CF
1977
Centaurus Financial
California
$1.07M -$196K -1,050 -15%
PCS
1978
Personal CFO Solutions
New Jersey
$1.07M -$2.61K -14 -0.2%
MCM
1979
Marathon Capital Management
Maryland
$1.07M -$52.6K -282 -5%
WAM
1980
Weatherly Asset Management
California
$1.07M +$8.4K +45 +0.8%
VIM
1981
VELA Investment Management
Ohio
$1.07M -$149K -800 -12%
CAMV
1982
Concord Asset Management (Virginia)
Virginia
$1.07M +$250K +1,341 +30%
SWM
1983
Segment Wealth Management
Texas
$1.07M – – –
WB
1984
West Bancorporation
Iowa
$1.07M +$52.4K +281 +5%
TFA
1985
Triad Financial Advisors
North Carolina
$1.06M +$746 +4 +0.1%
COCM
1986
Charter Oak Capital Management
New Hampshire
$1.06M -$373 -2 -0%
ACM
1987
AlphaStar Capital Management
North Carolina
$1.06M +$87.9K +471 +9%
CA
1988
Claar Advisors
New York
$1.06M – – –
RA
1989
Rational Advisors
New York
$1.06M +$1.06M +5,697 New
PA
1990
Perennial Advisors
New York
$1.05M -$11.8K -63 -1%
MWM
1991
Marion Wealth Management
Pennsylvania
$1.05M +$8.21K +44 +0.8%
CIM
1992
CIM Investment Management
Pennsylvania
$1.05M +$2.43K +13 +0.2%
CT
1993
Clearstead Trust
Maine
$1.05M -$23.5K -126 -2%
FWM
1994
Forza Wealth Management
Florida
$1.05M -$28K -150 -3%
FIBT
1995
First International Bank & Trust
North Dakota
$1.05M +$4.48K +24 +0.4%
GWANC
1996
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.05M +$68.1K +365 +7%
DWMS
1997
Dominguez Wealth Management Solutions
Virginia
$1.05M -$8.77K -47 -0.8%
CFG
1998
Carr Financial Group
Massachusetts
$1.04M +$49.8K +267 +5%
BLC
1999
Brown, Lisle/Cummings
Rhode Island
$1.04M +$488K +2,614 +87%
GHAM
2000
Gilman Hill Asset Management
Connecticut
$1.04M -$23K -123 -2%
78 79
80
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