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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1976
Pure Financial Advisors
California
$960K +$198K +1,207 +24%
AWG
1977
Altus Wealth Group
Colorado
$959K -$45.7K -279 -4%
GTAM
1978
Global Trust Asset Management
Florida
$959K -$164K -1,000 -14%
CA
1979
Carson Advisory
Georgia
$959K -$35.6K -217 -3%
MA
1980
MBA Advisors
Pennsylvania
$958K -$99K -604 -9%
1IA
1981
1834 Investment Advisors
Wisconsin
$956K – – –
CRWM
1982
Castle Rock Wealth Management
California
$956K -$412K -2,512 -27%
BCA
1983
Bray Capital Advisors
Florida
$955K – – –
AA
1984
Advisory Alpha
Michigan
$954K -$78.3K -478 -7%
COCM
1985
Charter Oak Capital Management
New Hampshire
$954K -$11K -67 -1%
RAG
1986
RIA Advisory Group
Iowa
$953K -$26.7K -163 -3%
SFB
1987
STAR Financial Bank
Indiana
$953K -$304K -1,854 -23%
GWP
1988
Gateway Wealth Partners
Wisconsin
$953K +$74.7K +456 +8%
AA
1989
Auxano Advisors
Washington
$953K +$84.5K +516 +9%
SA
1990
Sunesis Advisors
Kansas
$951K +$16.4K +100 +2%
QWP
1991
Quotient Wealth Partners
Texas
$949K -$144K -880 -12%
MCM
1992
Mainstay Capital Management
Michigan
$948K +$228K +1,393 +29%
SHA
1993
Seneca House Advisors
Virginia
$947K -$58.3K -356 -5%
FCCM
1994
First City Capital Management
Georgia
$947K -$7.7K -47 -0.7%
CPSC
1995
Carl P. Sherr & Co
Massachusetts
$945K -$155K -945 -13%
APW
1996
Acima Private Wealth
Virginia
$944K – – –
SAI
1997
Savvy Advisors Inc
New York
$944K +$486K +2,964 +91%
PAM
1998
Parvin Asset Management
South Dakota
$943K +$1.02M +6,203 New
APW
1999
Aventura Private Wealth
Florida
$942K +$1.02M +6,197 New
HVP
2000
Hudson Value Partners
Florida
$942K -$36.9K -225 -4%
78 79
80
81 82