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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1976
Washington Trust Bank
Washington
$825K -$245K -1,819 -23%
CA
1977
Cornerstone Advisory
Maryland
$824K +$54.3K +403 +7%
NCM
1978
NCM Capital Management
New Jersey
$819K -$16.3K -121 -2%
EIP
1979
Ellis Investment Partners
Pennsylvania
$819K +$1.89K +14 +0.2%
WAG
1980
Winthrop Advisory Group
Massachusetts
$816K +$8.22K +61 +1%
OPA
1981
Old Port Advisors
Maine
$815K -$19.7K -146 -2%
BA
1982
Ballew Advisors
Mississippi
$812K +$8.22K +61 +1%
EAM
1983
Empirical Asset Management
Massachusetts
$812K -$10.1K -75 -1%
AWA
1984
Aaron Wealth Advisors
Illinois
$811K -$115K -852 -12%
LAM
1985
L2 Asset Management
Massachusetts
$811K +$40.1K +298 +5%
SIA
1986
Soltis Investment Advisors
Utah
$809K +$92.1K +684 +13%
IAS
1987
Insigneo Advisory Services
Florida
$808K +$51.5K +382 +7%
IGGA
1988
Iron Gate Global Advisors
Utah
$806K -$320K -2,379 -28%
RPCONE
1989
Retirement Planning Company of New England
Rhode Island
$805K +$7.41K +55 +0.9%
GEA
1990
Glen Eagle Advisors
New Jersey
$804K -$13.5K -100 -2%
FIM
1991
Freedom Investment Management
Connecticut
$803K +$17.5K +130 +2%
QCIG
1992
Quad-Cities Investment Group
Iowa
$802K +$7K +52 +0.9%
LA
1993
Lifeworks Advisors
Michigan
$798K -$6.33K -47 -0.8%
WAM
1994
WealthTrust Asset Management
Florida
$796K +$31K +230 +4%
AA
1995
Advisory Alpha
Michigan
$794K -$75.2K -558 -8%
MIA
1996
MeadowBrook Investment Advisors
Michigan
$794K -$13.5K -100 -2%
VNA
1997
Valley National Advisers
Pennsylvania
$789K -$49.2K -365 -6%
KWM
1998
KFG Wealth Management
Indiana
$789K +$52K +386 +7%
WTFG
1999
Wells Trecaso Financial Group
Ohio
$788K -$62.8K -466 -7%
EW
2000
Elyxium Wealth
California
$788K +$75.6K +561 +10%
78 79
80
81 82