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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1976
Norris Perne & French
Michigan
$892K -$735 -5 -0.1%
MCCA
1977
Mill Creek Capital Advisors
Pennsylvania
$889K -$43.3K -295 -5%
LIM
1978
Loudon Investment Management
New Hampshire
$888K – – –
TC
1979
Tannin Capital
North Carolina
$886K +$907K +6,173 New
RA
1980
RiverPark Advisors
New York
$886K +$118K +802 +15%
GIM
1981
Generali Investments Management
Slovenia
$885K -$91.5K -623 -9%
PNFS
1982
PW Nova Financial Services
Pennsylvania
$885K +$914K +6,219 New
EAM
1983
Empirical Asset Management
Massachusetts
$885K +$8.23K +56 +0.9%
JWWM
1984
Johnson & White Wealth Management
Pennsylvania
$883K +$113K +768 +14%
CFS
1985
CRA Financial Services
New Jersey
$879K -$99.8K -679 -10%
BA
1986
Ballew Advisors
Mississippi
$877K +$8.52K +58 +1%
WFA
1987
Wellspring Financial Advisors
Ohio
$876K +$634K +4,313 +243%
BMWS
1988
Brady Martz Wealth Solutions
North Dakota
$874K -$731K -4,976 -45%
MJP
1989
Michael J. Puzo
$872K -$115K -785 -11%
WAM
1990
WealthTrust Asset Management
Florida
$867K – – –
PA
1991
Promethium Advisors
Maryland
$862K +$42.9K +292 +5%
WA
1992
Walsh & Associates
Florida
$860K +$881K +5,993 New
PWAM
1993
Pinnacle West Asset Management
Wyoming
$857K -$11K -75 -1%
AAM
1994
Aureus Asset Management
Massachusetts
$855K -$94.5K -643 -10%
OPA
1995
Old Port Advisors
Maine
$855K -$21.6K -147 -2%
PC
1996
PCB Capital
New Jersey
$855K +$875K +5,955 New
PIA
1997
Pollock Investment Advisors
Michigan
$852K -$1.03K -7 -0.1%
RPCONE
1998
Retirement Planning Company of New England
Rhode Island
$852K -$15.4K -105 -2%
WFM
1999
Wolff Financial Management
Michigan
$851K – – –
STB
2000
S&T Bank
Pennsylvania
$848K -$264K -1,796 -23%
78 79
80
81 82