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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
Walsh & Associates
Florida
$931K – – –
OFS
1977
OneAscent Financial Services
Alabama
$925K +$442K +2,838 +91%
PUI
1978
Purpose Unlimited Inc
$924K +$242K +1,550 +35%
PA
1979
Promethium Advisors
Maryland
$924K – – –
CFS
1980
CRA Financial Services
New Jersey
$923K -$27.7K -178 -3%
4WM
1981
49 Wealth Management
Texas
$923K +$204K +1,306 +28%
AAM
1982
Aureus Asset Management
Massachusetts
$921K -$4.21K -27 -0.5%
WFM
1983
Wolff Financial Management
Michigan
$921K +$623 +4 +0.1%
UBG
1984
United Bank (Georgia)
Georgia
$919K +$655K +4,204 +245%
SAA
1985
Southeast Asset Advisors
Georgia
$915K -$156 -1 -0%
AT
1986
Adelphi Trust
Florida
$915K +$90.2K +579 +11%
AC
1987
AXQ Capital
New Jersey
$913K +$916K +5,878 New
NAG
1988
Northstar Advisory Group
New Jersey
$912K -$3.71M -23,784 -80%
PWAM
1989
Pinnacle West Asset Management
Wyoming
$912K -$15.6K -100 -2%
PG
1990
Proffitt & Goodson
Tennessee
$911K +$10.8K +69 +1%
LCAM
1991
London & Capital Asset Management
United Kingdom
$911K -$295K -1,895 -24%
FCM
1992
Fortis Capital Management
Washington
$910K +$289K +1,853 +46%
CGFA
1993
Colton Groome Financial Advisors
North Carolina
$909K +$39K +250 +4%
MIA
1994
MeadowBrook Investment Advisors
Michigan
$908K -$779 -5 -0.1%
QCIG
1995
Quad-Cities Investment Group
Iowa
$903K -$9.66K -62 -1%
7WCP
1996
71 West Capital Partners
Massachusetts
$902K +$26K +167 +3%
DI
1997
Diligent Investors
California
$901K +$8.26K +53 +0.9%
LC
1998
Lavaca Capital
Texas
$900K +$690K +4,430 +324%
FFA
1999
Florida Financial Advisors
Florida
$899K +$144K +925 +19%
BW
2000
BIP Wealth
Georgia
$899K -$297K -1,908 -25%
78 79
80
81 82