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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1951
Shamrock Asset Management
Texas
$14K – – –
SMG
1952
Spectrum Management Group
Indiana
$13K – – –
WCM
1953
Wealthcare Capital Management
Virginia
$12K -$10.4K -363 -46%
HIM
1954
Hillsdale Investment Management
Ontario, Canada
$11K -$347K -12,152 -97%
BCFS
1955
Butensky & Cohen Financial Security
Florida
$11K – – –
CFG
1956
CKW Financial Group
Hawaii
$11K – – –
LWA
1957
Lowe Wealth Advisors
Maryland
$11K – – –
AFIA
1958
America First Investment Advisors
Nebraska
$9K +$6.03K +211 +201%
MIM
1959
Macroview Investment Management
Maryland
$7K -$9K -315 -55%
PRS
1960
Pinkerton Retirement Specialists
Idaho
$7K – – –
TCM
1961
TD Capital Management
Tennessee
$7K – – –
WAMC
1962
Western Asset Management Company
California
$7K +$6.23K +218 New
PO
1963
Private Ocean
California
$6K -$151K -5,279 -96%
HCM
1964
Horrell Capital Management
Arkansas
$5K – – –
SA
1965
SRH Advisors
Kansas
$5K – – –
MS
1966
Marshall & Sullivan
Washington
$4K – – –
PFG
1967
Piershale Financial Group
Illinois
$3K +$29 +1 +0.9%
SGAM
1968
Smith Group Asset Management
Texas
$2K -$1.54K -54 -40%
CIM
1969
Contravisory Investment Management
Massachusetts
$2K – – –
RMPWM
1970
Rocky Mountain Private Wealth Management
Texas
$2K – – –
BC
1971
Barnett & Company
Tennessee
$2K +$2K +70 New
DCM
1972
Discovery Capital Management
Connecticut
– -$471M -15,373,328 Closed
IG
1973
ING Group
Netherlands
– -$244M -7,954,906 Closed
SH
1974
Svenska Handelsbanken
Sweden
– -$150M -4,901,872 Closed
YCMGA
1975
York Capital Management Global Advisors
New York
– -$133M -4,347,650 Closed
77 78
79
80 81