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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Sompo Asset Management
Japan
$366K -$93.9K -3,590 -19%
FWA
1977
Flagship Wealth Advisors
Massachusetts
$366K -$16.3K -625 -4%
IAS
1978
IMA Advisory Services
Colorado
$365K +$383K +14,631 +2,675%
AIS
1979
Advocate Investing Services
Maryland
$365K +$78 +3 +0%
ANC
1980
Ames National Corp
Iowa
$364K -$23.9K -915 -6%
SAM
1981
Sagewood Asset Management
New York
$364K +$4.32K +165 +1%
RRMM
1982
Regatta Research & Money Management
Louisiana
$364K +$395K +15,106 New
VFG
1983
Victory Financial Group
Texas
$362K -$27.7K -1,058 -7%
NIA
1984
NIA Impact Advisors
California
$361K +$39.9K +1,526 +11%
WIA
1985
Westbourne Investment Advisors
Maryland
$361K -$178K -6,800 -31%
JEST
1986
JTC Employer Solutions Trustee
Jersey
$361K – – –
DAC
1987
Dutch Asset Corp
New York
$360K -$31.7K -1,213 -8%
PWA
1988
Pitcairn Wealth Advisors
Pennsylvania
$359K -$122K -4,665 -24%
AWA
1989
Acorn Wealth Advisors
Michigan
$359K +$83.9K +3,206 +27%
LAI
1990
Legal Advantage Investments
California
$359K +$10.5K +400 +3%
CFSG
1991
Community Financial Services Group
Vermont
$359K -$16K -611 -4%
WAM
1992
Walker Asset Management
Missouri
$358K +$15.5K +591 +4%
BFWA
1993
Benchmark Financial Wealth Advisors
Florida
$358K -$60.1K -2,299 -13%
CFA
1994
CWS Financial Advisors
Michigan
$358K -$27.2K -1,038 -7%
CFD
1995
Creative Financial Designs
Indiana
$357K +$8.74K +334 +2%
CCM
1996
Capstone Capital Management
$357K -$388K -14,829 -50%
BWA
1997
Basecamp Wealth Advisors
Washington
$357K +$26.4K +1,010 +7%
LC
1998
Lawood & Co
Pennsylvania
$357K -$19.2K -733 -5%
MSCM
1999
McElhenny Sheffield Capital Management
Texas
$357K +$29K +1,108 +8%
SWA
2000
Sax Wealth Advisors
New Jersey
$356K -$196K -7,503 -37%
78 79
80
81 82