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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1976
Gideon Capital Advisors
New York
$277K +$283K +8,237 New
NCM
1977
Neumann Capital Management
California
$276K -$25.4K -738 -8%
SGK
1978
Steigerwald Gordon & Koch
Virginia
$276K +$1.69K +49 +0.6%
TCM
1979
Telos Capital Management
California
$276K +$16.9K +492 +6%
CF
1980
Corrigan Financial
Rhode Island
$276K +$24.5K +714 +10%
CC
1981
Cornerstone Capital
California
$275K – – –
RPC
1982
Rossmore Private Capital
Connecticut
$273K +$24.6K +716 +10%
BII
1983
Bainco International Investors
Massachusetts
$272K +$9.66K +281 +4%
XS
1984
XML Securities
Maryland
$271K +$62K +1,804 +29%
SLA
1985
Silver Lake Advisory
Utah
$270K -$2.68K -78 -1%
DSI
1986
Daiwa SB Investments
Japan
$269K -$34.4K -1,001 -11%
BA
1987
BKS Advisors
Michigan
$269K -$6.33K -184 -2%
FGC
1988
Financial Gravity Companies
Texas
$269K +$4.95K +144 +2%
FGAM
1989
Financial Gravity Asset Management
Texas
$269K +$280K +8,136 New
ECM
1990
EagleClaw Capital Management
Massachusetts
$268K – – –
RCA
1991
Rowland Carmichael Advisors
Arizona
$268K – – –
CIC
1992
Cutler Investment Counsel
Oregon
$267K – – –
BA
1993
Bristlecone Advisors
Washington
$265K -$128K -3,717 -32%
LA
1994
LexAurum Advisors
Kansas
$265K -$42.9K -1,247 -14%
QAM
1995
QCI Asset Management
New York
$265K +$89.3K +2,598 +49%
RWM
1996
Ritholtz Wealth Management
New York
$264K -$53.9K -1,567 -17%
EA
1997
Elm Advisors
California
$264K -$10.9K -317 -4%
CP
1998
Camelot Portfolios
Ohio
$263K +$2.1K +61 +0.8%
PFA
1999
Pathway Financial Advisors
Vermont
$261K +$3.64K +106 +1%
ACM
2000
AUA Capital Management
Pennsylvania
$260K -$15.4K -448 -6%
78 79
80
81 82