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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
Acorn Wealth Advisors
Michigan
$442K -$12.7K -305 -3%
MAA
1977
Mraz Amerine & Associates
California
$442K +$7.35K +177 +2%
GEA
1978
Glen Eagle Advisors
New Jersey
$440K +$7.97K +192 +2%
F
1979
F3Logic
Minnesota
$439K +$441K +10,621 New
VFPI
1980
Vantage Financial Partners (Illinois)
Illinois
$437K – – –
H
1981
HoyleCohen
California
$436K -$34.2K -824 -7%
DK
1982
Darrell & King
Virginia
$436K – – –
CAM
1983
Cidel Asset Management
Ontario, Canada
$436K +$24.1K +580 +6%
ZAM
1984
Zevin Asset Management
Massachusetts
$435K +$32.8K +791 +8%
TIA
1985
Tandem Investment Advisors
South Carolina
$435K +$162K +3,903 +59%
AIA
1986
Alera Investment Advisors
Illinois
$435K +$436K +10,513 New
LCM
1987
Liberty Capital Management
Michigan
$434K -$9.71K -234 -2%
GWS
1988
Glassman Wealth Services
Virginia
$434K +$3.03K +73 +0.7%
ACG
1989
Allen Capital Group
Nebraska
$434K +$137K +3,294 +44%
DSI
1990
Daiwa SB Investments
Japan
$434K +$388K +9,338 +813%
MWM
1991
Mascoma Wealth Management
New Hampshire
$432K -$127K -3,051 -23%
SP
1992
Successful Portfolios
Florida
$430K -$249 -6 -0.1%
QCM
1993
Quantinno Capital Management
New York
$430K +$431K +10,375 New
BOS
1994
Bank of Stockton
California
$429K +$123K +2,970 +40%
NIM
1995
NuWave Investment Management
New Jersey
$429K +$429K +10,339 New
OBGC
1996
O'Brien Greene & Co
Pennsylvania
$425K +$426K +10,263 New
HPWM
1997
Highland Private Wealth Management
Washington
$424K +$28.9K +697 +7%
TSS
1998
Two Sigma Securities
New York
$421K -$408K -9,821 -49%
KP
1999
Keel Point
Alabama
$420K -$57.8K -1,392 -12%
BMM
2000
Buffington Mohr McNeal
Idaho
$419K – – –
78 79
80
81 82