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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1976
Weik Capital Management
Pennsylvania
$446K – – –
BCM
1977
Breiter Capital Management
Florida
$446K +$133K +3,321 +33%
AWM
1978
AllSquare Wealth Management
New York
$443K -$42.2K -1,054 -9%
PHAM
1979
Palisades Hudson Asset Management
Florida
$442K -$296K -7,384 -40%
CAM
1980
Concorde Asset Management
Michigan
$442K +$48.3K +1,206 +12%
SIG
1981
Sargent Investment Group
Maryland
$442K +$439K +10,958 New
WBG
1982
Wharton Business Group
Pennsylvania
$439K -$2.88K -72 -0.7%
WC
1983
Whitnell & Co
Illinois
$438K +$80 +2 +0%
IWP
1984
Icon Wealth Partners
Texas
$437K -$30K -748 -6%
PP
1985
Professional Planning
California
$435K -$22.7K -568 -5%
FUBT
1986
First United Bank & Trust
Maryland
$435K +$61.4K +1,532 +17%
OAM
1987
Occidental Asset Management
California
$434K – – –
WA1
1988
Wimmer Associates 1
California
$432K +$160 +4 +0%
GIA
1989
Granite Investment Advisors
New Hampshire
$431K -$115K -2,877 -21%
AIM
1990
Acropolis Investment Management
Missouri
$431K – – –
EWF
1991
Epstein & White Financial
California
$431K +$427K +10,658 New
KMWM
1992
Keudell/Morrison Wealth Management
Oregon
$431K +$429K +10,702 New
SWA
1993
SFMG Wealth Advisors
Texas
$428K -$8.53K -213 -2%
AWA
1994
Acorn Wealth Advisors
Michigan
$428K +$481 +12 +0.1%
VFPI
1995
Vantage Financial Partners (Illinois)
Illinois
$425K – – –
DK
1996
Darrell & King
Virginia
$425K – – –
PJSIMP
1997
P.J. Schmidt Investment Management (PJS)
Wisconsin
$425K +$25.7K +641 +6%
NC
1998
Noked Capital
Israel
$425K +$422K +10,540 New
NI
1999
Noked Israel
Israel
$425K +$422K +10,540 New
EIA
2000
Eldridge Investment Advisors
New Hampshire
$423K +$105K +2,626 +33%
78 79
80
81 82