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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1976
Meridian Wealth Advisors
Texas
$502K -$28.6K -815 -5%
PA
1977
Procyon Advisors
Connecticut
$502K +$68.9K +1,966 +16%
MWM
1978
Merriman Wealth Management
Washington
$501K -$33.4K -952 -6%
WR
1979
Watson Rebecca
$501K +$240K +6,850 +91%
PWMG
1980
Prestige Wealth Management Group
New Jersey
$500K +$32.9K +938 +7%
RPA
1981
Rock Point Advisors
Vermont
$499K -$98.5K -2,809 -16%
VRM
1982
Vectors Research Management
New York
$498K +$104K +2,967 +21%
H
1983
HoyleCohen
California
$495K +$46.8K +1,335 +10%
AFM
1984
Andesa Financial Management
Pennsylvania
$494K -$47.7K -1,360 -9%
WI
1985
Wedgewood Investors
Pennsylvania
$493K – – –
RWMH
1986
Riverpoint Wealth Management Holdings
Illinois
$493K +$3.08K +88 +0.6%
WA1
1987
Wimmer Associates 1
California
$492K +$26.8K +763 +6%
I
1988
INVST
Indiana
$492K +$44.5K +1,268 +10%
CWM
1989
Connecticut Wealth Management
Connecticut
$491K +$203K +5,792 +70%
FWM
1990
FSA Wealth Management
Massachusetts
$488K -$16K -456 -3%
HBWM
1991
Hollow Brook Wealth Management
New York
$488K +$44.2K +1,260 +10%
MCA
1992
Magnolia Capital Advisors
Mississippi
$487K -$29.9K -852 -6%
MWPCG
1993
Measured Wealth Private Client Group
New Hampshire
$487K +$11.3K +321 +2%
SIG
1994
Sargent Investment Group
Maryland
$486K +$24K +685 +5%
IF
1995
Intrua Financial
Texas
$485K -$201K -5,720 -30%
MC
1996
Middleton & Co
Massachusetts
$484K -$55.4K -1,581 -10%
ACM
1997
AlphaCrest Capital Management
New York
$483K -$4M -114,136 -89%
OAM
1998
Oak Asset Management
California
$483K +$11K +314 +2%
AIM
1999
Avity Investment Management
Connecticut
$482K – – –
BRA
2000
Bender Robert & Associates
California
$482K – – –
78 79
80
81 82