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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1976
Lenox Wealth Advisors
New York
$569K -$30.3K -826 -5%
GIA
1977
GHP Investment Advisors
Colorado
$569K +$16.7K +454 +3%
PSC
1978
Prentiss Smith & Co
Vermont
$567K -$50K -1,364 -8%
WIA
1979
Westbourne Investment Advisors
Maryland
$567K -$30.5K -832 -5%
JFA
1980
JNBA Financial Advisors
Minnesota
$567K -$14.3K -391 -2%
SMM
1981
Stadion Money Management
Georgia
$566K -$30.4K -830 -5%
MWM
1982
Merriman Wealth Management
Washington
$566K +$35.5K +967 +7%
AO
1983
Advisor OS
Illinois
$565K +$233K +6,344 +71%
MA
1984
MCF Advisors
Kentucky
$563K -$206K -5,626 -27%
JCIA
1985
Jackson Creek Investment Advisors
Colorado
$562K -$32.6K -890 -6%
H
1986
HoyleCohen
California
$560K +$36.9K +1,007 +7%
CFO
1987
Collective Family Office
Pennsylvania
$560K +$558K +15,218 New
LCM
1988
LCM Capital Management
Illinois
$559K +$558K +15,203 New
HWA
1989
HCR Wealth Advisors
California
$557K +$102K +2,790 +23%
CMANY
1990
Capital Management Associates (New York)
New York
$556K -$49.3K -1,343 -8%
WA1
1991
Wimmer Associates 1
California
$552K +$32K +872 +6%
ZAM
1992
Zevin Asset Management
Massachusetts
$552K +$47.5K +1,296 +9%
MWM
1993
Maltin Wealth Management
New Jersey
$550K -$513K -13,991 -48%
CCWA
1994
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$550K -$152K -4,132 -22%
MIP
1995
Marietta Investment Partners
Wisconsin
$550K -$49.7K -1,355 -8%
RTC
1996
Riverview Trust Company
Washington
$550K -$32.6K -888 -6%
FC
1997
Ferris Capital
Massachusetts
$548K +$14.9K +405 +3%
PAM
1998
Pegasus Asset Management
New York
$543K -$26.1K -711 -5%
BCA
1999
Bray Capital Advisors
Florida
$543K -$20K -545 -4%
VRM
2000
Vectors Research Management
New York
$540K -$95.8K -2,612 -15%
78 79
80
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