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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1976
Sargent Investment Group
Maryland
$558K +$29.4K +827 +6%
FPF
1977
First Pacific Financial
Washington
$554K +$121K +3,418 +29%
GAG
1978
GM Advisory Group
New York
$552K +$97K +2,733 +22%
GIA
1979
GHP Investment Advisors
Colorado
$551K -$9.02K -254 -2%
GC
1980
Gilbert & Cook
Iowa
$550K +$58.2K +1,640 +12%
SWA
1981
Sightline Wealth Advisors
Connecticut
$549K -$15.3K -432 -3%
WAG
1982
Winthrop Advisory Group
Massachusetts
$545K -$63.4K -1,787 -11%
WIA
1983
Westbourne Investment Advisors
Maryland
$544K -$14.2K -400 -3%
ZAM
1984
Zevin Asset Management
Massachusetts
$543K – – –
DA
1985
DCF Advisers
Connecticut
$543K +$533K +15,000 New
CMO
1986
Covenant Multifamily Offices
Texas
$542K +$163K +4,594 +44%
PFA
1987
Pathway Financial Advisors
Vermont
$541K -$35.5K -1,000 -7%
RTC
1988
Riverview Trust Company
Washington
$541K – – –
FC
1989
Ferris Capital
Massachusetts
$541K +$1.49K +42 +0.3%
SAM
1990
SignalPoint Asset Management
Missouri
$541K +$13K +366 +3%
IDBONY
1991
Israel Discount Bank of New York
New York
$540K -$60.9K -1,714 -10%
MG
1992
Mather Group
Illinois
$540K -$24K -677 -4%
LCM
1993
Leisure Capital Management
California
$538K +$6.36K +179 +1%
SFI
1994
SPC Financial Inc
Maryland
$536K -$41.3K -1,164 -7%
PCG
1995
Private Capital Group
Connecticut
$535K -$362K -10,196 -41%
LCM
1996
LCM Capital Management
Illinois
$535K -$15.2K -427 -3%
BCA
1997
Bray Capital Advisors
Florida
$535K – – –
CHA
1998
Carmichael Hill & Associates
Maryland
$535K +$9.59K +270 +2%
EVC
1999
Eidelman Virant Capital
Missouri
$533K -$42.6K -1,200 -8%
TAIM
2000
TD Ameritrade Investment Management
Nebraska
$533K – – –
78 79
80
81 82