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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1976
CAAS Capital Management
New York
$991K +$963K +18,900 New
SIP
1977
Stoneridge Investment Partners
Pennsylvania
$990K – – –
ASBI
1978
American State Bank (Iowa)
Iowa
$990K +$67.3K +1,320 +8%
VFA
1979
Voya Financial Advisors
Connecticut
$989K +$61.3K +1,203 +7%
LCM
1980
LCM Capital Management
Illinois
$987K -$4.38K -86 -0.5%
TFA
1981
Trinity Financial Advisors
Ohio
$987K +$421K +8,253 +78%
OIA
1982
Optimum Investment Advisors
Illinois
$986K -$5.71K -112 -0.6%
SF
1983
SBK Financial
Virginia
$985K +$17K +333 +2%
FPF
1984
First Pacific Financial
Washington
$984K +$31.9K +625 +3%
HWMG
1985
Hurlow Wealth Management Group
Indiana
$982K – – –
EIP
1986
Ellis Investment Partners
Pennsylvania
$980K -$126K -2,468 -12%
OMC
1987
Overbrook Management Corp
New York
$979K – – –
ORC
1988
O'Rourke & Company
Massachusetts
$978K -$63.6K -1,249 -6%
HBW
1989
Hazlett, Burt & Watson
West Virginia
$977K +$29.9K +586 +3%
IC
1990
Inverness Counsel
New York
$976K +$25.6K +502 +3%
PCM
1991
Prelude Capital Management
New York
$974K -$1.28M -25,093 -57%
TFF
1992
The Family Firm
Maryland
$971K +$739K +14,496 +361%
MLA
1993
My Legacy Advisors
Oregon
$969K +$17.7K +348 +2%
CBFP
1994
Cedar Brook Financial Partners
Ohio
$968K -$45.3K -888 -5%
BFPW
1995
BOK Financial Private Wealth
Colorado
$967K -$1.13M -22,111 -55%
CRIG
1996
Charter Research & Investment Group
Connecticut
$967K -$255 -5 -0%
KFS
1997
Kurt F. Somerville
$966K +$53.8K +1,055 +6%
IIA
1998
Integral Investment Advisors
California
$965K -$71.5K -1,403 -7%
CFA
1999
Camarda Financial Advisors
Florida
$965K +$229K +4,490 +32%
BCM
2000
Bayesian Capital Management
New York
$965K +$938K +18,400 New
78 79
80
81 82