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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1976
Voya Financial Advisors
Connecticut
$792K +$23K +533 +3%
LAM
1977
Lakewood Asset Management
Illinois
$792K +$83K +1,921 +11%
LCM
1978
LCM Capital Management
Illinois
$791K +$26.8K +621 +3%
MAG
1979
MRA Advisory Group
New Jersey
$791K +$116K +2,697 +16%
PMFA
1980
Plante Moran Financial Advisors
Michigan
$789K -$156K -3,609 -16%
WP
1981
WealthShield Partners
North Carolina
$789K -$11.2K -259 -1%
SWA
1982
SOA Wealth Advisors
New York
$787K +$190K +4,396 +30%
BMA
1983
Brooks Moore & Associates
Tennessee
$786K +$155K +3,600 +23%
WP
1984
Westmount Partners
California
$786K -$54K -1,250 -6%
ATWA
1985
Arbor Trust Wealth Advisors
Michigan
$785K +$63.5K +1,471 +8%
GCM
1986
Gibraltar Capital Management
Oklahoma
$785K +$249K +5,755 +43%
RWP
1987
Revolve Wealth Partners
New Jersey
$785K -$135K -3,129 -14%
LFG
1988
Larson Financial Group
Missouri
$782K +$16K +371 +2%
IFS
1989
Ifrah Financial Services
Arkansas
$782K -$11.6K -269 -1%
CFP
1990
Catalyst Financial Partners
Massachusetts
$781K +$251K +5,816 +44%
AIM
1991
Aspen Investment Management
Michigan
$780K -$50K -1,157 -6%
BEI
1992
Benjamin Edwards Inc
Missouri
$778K -$173K -4,002 -17%
MTIC
1993
Missouri Trust & Investment Company
Missouri
$778K +$73.2K +1,695 +10%
PA
1994
PSI Advisors
Florida
$776K +$230K +5,322 +39%
IWP
1995
Icon Wealth Partners
Texas
$774K +$820K +18,979 New
HA
1996
Harbor Advisors
Florida
$774K – – –
WOC
1997
West Oak Capital
California
$774K +$9.72K +225 +1%
RWMG
1998
Redwood Wealth Management Group
New Jersey
$773K +$53.4K +1,236 +7%
QC
1999
Quent Capital
New York
$772K +$41.3K +956 +5%
TAM
2000
Trillium Asset Management
Massachusetts
$772K -$92.7K -2,147 -10%
78 79
80
81 82