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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1976
Garden State Investment Advisory Services
New Jersey
$488K +$139K +5,001 +40%
PCM
1977
Princeton Capital Management
New Jersey
$488K -$24.2K -872 -5%
LI
1978
Lafayette Investments
Maryland
$487K – – –
RTC
1979
Riverview Trust Company
Washington
$485K -$105K -3,787 -18%
CCWA
1980
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$484K -$66.4K -2,393 -12%
KMWM
1981
Keudell/Morrison Wealth Management
Oregon
$484K -$22.1K -795 -4%
HNB
1982
Hilltop National Bank
Wyoming
$482K +$482K +17,353 New
CSPAM
1983
Cary Street Partners Asset Management
Virginia
$481K +$27K +973 +6%
TT
1984
TI-Trust
Illinois
$481K -$17.8K -643 -4%
CFFP
1985
Center for Financial Planning
Michigan
$478K +$15.7K +564 +3%
RA
1986
Ransom Advisory
Rhode Island
$478K +$477K +17,207 New
USB
1987
Union Savings Bank
Connecticut
$477K -$22K -794 -4%
SW
1988
StrongBox Wealth
Missouri
$476K -$312K -11,242 -40%
FBC
1989
Fairfield, Bush & Co
Connecticut
$475K +$58K +2,091 +14%
KIG
1990
Kowal Investment Group
Wisconsin
$474K +$168K +6,045 +55%
TSWM
1991
Tyler-Stone Wealth Management
Ohio
$473K +$30.6K +1,102 +7%
PCMI
1992
Paradigm Capital Management Inc
New York
$472K +$472K +17,000 New
HBW
1993
Hazlett, Burt & Watson
West Virginia
$471K -$56.5K -2,037 -11%
ICP
1994
Ironvine Capital Partners
Nebraska
$470K +$9.79K +353 +2%
ACM
1995
AlphaStar Capital Management
North Carolina
$470K +$3.55K +128 +0.8%
ITIM
1996
Indiana Trust & Investment Management
Indiana
$470K +$11.1K +400 +2%
SFG
1997
Sovereign Financial Group
Connecticut
$470K +$51K +1,837 +12%
CCA
1998
Childress Capital Advisors
Texas
$469K -$92.1K -3,318 -16%
CGH
1999
CMG Global Holdings
Texas
$466K +$4.8K +173 +1%
TAM
2000
Trillium Asset Management
Massachusetts
$466K – – –
78 79
80
81 82