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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1976
Panoramic Investment Advisors
Colorado
$495K +$499K +17,089 New
FCAS
1977
First Command Advisory Services
Texas
$494K -$15.8K -541 -3%
GWA
1978
Gratus Wealth Advisors
Virginia
$493K -$70.2K -2,407 -12%
HHAA
1979
Henry H. Armstrong Associates
Pennsylvania
$493K -$20.4K -700 -4%
FM
1980
Family Management
New York
$493K +$22.6K +775 +5%
DG
1981
DMC Group
Alabama
$493K -$28.9K -991 -5%
PCMI
1982
Paradigm Capital Management Inc
New York
$492K – – –
ITIM
1983
Indiana Trust & Investment Management
Indiana
$489K -$1.55K -53 -0.3%
AIA
1984
Angeles Investment Advisors
California
$488K – – –
CWG
1985
Cornerstone Wealth Group
North Carolina
$487K +$8.72K +299 +2%
CFS
1986
CRA Financial Services
New Jersey
$487K -$18K -616 -4%
BFA
1987
Beaumont Financial Advisors
Massachusetts
$486K +$8.61K +295 +2%
CA
1988
Cornerstone Advisory
Maryland
$486K -$12K -413 -2%
BAM
1989
Beaumont Asset Management
Texas
$486K -$2.04K -70 -0.4%
TAM
1990
Trillium Asset Management
Massachusetts
$485K – – –
KJWM
1991
Kiley Juergens Wealth Management
Washington
$485K -$22.5K -770 -4%
CC
1992
Callan Capital
California
$484K -$32.4K -1,109 -6%
PIA
1993
Perennial Investment Advisors
California
$484K +$34.3K +1,176 +8%
OIC
1994
Orion Investment Company
Missouri
$483K – – –
RWP
1995
Revolve Wealth Partners
New Jersey
$483K +$42.6K +1,461 +10%
AFT
1996
Alpha Family Trust
California
$482K – – –
SI
1997
Seeds Investor
New York
$481K +$109K +3,722 +29%
LWP
1998
LMG Wealth Partners
Louisiana
$481K -$1.02K -35 -0.2%
ICP
1999
Ironvine Capital Partners
Nebraska
$480K -$10.3K -353 -2%
AWA
2000
Aaron Wealth Advisors
Illinois
$480K +$142K +4,878 +42%
78 79
80
81 82