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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1976
Augustine Asset Management
Florida
$449K – – –
CFA
1977
Cahill Financial Advisors
Minnesota
$448K +$62.7K +2,396 +16%
RFG
1978
Range Financial Group
Oregon
$448K +$114K +4,356 +33%
EPIMS
1979
Evelyn Partners Investment Management Services
$447K +$70.5K +2,696 +18%
BI
1980
Beckerman Institutional
New Jersey
$447K +$28.7K +1,097 +7%
PCMC
1981
Paragon Capital Management (Colorado)
Colorado
$446K – – –
PCC
1982
Park Circle Company
Maryland
$446K – – –
CC
1983
Cornerstone Capital
California
$446K – – –
BAM
1984
Beaumont Asset Management
Texas
$444K +$13.8K +528 +3%
SIA
1985
Schechter Investment Advisors
Michigan
$442K +$238K +9,079 +108%
AWA
1986
Aaron Wealth Advisors
Illinois
$441K -$58.2K -2,226 -11%
BCM
1987
Bluefin Capital Management
New York
$441K +$455K +17,400 New
KFG
1988
Kelly Financial Group
Connecticut
$441K +$455K +17,386 New
MWA
1989
MN Wealth Advisors
Kansas
$440K -$103K -3,924 -18%
MFS
1990
Miller Financial Services
Michigan
$440K +$29.6K +1,133 +7%
RIA
1991
Richwood Investment Advisors
Ohio
$439K -$8.9K -340 -2%
FC
1992
FORA Capital
Florida
$439K +$454K +17,332 New
ACM
1993
Allred Capital Management
Texas
$438K +$2.56K +98 +0.6%
OMIC
1994
Old Mission Investment Co
Michigan
$438K +$1.39K +53 +0.3%
IFPG
1995
Intrepid Financial Planning Group
Indiana
$437K -$13.1K -500 -3%
NDSI
1996
Newman Dignan & Sheerar Inc
Rhode Island
$436K -$5.81K -222 -1%
CCM
1997
Canal Capital Management
Virginia
$435K +$449K +17,171 New
GJIA
1998
Glass Jacobson Investment Advisors
Maryland
$433K – – –
IIC
1999
Ironwood Investment Counsel
Arizona
$433K +$20.1K +769 +5%
FB
2000
First Bancorp
Maine
$433K -$20.3K -777 -4%
78 79
80
81 82