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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Capstone Financial Advisors
Illinois
$314K +$38 +1 +0%
LA
2002
LexAurum Advisors
Kansas
$312K -$15.9K -412 -5%
VSWA
2003
Vontobel Swiss Wealth Advisors
Switzerland
$312K -$4.27K -111 -1%
ACG
2004
Allen Capital Group
Nebraska
$312K +$35.8K +930 +14%
NCM
2005
Nelson Capital Management
California
$311K +$12K +312 +4%
BA
2006
BKS Advisors
Michigan
$310K – – –
BOS
2007
Bank of Stockton
California
$309K -$5.93K -154 -2%
BBA
2008
Braun-Bostich & Associates
Pennsylvania
$309K +$9.74K +253 +4%
HCA
2009
Horan Capital Advisors
Ohio
$309K +$31.2K +811 +12%
PCMK
2010
Paragon Capital Management (Kansas)
Kansas
$308K +$154K +4,008 +119%
PAA
2011
Peregrine Asset Advisers
Oregon
$307K +$8.7K +226 +3%
AMCA
2012
Arthur M. Cohen & Associates
Illinois
$306K -$11.5K -300 -4%
FGAM
2013
Financial Gravity Asset Management
Texas
$304K -$38K -987 -12%
SAS
2014
Stelac Advisory Services
New York
$304K +$6.04K +157 +2%
BCAM
2015
Boston Common Asset Management
Massachusetts
$302K – – –
DOA
2016
D'Orazio & Associates
Virginia
$302K +$1K +26 +0.4%
SHIM
2017
Stone House Investment Management
Pennsylvania
$302K +$2.19K +57 +0.8%
CWM
2018
Cabot Wealth Management
Massachusetts
$301K +$38 +1 +0%
LRIC
2019
Long Road Investment Counsel
Michigan
$299K – – –
TCOO
2020
Trust Company of Oklahoma
Oklahoma
$299K -$64.9K -1,686 -19%
VCM
2021
Versant Capital Management
Arizona
$296K -$385 -10 -0.1%
EDRIA
2022
Edmonds Duncan Registered Investment Advisors
Kansas
$295K – – –
SRIM
2023
Saratoga Research & Investment Management
California
$294K -$12.2K -316 -4%
TIM
2024
Total Investment Management
Arizona
$294K +$115 +3 +0%
FMB
2025
Field & Main Bank
Kentucky
$293K – – –
79 80
81
82 83