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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
MV Capital Management
Maryland
$422K +$39.6K +998 +11%
GSWM
2002
Golden State Wealth Management
California
$420K -$4.8K -121 -1%
SFI
2003
SPC Financial Inc
Maryland
$420K +$79 +2 +0%
CCM
2004
Carlson Capital Management
Minnesota
$417K – – –
LCM
2005
Liberty Capital Management
Michigan
$416K – – –
WA
2006
Wealth Architects
California
$416K +$47.2K +1,189 +13%
HFA
2007
High Falls Advisors
New York
$414K +$1.35K +34 +0.3%
PG
2008
Patten Group
Tennessee
$414K +$22K +555 +6%
MAA
2009
Mraz Amerine & Associates
California
$413K -$11.6K -293 -3%
VFPI
2010
Vantage Financial Partners (Illinois)
Illinois
$410K -$22.6K -569 -5%
GCMG
2011
Gyroscope Capital Management Group
Florida
$409K -$627K -15,791 -62%
EAMA
2012
EFG Asset Management (Americas)
Florida
$408K -$19.1K -482 -5%
CS
2013
Cannell & Spears
New York
$406K – – –
CIC
2014
Chase Investment Counsel
Virginia
$404K – – –
PCM
2015
Pointe Capital Management
Michigan
$403K +$390K +9,818 New
PGWM
2016
Parisi Gray Wealth Management
New Jersey
$401K -$6.12K -154 -2%
CF
2017
Corrigan Financial
Rhode Island
$399K -$19.6K -493 -5%
ZAM
2018
Zevin Asset Management
Massachusetts
$399K – – –
PI
2019
PFS Investments
Georgia
$399K +$380K +9,577 New
TI
2020
Truepoint Inc
Ohio
$398K +$123K +3,106 +47%
AWE
2021
Avidian Wealth Enterprises
Texas
$397K +$55.8K +1,406 +17%
CFS
2022
CRA Financial Services
New Jersey
$396K +$25.6K +644 +7%
SRC
2023
Sage Rhino Capital
California
$395K -$5.36K -135 -1%
PWS
2024
Paragon Wealth Strategies
Florida
$395K +$181K +4,547 +90%
GAMC
2025
Garner Asset Management Corp
Texas
$393K +$12.6K +317 +3%
79 80
81
82 83