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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
2001
S.E.E.D. Planning Group
New York
$479K +$459K +12,882 New
SCM
2002
Stellar Capital Management
Arizona
$477K +$8.26K +232 +2%
LFG
2003
LifePlan Financial Group
Ohio
$475K -$31.9K -896 -7%
H
2004
HoyleCohen
California
$473K +$16.8K +473 +4%
WQ
2005
Wealth Quarterback
New Jersey
$472K +$544K +15,259 New
GWI
2006
Grace & White Inc
New York
$470K – – –
SAM
2007
Seelaus Asset Management
New Jersey
$470K +$112K +3,131 +33%
CONA
2008
Capital One National Association
New York
$470K +$450K +12,640 New
PWAP
2009
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$469K -$182K -5,111 -28%
MA
2010
MCF Advisors
Kentucky
$468K +$107 +3 +0%
GAM
2011
Grandview Asset Management
Pennsylvania
$467K -$23.1K -649 -5%
CF
2012
Copperwynd Financial
Arizona
$464K -$57.6K -1,616 -11%
CHP
2013
Cable Hill Partners
Oregon
$464K +$445K +12,495 New
MIP
2014
Marietta Investment Partners
Wisconsin
$461K – – –
CAN
2015
Claraphi Advisory Network
United States
$460K -$67K -1,881 -13%
FP
2016
Fiduciary Planning
Florida
$459K +$451K +12,673 New
HEIP
2017
Hudson Edge Investment Partners
New Jersey
$458K – – –
CA
2018
Cambridge Advisors
Nebraska
$456K +$677 +19 +0.2%
AFP
2019
Ausdal Financial Partners
Iowa
$455K -$79.1K -2,220 -15%
NCM
2020
Northside Capital Management
Oregon
$453K – – –
ATWA
2021
Arbor Trust Wealth Advisors
Michigan
$453K +$434K +12,187 New
KLI
2022
Kelman-Lazarov Inc
Tennessee
$452K -$14.7K -413 -3%
FBA
2023
Front Barnett Associates
Illinois
$452K – – –
FHC
2024
First Heartland Consultants
Missouri
$452K +$3.38K +95 +0.8%
HWM
2025
Howard Wealth Management
Connecticut
$452K +$434K +12,183 New
79 80
81
82 83