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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2001
Powell Investment Advisors
Florida
$481K -$20K -570 -4%
MAWCM
2002
Mine & Arao Wealth Creation & Management
California
$481K +$26.5K +755 +6%
BI
2003
Ballast Inc
Kentucky
$480K -$79.8K -2,276 -14%
GIA
2004
Gladstone Institutional Advisory
Florida
$479K +$57.7K +1,646 +14%
LWANC
2005
Laurel Wealth Advisors (North Carolina)
North Carolina
$478K +$29.2K +833 +6%
CFA
2006
Capstone Financial Advisors
Illinois
$478K +$178K +5,091 +59%
ZAM
2007
Zevin Asset Management
Massachusetts
$477K +$1.89K +54 +0.4%
IWP
2008
Icon Wealth Partners
Texas
$476K -$634K -18,092 -57%
BWA
2009
Burt Wealth Advisors
Maryland
$475K -$701 -20 -0.1%
WP
2010
WealthShield Partners
North Carolina
$475K +$478K +13,636 New
CCMT
2011
CMT Capital Markets Trading
Germany
$473K – – –
AWMF
2012
Arbor Wealth Management (Florida)
Florida
$472K -$54.6K -1,558 -10%
CF
2013
Copperwynd Financial
Arizona
$470K -$9.64K -275 -2%
PC
2014
Port Capital
Illinois
$470K -$3.75K -107 -0.8%
ODCM
2015
Old Dominion Capital Management
Virginia
$470K +$126K +3,583 +36%
SAM
2016
Security Asset Management
New York
$469K -$81.9K -2,337 -15%
SCM
2017
Smith Capital Management
Arkansas
$468K -$20.3K -580 -4%
NME
2018
Notis-McConarty Edward
$468K – – –
FGA
2019
Fortis Group Advisors
New Jersey
$467K +$471K +13,445 New
PGA
2020
Portland Global Advisors
Maine
$460K -$26.8K -763 -5%
GWSG
2021
GPS Wealth Strategies Group
Colorado
$460K +$463K +13,199 New
PPCM
2022
Pillar Pacific Capital Management
California
$458K – – –
BA
2023
Bristlecone Advisors
Washington
$457K +$44.9K +1,282 +11%
TIA
2024
Tiemann Investment Advisors
California
$453K -$5.54K -158 -1%
FBA
2025
Front Barnett Associates
Illinois
$453K +$11.1K +316 +2%
79 80
81
82 83