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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2001
FSM Wealth Advisors
Ohio
$672K +$1.95K +50 +0.3%
FWM
2002
Fairhaven Wealth Management
Illinois
$671K +$712K +18,300 New
1IA
2003
1620 Investment Advisors
Massachusetts
$671K +$7.36K +189 +1%
MHI
2004
Miller Howard Investments
New York
$670K -$25.4K -652 -3%
MIP
2005
Marietta Investment Partners
Wisconsin
$670K – – –
CWP
2006
Core Wealth Partners
California
$669K +$62.9K +1,615 +10%
CFG
2007
Cooper Financial Group
California
$669K -$261K -6,702 -27%
EWM
2008
Evermay Wealth Management
Virginia
$668K -$66K -1,695 -9%
CPC
2009
Consolidated Planning Corp
Georgia
$667K +$459K +11,798 +185%
W
2010
Wealthquest
Ohio
$665K -$2.65K -68 -0.4%
CAGAS
2011
Capital Advisory Group Advisory Services
Minnesota
$664K +$16.3K +418 +2%
PSC
2012
Prentiss Smith & Co
Vermont
$664K – – –
CFFP
2013
Center for Financial Planning
Michigan
$662K +$22.1K +569 +3%
ASBI
2014
American State Bank (Iowa)
Iowa
$662K -$7.86K -202 -1%
MWA
2015
Monograph Wealth Advisors
California
$661K -$62.3K -1,600 -8%
CWS
2016
Cypress Wealth Services
California
$661K -$106K -2,736 -13%
PCMC
2017
Paragon Capital Management (Colorado)
Colorado
$659K -$68.1K -1,750 -9%
WOC
2018
West Oak Capital
California
$659K -$38.9K -1,000 -5%
DC
2019
Defender Capital
North Carolina
$658K +$698K +17,935 New
SQA
2020
Simon Quick Advisors
New Jersey
$657K +$88.1K +2,264 +14%
RFG
2021
RFP Financial Group
Georgia
$656K +$638K +16,381 +1,094%
CASB
2022
Cape Ann Savings Bank
Massachusetts
$655K +$31.2K +802 +5%
RTC
2023
Riverview Trust Company
Washington
$655K -$103K -2,658 -13%
HVP
2024
Hudson Value Partners
Florida
$654K -$4.01K -103 -0.6%
CNB
2025
Camden National Bank
Maine
$653K -$81.6K -2,097 -11%
79 80
81
82 83