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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
OMIC
2001
Old Mission Investment Co
Michigan
$465K +$13K +469 +3%
BRM
2002
Boston Research & Management
Massachusetts
$465K – – –
RDFA
2003
Ritter Daniher Financial Advisory
Ohio
$464K -$20.5K -740 -4%
HPM
2004
Hoxton Planning & Management
West Virginia
$464K +$197K +7,097 +74%
APF
2005
Alaska Permanent Fund
Alaska
$464K -$2.47M -88,935 -84%
WWM
2006
Whalen Wealth Management
Nevada
$464K +$464K +16,706 New
VAM
2007
Verity Asset Management
North Carolina
$463K +$42.3K +1,526 +10%
LA
2008
Lindenwold Advisors
Pennsylvania
$463K +$216K +7,787 +87%
LRPA
2009
L. Roy Papp & Associates
Arizona
$460K – – –
KWMG
2010
King Wealth Management Group
Florida
$458K -$5.27K -190 -1%
MSCM
2011
McElhenny Sheffield Capital Management
Texas
$458K – – –
DBIA
2012
Dumont & Blake Investment Advisors
New Jersey
$457K -$4.33K -156 -0.9%
LA
2013
Latitude Advisors
Florida
$456K -$28.8K -1,037 -6%
IAP
2014
Indie Asset Partners
Indiana
$454K +$5.66K +204 +1%
BEI
2015
Benjamin Edwards Inc
Missouri
$453K -$82.1K -2,959 -15%
MPPW
2016
Mitchell & Pahl Private Wealth
Oklahoma
$453K -$55.3K -1,994 -11%
RWM
2017
RKL Wealth Management
Pennsylvania
$452K -$12.2K -441 -3%
AP
2018
Atwood & Palmer
Missouri
$452K -$117K -4,210 -21%
PCM
2019
Perritt Capital Management
Illinois
$452K +$35.6K +1,284 +9%
CCMG
2020
Clark Capital Management Group
Pennsylvania
$451K -$210K -7,555 -32%
AIA
2021
AIMZ Investment Advisors
California
$450K -$19.2K -693 -4%
FEM
2022
Fulcrum Equity Management
Texas
$450K +$42.3K +1,523 +10%
AF
2023
Apexium Financial
Texas
$450K -$281K -10,144 -38%
SFS
2024
Sharp Financial Services
Pennsylvania
$450K +$199K +7,188 +80%
NIWA
2025
New Insight Wealth Advisors
California
$449K -$369K -13,315 -45%
79 80
81
82 83