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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
701
Hudson Valley Investment Advisors
New York
$4.14M -$573K -21,117 -12%
WAP
702
Wealthcare Advisory Partners
Pennsylvania
$4.11M +$63K +2,324 +2%
LFAS
703
Level Four Advisory Services
Texas
$4.11M -$251K -9,265 -6%
NEAM
704
New England Asset Management
Connecticut
$4.1M -$580K -21,390 -12%
EM
705
Excalibur Management
Massachusetts
$4.08M -$237K -8,742 -5%
WAM
706
Wernau Asset Management
Massachusetts
$4.07M +$4.16M +153,548 New
NC
707
NewSquare Capital
Pennsylvania
$4.05M -$30.1K -1,109 -0.7%
GCA
708
Gallagher Capital Advisors
Texas
$4.05M +$4.14M +152,613 New
CTA
709
Chesley Taft & Associates
Illinois
$4.04M +$104K +3,833 +3%
RHAM
710
Round Hill Asset Management
California
$4.04M +$312K +11,514 +8%
TCA
711
Transcend Capital Advisors
New Jersey
$4.03M -$220K -8,115 -5%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$4.03M -$477K -17,599 -10%
SPC
713
Sigma Planning Corp
Michigan
$4.02M -$435K -16,023 -10%
PCA
714
Pallas Capital Advisors
Massachusetts
$4.01M +$3.4M +125,351 +488%
C
715
Certuity
Florida
$4M +$2.58M +95,068 +171%
CIA
716
Concurrent Investment Advisors
Florida
$4M +$732 +27 +0%
SDJVC
717
St. Denis J. Villere & Co
Louisiana
$3.99M -$628K -23,144 -13%
AC
718
Arrow Capital
Australia
$3.98M +$4.07M +150,000 New
TCM
719
Teza Capital Management
Illinois
$3.96M +$3.72M +137,293 +1,156%
HPIA
720
Hamilton Point Investment Advisors
North Carolina
$3.93M -$440K -16,239 -10%
MIM
721
Marco Investment Management
Georgia
$3.89M -$51.5K -1,900 -1%
WI
722
Wahed Invest
New York
$3.87M +$242K +8,937 +7%
SMI
723
Shelter Mutual Insurance
Missouri
$3.87M – – –
D
724
Drystone
Virginia
$3.87M +$3.95M +145,800 New
FIB
725
First Interstate Bank
Montana
$3.86M +$3.5M +128,985 +780%
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