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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1751
Pinnacle Advisory Group
Maryland
$405K -$145K -4,600 -27%
LCM
1752
Lucas Capital Management
New Jersey
$404K – – –
MJP
1753
Michael J. Puzo
$402K – – –
MC
1754
Menta Capital
California
$398K -$4.64M -147,232 -92%
HCM
1755
Highlander Capital Management
New Jersey
$398K – – –
LCM
1756
Liberty Capital Management
Michigan
$398K – – –
ARM
1757
Adirondack Research & Management
New York
$396K +$10.3K +327 +3%
AIM
1758
Avity Investment Management
Connecticut
$389K -$62.2K -1,973 -14%
CAM
1759
Congress Asset Management
Massachusetts
$389K -$11.4K -362 -3%
CA
1760
Continuum Advisory
Idaho
$389K +$378K +11,982 New
CCMG
1761
Clark Capital Management Group
Pennsylvania
$388K -$22.5M -713,964 -98%
KLI
1762
Kelman-Lazarov Inc
Tennessee
$388K -$30.6K -969 -7%
WRM
1763
Weybosset Research & Management
Rhode Island
$388K – – –
RWA
1764
RGT Wealth Advisors
Texas
$384K -$404K -12,819 -52%
SFFS
1765
Stonehage Fleming Financial Services
Jersey
$384K – – –
CAL
1766
Capital Advisors Ltd
Ohio
$383K -$5.08K -161 -1%
BWM
1767
BigSur Wealth Management
Florida
$383K – – –
LC
1768
Lincoln Capital
Nebraska
$378K +$71.1K +2,256 +24%
BKA
1769
Brick & Kyle Associates
Pennsylvania
$375K -$12.5K -397 -3%
MGIA
1770
Matthew Goff Investment Advisor
Texas
$375K +$365K +11,563 New
CS
1771
Cannell & Spears
New York
$373K – – –
CW
1772
Cobiz Wealth
Colorado
$370K +$13.5K +427 +4%
MCM
1773
McRae Capital Management
New Jersey
$369K -$59.8K -1,897 -14%
VWA
1774
V Wealth Advisors
Kansas
$368K +$357K +11,332 New
SGCA
1775
Steel Grove Capital Advisors
Tennessee
$367K -$4.01M -127,067 -92%
69 70
71
72 73