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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1901
Patriot Financial Group Insurance Agency
Massachusetts
$366K -$72.2K -2,117 -17%
LCM
1902
Lucas Capital Management
New Jersey
$366K -$40K -1,172 -10%
CISOA
1903
Capital Investment Services of America
Wisconsin
$366K -$10.8K -316 -3%
HFA
1904
High Falls Advisors
New York
$365K -$2.76K -81 -0.8%
WBG
1905
Wharton Business Group
Pennsylvania
$365K – – –
CCM
1906
Carlson Capital Management
Minnesota
$364K -$307 -9 -0.1%
HCIA
1907
Hochman Cole Investment Advisors
Illinois
$364K +$2.46K +72 +0.7%
CA
1908
Centerpoint Advisors
Massachusetts
$363K +$360K +10,568 New
DK
1909
Darrell & King
Virginia
$362K – – –
PP
1910
Peconic Partners
New York
$362K – – –
NG
1911
Northstar Group
New York
$358K +$11.6K +339 +3%
CAM
1912
Chesapeake Asset Management
New York
$357K – – –
CC
1913
Clearline Capital
New York
$357K +$354K +10,378 New
BCB
1914
Brian C. Broderick
$353K -$347K -10,164 -50%
GWS
1915
Glassman Wealth Services
Virginia
$352K +$5.46K +160 +2%
HHAA
1916
Henry H. Armstrong Associates
Pennsylvania
$351K -$112K -3,283 -24%
CWM
1917
Circle Wealth Management
New Jersey
$350K -$5.18K -152 -1%
SP
1918
Successful Portfolios
Florida
$346K +$344K +10,080 New
BMM
1919
Buffington Mohr McNeal
Idaho
$345K – – –
BL
1920
Balentine LLC
Georgia
$344K +$5.05K +148 +2%
HFS
1921
Haverford Financial Services
Pennsylvania
$344K +$13.8K +406 +4%
BW
1922
Biegel & Waller
Maryland
$342K +$3.89K +114 +1%
CFP
1923
Cornerstone Financial Partners
North Carolina
$342K +$340K +9,962 New
BCM
1924
Baltimore Capital Management
Maryland
$341K -$14.4K -422 -4%
HPWM
1925
Highland Private Wealth Management
Washington
$339K -$784 -23 -0.2%
75 76
77
78 79