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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1901
Itau Unibanco Holding S.A.
Brazil
$418K -$199K -5,179 -34%
CWM
1902
Circle Wealth Management
New Jersey
$418K +$1.89K +49 +0.5%
CAM
1903
Cidel Asset Management
Ontario, Canada
$415K – – –
VWA
1904
V Wealth Advisors
Kansas
$409K +$64.2K +1,667 +20%
HFA
1905
Huber Financial Advisors
Illinois
$408K +$38 +1 +0%
LC
1906
Landaas & Company
Wisconsin
$407K +$77 +2 +0%
OBWP
1907
O'Brien Wealth Partners
Massachusetts
$407K +$375K +9,738 New
MWM
1908
Merriman Wealth Management
Washington
$406K -$149K -3,877 -29%
ZAM
1909
Zevin Asset Management
Massachusetts
$406K – – –
MLFP
1910
MPS Loria Financial Planners
Illinois
$405K -$138K -3,572 -27%
SFI
1911
SPC Financial Inc
Maryland
$405K +$40.6K +1,054 +12%
CNB
1912
Camden National Bank
Maine
$401K +$2.12K +55 +0.6%
HPWM
1913
Highland Private Wealth Management
Washington
$399K -$30.1K -783 -8%
MWM
1914
Meridian Wealth Management
Kentucky
$398K -$165K -4,290 -31%
CW
1915
Cabot-Wellington
Massachusetts
$397K – – –
JLBC
1916
J.L. Bainbridge & Co
Florida
$397K +$365K +9,486 New
ARM
1917
Adirondack Research & Management
New York
$396K – – –
TIM
1918
Tortoise Investment Management
New York
$396K – – –
ML
1919
McAdam LLC
Pennsylvania
$396K +$174K +4,527 +92%
PWM
1920
Perigon Wealth Management
California
$394K -$419K -10,891 -54%
FUBT
1921
First United Bank & Trust
Maryland
$394K -$28.4K -738 -7%
CF
1922
Corrigan Financial
Rhode Island
$393K -$6.78K -176 -2%
AW
1923
Alpha Windward
Massachusetts
$393K -$8.35K -217 -2%
SCM
1924
Suffolk Capital Management
New York
$393K +$361K +9,388 New
EA
1925
Elm Advisors
California
$392K +$72.4K +1,881 +25%
75 76
77
78 79