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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1901
Waverly Advisors
Alabama
$549K -$739K -17,809 -57%
FBA
1902
Front Barnett Associates
Illinois
$547K -$38.1K -917 -6%
WI
1903
Wedgewood Investors
Pennsylvania
$547K – – –
OWA
1904
Outlook Wealth Advisors
Texas
$547K +$548K +13,207 New
RWM
1905
RKL Wealth Management
Pennsylvania
$546K -$70.2K -1,690 -11%
WRM
1906
Weybosset Research & Management
Rhode Island
$545K -$13.1K -316 -2%
FHC
1907
First Heartland Consultants
Missouri
$543K -$25.5K -614 -4%
PAG
1908
Pinnacle Advisory Group
Maryland
$541K +$332 +8 +0.1%
BWA
1909
Burt Wealth Advisors
Maryland
$537K -$66.4K -1,599 -11%
SCM
1910
Smith Capital Management
Arkansas
$537K +$539K +12,973 New
TAM
1911
Trillium Asset Management
Massachusetts
$536K -$78.2K -1,884 -13%
FMP
1912
Financial Management Professionals
Texas
$536K +$271K +6,524 +102%
GI
1913
Gradient Investments
Minnesota
$535K -$33.2K -800 -6%
WAG
1914
Winthrop Advisory Group
Massachusetts
$534K +$39K +939 +8%
KA
1915
Klingman & Associates
New York
$530K -$123K -2,957 -19%
LWA
1916
Lenox Wealth Advisors
New York
$530K -$374 -9 -0.1%
CF
1917
Copperwynd Financial
Arizona
$529K -$93.4K -2,250 -15%
PSC
1918
Prentiss Smith & Co
Vermont
$529K -$21.9K -527 -4%
ATFA
1919
All Terrain Financial Advisors
Minnesota
$527K -$3.86K -93 -0.7%
CWM
1920
CCG Wealth Management
California
$526K +$527K +12,692 New
GWI
1921
Grace & White Inc
New York
$524K – – –
HTHT
1922
Hemenway Trust Hemenway Trust
New Hampshire
$523K -$145K -3,492 -22%
CFG
1923
Cooper Financial Group
California
$523K +$524K +12,626 New
BWP
1924
BSW Wealth Partners
Colorado
$522K -$13.6K -327 -3%
BMCM
1925
Bryn Mawr Capital Management
Pennsylvania
$520K -$2.57K -62 -0.5%
75 76
77
78 79