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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1926
Tortoise Investment Management
New York
$63K -$37.5K -1,313 -37%
MFT
1927
Moisand Fitzgerald Tamayo
Florida
$60K – – –
WA
1928
WealthTrust-Arizona
Arizona
$56K +$143 +5 +0.3%
LWM
1929
Lenox Wealth Management
Ohio
$55K +$20.6K +721 +59%
LBG
1930
Lloyds Banking Group
United Kingdom
$50K -$298K -10,418 -85%
FNBSF
1931
First National Bank Sioux Falls
South Dakota
$48K -$3.63K -127 -7%
RWM
1932
Raffa Wealth Management
District of Columbia
$47.4K – – –
LIM
1933
Lagoda Investment Management
New York
$46K -$2.4K -84 -5%
SLF
1934
Sun Life Financial
Ontario, Canada
$45K -$274K -9,575 -23%
KAS
1935
Kemnay Advisory Services
New York
$44K – – –
WAS
1936
WESPAC Advisors SoCal
California
$43.1K +$3K +105 +7%
TSU
1937
TD Securities (USA)
New York
$40K -$628 -22 -2%
CA
1938
CapWealth Advisors
Tennessee
$39K +$10.8K +377 +37%
CFN
1939
Cordasco Financial Network
Florida
$38K -$49.7K -1,740 -56%
TJHA
1940
Thomas J. Herzfeld Advisors
Florida
$38K +$38.8K +1,358 New
SHJ
1941
Sharkey, Howes & Javer
Colorado
$37K – – –
WAS
1942
Winch Advisory Services
Wisconsin
$34K -$10.3K -359 -23%
LGWM
1943
Litman Gregory Wealth Management
California
$30K +$30.1K +1,054 New
SAC
1944
Smith Affiliated Capital
New York
$29.6K – – –
CWM
1945
Cedar Wealth Management
California
$24K +$19.6K +685 +387%
IP
1946
Isthmus Partners
Wisconsin
$23K -$4.63K -162 -17%
IF
1947
Ironwood Financial
Arizona
$22K +$22.7K +793 New
BCI
1948
Brinker Capital Investments
Pennsylvania
$21K -$12.1K -422 -36%
GBT
1949
Grove Bank & Trust
Florida
$18K +$3K +105 +20%
LOT
1950
Lombard Odier Transatlantic
Quebec, Canada
$15K -$146K -5,112 -91%
76 77
78
79 80