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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1926
Hedeker Wealth
Illinois
$70.6K -$1.45M -43,327 -95%
CFS
1927
Commonwealth Financial Services
West Virginia
$68K -$71.1K -2,127 -50%
TJHA
1928
Thomas J. Herzfeld Advisors
Florida
$67K +$201 +6 +0.3%
JSAM
1929
J. Safra Asset Management
New York
$57K -$25.7K -769 -30%
RWM
1930
Raffa Wealth Management
District of Columbia
$54.1K – – –
AIM
1931
Acrospire Investment Management
Illinois
$51K -$59.9K -1,792 -53%
KAS
1932
Kemnay Advisory Services
New York
$51K – – –
LIM
1933
Lagoda Investment Management
New York
$50K -$2.11K -63 -4%
WAS
1934
WESPAC Advisors SoCal
California
$49.2K – – –
IP
1935
Isthmus Partners
Wisconsin
$49K +$24.6K +737 +91%
WAP
1936
Wealthcare Advisory Partners
Pennsylvania
$48K – – –
CFN
1937
Cordasco Financial Network
Florida
$45K – – –
HS
1938
Horan Securities
United States
$45K +$48.2K +1,442 New
LWM
1939
Lenox Wealth Management
Ohio
$44K -$10.6K -316 -19%
SHJ
1940
Sharkey, Howes & Javer
Colorado
$42K – – –
LGWM
1941
Litman Gregory Wealth Management
California
$34K – – –
SAC
1942
Smith Affiliated Capital
New York
$33.9K – – –
CA
1943
CapWealth Advisors
Tennessee
$33K +$1.07K +32 +3%
BCI
1944
Brinker Capital Investments
Pennsylvania
$33K +$9.1K +272 +36%
IF
1945
Ironwood Financial
Arizona
$25K – – –
CWM
1946
Cedar Wealth Management
California
$22K – – –
HCM
1947
Herndon Capital Management
Georgia
$19K – – –
LOT
1948
Lombard Odier Transatlantic
Quebec, Canada
$17K – – –
GWA
1949
Guidant Wealth Advisors
Illinois
$17K +$17.6K +527 New
LBG
1950
Lloyds Banking Group
United Kingdom
$15K -$45K -1,345 -74%
76 77
78
79 80