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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
1926
Grace & White Inc
New York
$510K – – –
NG
1927
Northstar Group
New York
$510K +$5.97K +149 +1%
KLI
1928
Kelman-Lazarov Inc
Tennessee
$510K +$56.2K +1,403 +12%
SCM
1929
Stellar Capital Management
Arizona
$507K +$3.08K +77 +0.6%
BI
1930
Ballast Inc
Kentucky
$507K +$32K +800 +7%
BOS
1931
Bank of Stockton
California
$505K +$86.3K +2,155 +21%
RWM
1932
Ritholtz Wealth Management
New York
$503K +$27.6K +689 +6%
PPCM
1933
Pillar Pacific Capital Management
California
$502K -$34.8K -870 -7%
CAM
1934
Congress Asset Management
Massachusetts
$501K -$60.3K -1,505 -11%
ATFA
1935
All Terrain Financial Advisors
Minnesota
$501K -$12.5K -312 -2%
HBWM
1936
Hollow Brook Wealth Management
New York
$499K – – –
H
1937
HoyleCohen
California
$497K +$72.2K +1,803 +17%
DC
1938
DeDora Capital
California
$497K +$143K +3,570 +41%
TL
1939
TrueWealth LLC
Georgia
$493K +$6.01K +150 +1%
BBA
1940
Braun-Bostich & Associates
Pennsylvania
$492K +$193K +4,813 +65%
LWA
1941
Lenox Wealth Advisors
New York
$491K -$24.3K -606 -5%
DLCIG
1942
D.L. Carlson Investment Group
New Hampshire
$489K +$2.16K +54 +0.4%
ATPW
1943
Ashton Thomas Private Wealth
Arizona
$488K +$485K +12,114 New
CNB
1944
Camden National Bank
Maine
$488K +$360 +9 +0.1%
BCA
1945
Bay Colony Advisors
Massachusetts
$488K +$34.1K +851 +8%
HFP
1946
Holistic Financial Partners
Indiana
$486K -$48.9K -1,222 -9%
LCAM
1947
London & Capital Asset Management
United Kingdom
$486K – – –
PV
1948
Private Vista
Illinois
$481K -$201K -5,015 -30%
HTHT
1949
Hemenway Trust Hemenway Trust
New Hampshire
$478K -$30.8K -770 -6%
DPI
1950
Diversified Portfolios Inc
Michigan
$477K +$17K +424 +4%
76 77
78
79 80