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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Chesapeake Wealth Management
Virginia
$617K -$63.9K -1,743 -9%
FMT
1927
First Mercantile Trust
Tennessee
$617K -$15.2K -415 -2%
LRIC
1928
Long Road Investment Counsel
Michigan
$617K +$140K +3,819 +29%
MIM
1929
Montgomery Investment Management
Maryland
$614K -$13.7K -373 -2%
BCM
1930
Bourgeon Capital Management
Connecticut
$613K +$576K +15,708 +1,664%
HIP
1931
HUB Investment Partners
Texas
$613K +$613K +16,712 New
IDBONY
1932
Israel Discount Bank of New York
New York
$612K -$190K -5,167 -24%
IAS
1933
Investment Advisory Services
Texas
$612K +$28.6K +779 +5%
MAG
1934
MRA Advisory Group
New Jersey
$612K +$609K +16,613 New
TFIPS
1935
Towarzystwo Funduszy Inwestycyjnych PZU SA
$610K +$608K +16,576 New
PP
1936
PDS Planning
Ohio
$610K +$31.9K +869 +6%
WTFG
1937
Wells Trecaso Financial Group
Ohio
$608K -$103K -2,820 -15%
HHGA
1938
Halbert Hargrove Global Advisors
California
$604K +$349K +9,519 +139%
LIP
1939
Liontrust Investment Partners
United Kingdom
$602K +$600K +16,350 New
CA
1940
Crumly & Associates
Illinois
$601K -$8.51K -232 -1%
OTPPB
1941
Ontario Teachers' Pension Plan Board
Ontario, Canada
$599K -$422K -11,516 -41%
CPC
1942
Congress Park Capital
New York
$599K +$25.8K +702 +5%
ASBI
1943
American State Bank (Iowa)
Iowa
$599K +$597K +16,264 New
APW
1944
Acima Private Wealth
Virginia
$598K -$32.2K -877 -5%
B
1945
Bridgeworth
Alabama
$597K -$68.1K -1,857 -10%
DLHL
1946
Donald L. Hagan LLC
Florida
$593K -$144K -3,934 -20%
AC
1947
Avestar Capital
New York
$593K +$214K +5,823 +57%
APW
1948
Austin Private Wealth
Texas
$593K +$239K +6,527 +68%
CFFP
1949
Center for Financial Planning
Michigan
$591K -$31.8K -867 -5%
BC
1950
Burleson & Co
California
$591K -$21K -573 -3%
76 77
78
79 80