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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1951
Hartford Financial Management
Connecticut
$300K +$18.1K +527 +6%
CA
1952
Corrado Advisors
New Jersey
$299K -$1.08M -31,272 -78%
TIM
1953
Tortoise Investment Management
New York
$298K +$15.5K +451 +5%
ECM
1954
Elgethun Capital Management
South Dakota
$298K +$23.2K +674 +8%
ADMI
1955
Albert D. Mason Inc
Massachusetts
$298K +$304K +8,849 New
TCOO
1956
Trust Company of Oklahoma
Oklahoma
$297K +$2.17K +63 +0.7%
QC
1957
Quadrature Capital
United Kingdom
$297K +$304K +8,829 New
AIM
1958
Acropolis Investment Management
Missouri
$295K -$25.7K -748 -8%
HHGA
1959
Halbert Hargrove Global Advisors
California
$295K +$22K +641 +8%
WCM
1960
Wallace Capital Management
Texas
$294K – – –
PCM
1961
Pointe Capital Management
Michigan
$294K +$3.2K +93 +1%
ACG
1962
Allen Capital Group
Nebraska
$294K +$300K +8,728 New
AWM
1963
Aevitas Wealth Management
Massachusetts
$293K +$16.8K +488 +6%
BI
1964
Bredin Investment
Delaware
$293K – – –
SFFS
1965
Stonehage Fleming Financial Services
Jersey
$292K – – –
LIA
1966
LBMC Investment Advisors
Tennessee
$290K -$23K -668 -7%
IIA
1967
IPG Investment Advisors
California
$290K +$72.5K +2,108 +32%
VCM
1968
Vivaldi Capital Management
Illinois
$289K +$16.2K +472 +6%
PD
1969
Planning Directions
Pennsylvania
$289K +$295K +8,568 New
CNB
1970
Camden National Bank
Maine
$288K – – –
CWM
1971
Cabot Wealth Management
Massachusetts
$287K -$5.57K -162 -2%
WA
1972
Wealth Architects
California
$286K -$76.8K -2,233 -21%
HCA
1973
Horan Capital Advisors
Ohio
$284K – – –
MMA
1974
Miracle Mile Advisors
California
$284K – – –
CCM
1975
Copeland Capital Management
Pennsylvania
$282K – – –
77 78
79
80 81