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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1951
Glassman Wealth Services
Virginia
$399K -$11.3K -312 -3%
CWP
1952
Capital Wealth Planning
Florida
$397K -$455K -12,515 -52%
HHAA
1953
Henry H. Armstrong Associates
Pennsylvania
$396K – – –
GEA
1954
Glen Eagle Advisors
New Jersey
$395K +$7.38K +203 +2%
BWM
1955
BigSur Wealth Management
Florida
$394K – – –
DSN
1956
D. Scott Neal
Kentucky
$393K +$4.73K +130 +1%
OCM
1957
Orser Capital Management
Texas
$390K -$790K -21,722 -66%
CW
1958
Cabot-Wellington
Massachusetts
$390K – – –
FAM
1959
Fenimore Asset Management
New York
$383K – – –
MCM
1960
MV Capital Management
Maryland
$383K +$34.7K +954 +9%
OWP
1961
Obermeyer Wealth Partners
Colorado
$382K +$78.5K +2,159 +24%
FUBT
1962
First United Bank & Trust
Maryland
$381K -$40.1K -1,102 -9%
BB
1963
Bell Bank
North Dakota
$381K -$9.6K -264 -2%
LC
1964
Lincoln Capital
Nebraska
$380K -$7.34K -202 -2%
JF
1965
JSF Financial
California
$380K -$73 -2 -0%
DAM
1966
Diamant Asset Management
Connecticut
$377K -$82.4K -2,267 -17%
WCM
1967
Weik Capital Management
Pennsylvania
$377K – – –
AIM
1968
AIA Investment Management
Singapore
$375K +$400K +11,003 New
PHAM
1969
Palisades Hudson Asset Management
Florida
$374K – – –
QFA
1970
Quattro Financial Advisors
Texas
$373K +$401K +11,014 New
TL
1971
TrueWealth LLC
Georgia
$372K -$40.7K -1,118 -9%
LWANC
1972
Laurel Wealth Advisors (North Carolina)
North Carolina
$372K +$2.69K +74 +0.7%
HTHT
1973
Hemenway Trust Hemenway Trust
New Hampshire
$372K +$7.2K +198 +2%
GSWM
1974
Golden State Wealth Management
California
$372K +$24.5K +674 +7%
WBG
1975
Wharton Business Group
Pennsylvania
$371K – – –
77 78
79
80 81