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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1951
DC Investments Management
Virginia
$517K -$9.22K -259 -2%
BWP
1952
BSW Wealth Partners
Colorado
$517K +$30.7K +861 +7%
EIA
1953
Edgemoor Investment Advisors
Maryland
$516K – – –
MCM
1954
MV Capital Management
Maryland
$516K +$94.9K +2,663 +24%
FIM
1955
Fruth Investment Management
Texas
$515K +$3.74K +105 +0.8%
NME
1956
Notis-McConarty Edward
$514K -$1.85K -52 -0.4%
LSPW
1957
Lake Street Private Wealth
Illinois
$513K +$61.6K +1,729 +14%
LA
1958
Legacy Advisors
Pennsylvania
$511K +$12.1K +340 +3%
AIM
1959
Avity Investment Management
Connecticut
$510K – – –
WI
1960
Wedgewood Investors
Pennsylvania
$510K +$5.66K +159 +1%
AIM
1961
Alhambra Investment Management
Florida
$510K +$489K +13,718 New
MC
1962
Mathes Company
New York
$509K -$169K -4,743 -26%
CWM
1963
Circle Wealth Management
New Jersey
$509K -$23.8K -668 -5%
SWP
1964
Strategic Wealth Partners
Ohio
$508K -$91.4K -2,567 -16%
ZAM
1965
Zevin Asset Management
Massachusetts
$507K +$155K +4,364 +47%
HWA
1966
Heritage Wealth Advisors
Virginia
$507K +$50.7K +1,424 +12%
SIG
1967
Sargent Investment Group
Maryland
$506K -$30K -843 -6%
WRM
1968
Weybosset Research & Management
Rhode Island
$505K +$1.85K +52 +0.4%
SCP
1969
Stamos Capital Partners
California
$503K +$482K +13,544 New
RFN
1970
RDA Financial Network
Iowa
$501K -$3.13K -88 -0.6%
PV
1971
Private Vista
Illinois
$500K -$25.1K -705 -5%
PC
1972
Port Capital
Illinois
$499K – – –
LWA
1973
Lenox Wealth Advisors
New York
$499K +$14.9K +417 +3%
GC
1974
Grace Capital
Massachusetts
$498K -$120K -3,362 -20%
MWM
1975
Mattern Wealth Management
Kansas
$498K +$477K +13,403 New
77 78
79
80 81