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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2076
HCR Wealth Advisors
California
$330K -$11K -323 -3%
VI
2077
Versor Investments
New York
$330K +$362K +10,645 New
PIA
2078
Pinion Investment Advisors
Kansas
$329K -$45.5K -1,340 -11%
HIM
2079
Hanlon Investment Management
New Jersey
$329K +$1.36K +40 +0.4%
ED
2080
Exane Derivatives
France
$328K -$104K -3,074 -23%
RIM
2081
Rockbridge Investment Management
New York
$328K +$359K +10,570 New
DK
2082
Darrell & King
Virginia
$327K – – –
HCM
2083
HGI Capital Management
New York
$327K – – –
HCIA
2084
Hochman Cole Investment Advisors
Illinois
$326K – – –
RICHC
2085
Renaissance Investment Consultants Holding Company
Pennsylvania
$325K +$1.77K +52 +0.6%
PAS
2086
Partnervest Advisory Services
California
$325K +$106K +3,132 +43%
ESBC
2087
E.S. Barr & Co
Kentucky
$324K -$43K -1,265 -11%
GBBWRPM
2088
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$324K -$11.8K -347 -3%
EIA
2089
Eldridge Investment Advisors
New Hampshire
$324K +$1.26K +37 +0.4%
SHA
2090
Seneca House Advisors
Virginia
$322K +$108K +3,192 +44%
KFP
2091
KMG Fiduciary Partners
Ohio
$321K +$352K +10,347 New
PG
2092
Patten Group
Tennessee
$320K +$53.9K +1,588 +18%
WCM
2093
WealthBridge Capital Management
Ohio
$319K – – –
TL
2094
TrueWealth LLC
Georgia
$317K +$11.2K +331 +3%
CCP
2095
Cardan Capital Partners
Colorado
$317K +$347K +10,208 New
AC
2096
Avestar Capital
New York
$316K +$87.9K +2,587 +34%
EHWM
2097
Eads & Heald Wealth Management
Georgia
$315K -$883 -26 -0.3%
AWA
2098
Acorn Wealth Advisors
Michigan
$315K +$747 +22 +0.2%
SIC
2099
Samalin Investment Counsel
New York
$313K +$80.2K +2,360 +30%
CAM
2100
Congress Asset Management
Massachusetts
$312K +$14.3K +422 +4%
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84
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