Hedge Fund Database

CORNERSTONE WEALTH

CORNERSTONE WEALTH GROUP, LLC Legal Name

Adviser information for CORNERSTONE WEALTH last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 50
Investment Advisory/Research 50
Registered Broker-Dealer Representatives 20
Registered State Investment Advisers 24
Licensed Agents of an Insurance Company 16
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,093 $1.3B
Non-Discretionary 0 $0
Total 2,093 $1.3B

Clients

Type Number RAUM
Individuals 1,785 $765.0M
HNW Individuals 140 $488.4M
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 10 $19.9M
Other 158 $19.3M
Type Number
No. of Non-RAUM Clients 50
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation % of AUMFixed feesREVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Other Business Activities INSURANCE, CREDIT AND CASH MANAGEMENT SOLUTIONS

Identifiers

SEC RIA File Number 801-112164
SEC ERA File Number 801-112164
SEC CIK Numbers 1774879
SEC CRD Numbers 289971
Legal Entity Identifier None

Principal Office

16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE
NC
United States
Monday - Friday, 8:00 AM - 5:30 PM
Tel: 704-987-3410, Fax: 704-987-4240

Websites

twitter.com/cwgadvisors www.facebook.com/cwg-advisors-343730062377643/ focusfinancialpartners.com www.linkedin.com/company/2064318 www.linkedin.com/company/1813815/ cwgretire.com cwgadvisors.com

Chief Compliance Officer

RACHEL POSNER
CCO
16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE
NC
United States
Tel: 704-987-3410
Fax: 704-987-4240
(Full email address available in API data)

Regulatory Contact

TERRI FIESSINGER
COO
16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE
NC
United States
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency
ORIGIN CREDIT ADVISERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SCS CAPITAL MANAGEMENT LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
WILLIAMS JONES WEALTH MANAGEMENT, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FOCUS OPERATING, LLC Domestic Entity – MEMBER (MANAGER) 09/2017 > 75%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
RUBRECHT, CRAIG, ALAN Individual – CHIEF EXECUTIVE OFFICER 01/2018 < 5%
FIESSINGER, TERRI, E Individual – CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER 01/2018 < 5%
CARBONE, JEFFREY, ALAN Individual – PARTNER 01/2018 < 5%
SMITH, ANDREW, KELSEY Individual – PARTNER 01/2018 < 5%
POSNER, RACHEL, LEE Individual – CHIEF COMPLIANCE OFFICER 01/2018 < 5%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MANAGING MEMBER 07/2018 > 75%
HODGE, CLIFFORD, PADGETT Individual – CHIEF INVESTMENT OFFICER 12/2019 < 5%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT, INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON, DUBILIER & RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%

No. Employees, Historic

50250201920202021202220232024202540 on 8/5/201940 on 10/15/201940 on 12/3/201940 on 12/20/201940 on 1/6/202035 on 3/20/202035 on 3/30/202035 on 4/2/202035 on 5/11/202035 on 6/19/202035 on 6/23/202035 on 7/31/202035 on 10/12/202035 on 10/30/202035 on 1/4/202135 on 1/5/202132 on 3/29/202132 on 10/25/202132 on 11/9/202132 on 1/14/202232 on 1/21/202238 on 3/28/202238 on 6/21/202238 on 7/8/202238 on 7/8/202238 on 9/20/202238 on 12/14/202235 on 3/28/202335 on 5/3/202335 on 5/30/202335 on 9/26/202335 on 9/27/202335 on 10/4/202335 on 11/30/202345 on 1/2/202445 on 2/26/202445 on 3/7/202450 on 3/25/2024

RAUM, Historic

2B1B02019202020212022202320242025825219217 on 8/5/2019825219217 on 10/15/2019825219217 on 12/3/2019825219217 on 12/20/2019825219217 on 1/6/2020997126943 on 3/20/2020997126943 on 3/30/2020997126943 on 4/2/2020997126943 on 5/11/2020997126943 on 6/19/2020997126943 on 6/23/2020997126943 on 7/31/2020997126943 on 10/12/2020997126943 on 10/30/2020997126943 on 1/4/2021997126943 on 1/5/20211066360174 on 3/29/20211066360174 on 10/25/20211066360174 on 11/9/20211066360174 on 1/14/20221066360174 on 1/21/20221262416773 on 3/28/20221262416773 on 6/21/20221262416773 on 7/8/20221262416773 on 7/8/20221262416773 on 9/20/20221262416773 on 12/14/20221118483263 on 3/28/20231118483263 on 5/3/20231118483263 on 5/30/20231118483263 on 9/26/20231118483263 on 9/27/20231118483263 on 10/4/20231118483263 on 11/30/20231118483263 on 1/2/20241118483263 on 2/26/20241118483263 on 3/7/20241292570659 on 3/25/2024

No. Clients, Historic

6,0003,000020192020202120222023202420254633 on 8/5/20194633 on 10/15/20194633 on 12/3/20194633 on 12/20/20194633 on 1/6/20204917 on 3/20/20204917 on 3/30/20204917 on 4/2/20204917 on 5/11/20204917 on 6/19/20204917 on 6/23/20204917 on 7/31/20204917 on 10/12/20204917 on 10/30/20204917 on 1/4/20214917 on 1/5/20215075 on 3/29/20215075 on 10/25/20215075 on 11/9/20215075 on 1/14/20225075 on 1/21/20222159 on 3/28/20222159 on 6/21/20222159 on 7/8/20222159 on 7/8/20222159 on 9/20/20222159 on 12/14/20222045 on 3/28/20232045 on 5/3/20232045 on 5/30/20232045 on 9/26/20232045 on 9/27/20232045 on 10/4/20232045 on 11/30/20232045 on 1/2/20242045 on 2/26/20242045 on 3/7/20242093 on 3/25/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AB ACTIVE ETFS INC TAX AWARE SHRT 1M 59K –
ABBOTT LABS COM 7M 64K –
ABBVIE INC COM 12M 68K –
ACCENTURE PLC IRELAND SHS CLASS A 694K 2K –
ADOBE INC COM 694K 1K –
ADVANCED MICRO DEVICES INC COM 4M 26K –
AFLAC INC COM 322K 4K –
ALPHABET INC CAP STK CL A 12M 64K –
ALPHABET INC CAP STK CL C 3M 16K –
ALTRIA GROUP INC COM 4M 86K –
AMAZON COM INC COM 15M 77K –
AMERICAN EXPRESS CO COM 805K 3K –
AMERIPRISE FINL INC COM 239K 559 –
AMGEN INC COM 4M 13K –
AMPHENOL CORP NEW CL A 229K 3K –
AON PLC SHS CL A 255K 867 –
APPLE INC COM 49M 232K –
APPLIED MATLS INC COM 408K 2K –
AT&T INC COM 6M 293K –
AUTOMATIC DATA PROCESSING IN COM 6M 23K –
BANK AMERICA CORP COM 14M 346K –
BARCLAYS PLC ADR 113K 11K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 9M 22K –
BLACKROCK CORPOR HI YLD FD I COM 131K 14K –
BLACKROCK FLOATING RATE INCO COM 142K 11K –
BLACKROCK INC COM 332K 422 –
BLACKSTONE INC COM 4M 29K –
BOSTON SCIENTIFIC CORP COM 207K 3K –
BRISTOL-MYERS SQUIBB CO COM 577K 14K –
BROADCOM INC COM 15M 9K –
CANADIAN NATL RY CO COM 219K 2K –
CARLISLE COS INC COM 218K 538 –
CARRIER GLOBAL CORPORATION COM 259K 4K –
CATERPILLAR INC COM 2M 5K –
CHEVRON CORP NEW COM 8M 49K –
CHIPOTLE MEXICAN GRILL INC COM 201K 3K –
CISCO SYS INC COM 381K 8K –
CITIGROUP INC COM NEW 4M 56K –
CLEARMIND MEDICINE INC COM NEW 34K 20K –
COCA COLA CO COM 1M 23K –
COLGATE PALMOLIVE CO COM 4M 41K –
COMCAST CORP NEW CL A 433K 11K –
CONOCOPHILLIPS COM 8M 66K –
CONSTELLATION ENERGY CORP COM 260K 1K –
COSTCO WHSL CORP NEW COM 5M 6K –
CSX CORP COM 237K 7K –
CUMMINS INC COM 10M 35K –
DANAHER CORPORATION COM 265K 1K –
DARDEN RESTAURANTS INC COM 3M 17K –
DEERE & CO COM 829K 2K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 61K –
DISNEY WALT CO COM 4M 42K –
DOMINION ENERGY INC COM 814K 17K –
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 2M 41K –
DOW INC COM 443K 8K –
DUKE ENERGY CORP NEW COM NEW 2M 20K –
DUPONT DE NEMOURS INC COM 244K 3K –
EATON CORP PLC SHS 5M 15K –
EATON VANCE LTD DURATION INC COM 121K 12K –
ELI LILLY & CO COM 11M 12K –
ENBRIDGE INC COM 566K 16K –
EXXON MOBIL CORP COM 9M 82K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 291K 2K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 2M 42K –
FIDELITY NATL INFORMATION SV COM 5M 66K –
FIRSTENERGY CORP COM 3M 88K –
FISERV INC COM 332K 2K –
FORD MTR CO DEL COM 134K 11K –
FREEPORT-MCMORAN INC CL B 213K 4K –
GE AEROSPACE COM NEW 723K 5K –
GOLDMAN SACHS GROUP INC COM 4M 9K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 232K 4K –
HOME DEPOT INC COM 13M 37K –
HONEYWELL INTL INC COM 5M 23K –
HORACE MANN EDUCATORS CORP N COM 235K 7K –
HUNTINGTON BANCSHARES INC COM 218K 17K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 318K 9K –
INNOVATOR ETFS TRUST US EQTY BUFR JUL 1M 25K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 424K 12K –
INNOVATOR ETFS TRUST US EQTY PWR BF 1M 33K –
INNOVATOR ETFS TRUST US EQT PWR BUF 1M 32K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 425K 11K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 246K 6K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 39K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 33K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 928K 24K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 311K 8K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 583K 16K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 32K –
INTEL CORP COM 944K 30K –
INTERNATIONAL BUSINESS MACHS COM 622K 4K –
INTUIT COM 439K 668 –
INTUITIVE SURGICAL INC COM NEW 6M 13K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 8K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 372K 8K –
INVESCO QQQ TR UNIT SER 1 2M 4K –
IRON MTN INC DEL COM 348K 4K –
ISHARES INC CORE MSCI EMKT 6M 116K –
ISHARES TR IBOXX INV CP ETF 743K 7K –
ISHARES TR U.S. TECH ETF 680K 5K –
ISHARES TR RUSSELL 3000 ETF 240K 776 –
ISHARES TR 3 7 YR TREAS BD 960K 8K –
ISHARES TR NATIONAL MUN ETF 2M 16K –
ISHARES TR MORNINGSTAR GRWT 396K 5K –
ISHARES TR SELECT DIVID ETF 1M 9K –
ISHARES TR COHEN STEER REIT 5M 91K –
ISHARES TR MSCI ACWI EX US 20M 379K –
ISHARES TR RUS MID CAP ETF 6M 77K –
ISHARES TR S&P 500 GRWT ETF 1M 13K –
ISHARES TR RUS 1000 ETF 19M 64K –
ISHARES TR CORE S&P MCP ETF 900K 15K –
ISHARES TR ISHS 1-5YR INVS 458K 9K –
ISHARES TR CORE US AGGBD ET 51M 528K –
ISHARES TR CORE MSCI INTL 15M 226K –
ISHARES TR RUS 1000 VAL ETF 339K 2K –
ISHARES TR 1 3 YR TREAS BD 320K 4K –
ISHARES TR JPMORGAN USD EMG 1M 15K –
ISHARES TR CORE S&P SCP ETF 6M 60K –
ISHARES TR CORE S&P500 ETF 42M 77K –
ISHARES TR CORE HIGH DV ETF 223K 2K –
ISHARES TR RUS 1000 GRW ETF 4M 11K –
ISHARES TR MSCI EMG MKT ETF 466K 11K –
ISHARES TR RUSSELL 2000 ETF 3M 13K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 4M 74K –
JANUS DETROIT STR TR HENDRSON AAA CL 18M 347K –
JOHNSON & JOHNSON COM 8M 52K –
JPMORGAN CHASE & CO. COM 12M 60K –
KENVUE INC COM 7M 370K –
KIMBERLY-CLARK CORP COM 466K 3K –
KNIGHTSCOPE INC CLASS A COM 28K 91K –
L3HARRIS TECHNOLOGIES INC COM 3M 14K –
LAM RESEARCH CORP COM 287K 269 –
LEGG MASON ETF INVT FRANKLIN INTL LW 4M 135K –
LENNAR CORP CL A 467K 3K –
LINCOLN ELEC HLDGS INC COM 9M 46K –
LINDE PLC SHS 226K 515 –
LOCKHEED MARTIN CORP COM 732K 2K –
LOWES COS INC COM 6M 26K –
M & T BK CORP COM 4M 28K –
MARSH & MCLENNAN COS INC COM 255K 1K –
MASTERCARD INCORPORATED CL A 2M 5K –
MCDONALDS CORP COM 6M 24K –
MCKESSON CORP COM 394K 675 –
MERCK & CO INC COM 8M 63K –
META PLATFORMS INC CL A 9M 19K –
MICRON TECHNOLOGY INC COM 257K 2K –
MICROSOFT CORP COM 29M 65K –
MONDELEZ INTL INC CL A 522K 8K –
MORGAN STANLEY COM NEW 361K 4K –
NETFLIX INC COM 858K 1K –
NEXTERA ENERGY INC COM 1M 17K –
NIKE INC CL B 2M 30K –
NOVARTIS AG SPONSORED ADR 3M 28K –
NU HLDGS LTD ORD SHS CL A 486K 38K –
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 212K 8K –
NVIDIA CORPORATION COM 86K 19K –
NVIDIA CORPORATION COM 120M 969K –
NVIDIA CORPORATION COM 216K 120K –
NVIDIA CORPORATION COM 1M 630K –
NVIDIA CORPORATION COM 452K 51K –
OMEGA HEALTHCARE INVS INC COM 248K 7K –
ORACLE CORP COM 2M 16K –
PACER FDS TR SWAN SOS MODERAT 667K 25K –
PALO ALTO NETWORKS INC COM 4M 13K –
PAYPAL HLDGS INC COM 215K 4K –
PEPSICO INC COM 11M 69K –
PFIZER INC COM 463K 17K –
PHILIP MORRIS INTL INC COM 711K 7K –
PHILLIPS 66 COM 669K 5K –
PIMCO HIGH INCOME FD COM SHS 120K 25K –
PRICE T ROWE GROUP INC COM 248K 2K –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 13M 703K –
PROCTER AND GAMBLE CO COM 9M 52K –
PRUDENTIAL FINL INC COM 7M 56K –
QUALCOMM INC COM 6M 30K –
RAYMOND JAMES FINL INC COM 288K 2K –
REGENERON PHARMACEUTICALS COM 4M 4K –
REPUBLIC SVCS INC COM 4M 19K –
ROPER TECHNOLOGIES INC COM 216K 383 –
RTX CORPORATION COM 305K 3K –
S&P GLOBAL INC COM 358K 802 –
SALESFORCE INC COM 615K 2K –
SCHLUMBERGER LTD COM STK 3M 58K –
SCHWAB STRATEGIC TR INTL EQTY ETF 462K 12K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 386K 15K –
SCHWAB STRATEGIC TR US LRG CAP ETF 30M 461K –
SCHWAB STRATEGIC TR US SML CAP ETF 5M 98K –
SCHWAB STRATEGIC TR US LCAP GR ETF 984K 10K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 353K 5K –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 24K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 334K 3K –
SELECT SECTOR SPDR TR TECHNOLOGY 14M 63K –
SELECT SECTOR SPDR TR INDL 5M 41K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 7M 48K –
SELECT SECTOR SPDR TR SBI INT-UTILS 9M 133K –
SELECT SECTOR SPDR TR SBI CONS STPLS 6M 73K –
SEMPRA COM 3M 39K –
SERVICENOW INC COM 4M 5K –
SHERWIN WILLIAMS CO COM 257K 862 –
SHOPIFY INC CL A 248K 4K –
SIMON PPTY GROUP INC NEW COM 3M 22K –
SOUTHERN CO COM 7M 91K –
SPDR GOLD TR GOLD SHS 510K 2K –
SPDR S&P 500 ETF TR TR UNIT 78M 143K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 240K 448 –
SPDR SER TR PORTFOLIO S&P500 326K 5K –
SPDR SER TR PORTFOLIO LN TSR 3M 102K –
SPDR SER TR NUVEEN BLMBRG MU 2M 34K –
SSGA ACTIVE ETF TR MULT ASS RLRTN 5M 169K –
STARBUCKS CORP COM 469K 6K –
STARWOOD PPTY TR INC COM 190K 10K –
STEEL DYNAMICS INC COM 3M 23K –
STRYKER CORPORATION COM 820K 2K –
T-MOBILE US INC COM 4M 22K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 341K 2K –
TARGET CORP COM 227K 2K –
TESLA INC COM 2M 8K –
TEXAS INSTRS INC COM 323K 2K –
THE BALDWIN INSURANCE GRP IN COM CL A 592K 17K –
THE CIGNA GROUP COM 1M 3K –
THERMO FISHER SCIENTIFIC INC COM 512K 925 –
TJX COS INC NEW COM 565K 5K –
TRUIST FINL CORP COM 5M 121K –
TWO RDS SHARED TR CONDCTR GBL EQTY 4M 302K –
UBER TECHNOLOGIES INC COM 4M 55K –
UNILEVER PLC SPON ADR NEW 370K 7K –
UNION PAC CORP COM 583K 3K –
UNITED CMNTY BKS BLAIRSVLE G COM 214K 8K –
UNITED PARCEL SERVICE INC CL B 399K 3K –
UNITEDHEALTH GROUP INC COM 6M 12K –
V2X INC COM 371K 8K –
VALLEY NATL BANCORP COM 470K 67K –
VANECK ETF TRUST MRNGSTR WDE MOAT 5M 59K –
VANECK ETF TRUST FALLEN ANGEL HG 2M 79K –
VANGUARD INDEX FDS MID CAP ETF 1M 4K –
VANGUARD INDEX FDS SMALL CP ETF 1M 6K –
VANGUARD INDEX FDS TOTAL STK MKT 17M 64K –
VANGUARD INDEX FDS S&P 500 ETF SHS 18M 36K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 22K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 654K 6K –
VANGUARD WORLD FD INF TECH ETF 265K 460 –
VERIZON COMMUNICATIONS INC COM 531K 13K –
VISA INC COM CL A 10M 38K –
WALMART INC COM 7M 101K –
WASTE MGMT INC DEL COM 221K 1K –
WELLS FARGO CO NEW COM 349K 6K –
WILLIAMS COS INC COM 3M 75K –
WISDOMTREE TR EMER MKT HIGH FD 8M 190K –
WP CAREY INC COM 269K 5K –
YUM BRANDS INC COM 295K 2K –
ZIMMER BIOMET HOLDINGS INC COM 351K 3K –
ZOETIS INC CL A 334K 2K –