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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1526
Evergreen Wealth Solutions
Pennsylvania
$942K +$134K +4,815 +17%
BG
1527
Bellevue Group
Switzerland
$939K +$304K +10,966 +48%
DCM
1528
Donaldson Capital Management
Indiana
$938K -$2.97K -107 -0.3%
TTWM
1529
TCV Trust & Wealth Management
Virginia
$938K -$107K -3,862 -10%
WWM
1530
Western Wealth Management
Colorado
$937K -$385K -13,884 -29%
LFG
1531
Larson Financial Group
Missouri
$937K +$308K +11,101 +49%
BOSSRA
1532
B.O.S.S. Retirement Advisors
Utah
$937K -$148K -5,332 -14%
GAM
1533
Gotham Asset Management
New York
$935K -$743K -26,788 -44%
LIA
1534
Luken Investment Analytics
Tennessee
$933K – – –
LMKC
1535
L.M. Kohn & Company
Ohio
$929K +$41.9K +1,511 +5%
HCM
1536
Huber Capital Management
California
$925K – – –
BAM
1537
Brave Asset Management
New Jersey
$924K +$31K +1,116 +3%
NAS
1538
Nicolet Advisory Services
Wisconsin
$922K +$81.9K +2,951 +9%
DMBA
1539
Deseret Mutual Benefit Administrators
Utah
$921K +$79.7K +2,873 +9%
KCM
1540
Kendall Capital Management
Maryland
$921K -$416K -14,985 -31%
TIA
1541
Traphagen Investment Advisors
New Jersey
$917K -$134K -4,816 -13%
UBG
1542
United Bank (Georgia)
Georgia
$915K +$44.3K +1,595 +5%
VNA
1543
Valley National Advisers
Pennsylvania
$914K +$190K +6,835 +26%
SIM
1544
Sentry Investment Management
Wisconsin
$914K +$424K +15,272 +87%
CM
1545
Capula Management
Cayman Islands
$913K +$913K +32,898 New
OWP
1546
Obermeyer Wealth Partners
Colorado
$908K -$84.1K -3,031 -8%
RGC
1547
Roberts, Glore & Co
Illinois
$908K +$148K +5,319 +19%
DP
1548
Dearborn Partners
Illinois
$907K +$141K +5,077 +18%
MMPW
1549
Mitchell McLeod Pugh & Williams
Alabama
$905K -$18.2K -657 -2%
AHC
1550
Adell Harriman & Carpenter
Texas
$904K -$1.28M -46,249 -59%
60 61
62
63 64