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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1676
Delta Financial Advisors
Louisiana
$619K +$27.8K +1,104 +5%
DSC
1677
Duncker Streett & Co
Missouri
$619K -$12.6K -498 -2%
PSB
1678
Passumpsic Savings Bank
Vermont
$618K +$626K +24,827 New
4WM
1679
44 Wealth Management
Oregon
$618K +$6.41K +254 +1%
FIM
1680
Fruth Investment Management
Texas
$616K -$25.2K -1,000 -4%
SIC
1681
Samalin Investment Counsel
New York
$614K -$35.1K -1,392 -5%
JWM
1682
JGP Wealth Management
Oregon
$614K +$47.2K +1,872 +8%
JE
1683
JMAC Enterprises
Pennsylvania
$614K +$193K +7,638 +45%
UAS
1684
United Asset Strategies
New York
$613K -$5.52K -219 -0.9%
BMC
1685
Benin Management Corp
Connecticut
$611K +$33.8K +1,340 +6%
LA
1686
Legacy Advisors
Pennsylvania
$609K -$58.6K -2,322 -9%
ORAM
1687
One River Asset Management
Connecticut
$609K +$470K +18,625 +320%
ORC
1688
O'Rourke & Company
Massachusetts
$609K +$161K +6,400 +35%
ECA
1689
Elevated Capital Advisors
Utah
$607K +$11.6K +458 +2%
RBFC
1690
Roman Butler Fullerton & Co
Missouri
$606K -$65K -2,579 -10%
CC
1691
Cornerstone Capital
California
$605K – – –
PWPS
1692
Pinnacle Wealth Planning Services
Ohio
$605K -$94.4K -3,744 -13%
HPM
1693
Hoxton Planning & Management
West Virginia
$605K +$47K +1,862 +8%
LCGC
1694
Legacy Capital Group California
California
$603K -$4.62K -183 -0.8%
ANBT
1695
American National Bank & Trust
Texas
$602K -$12.9K -511 -2%
KJWM
1696
Kiley Juergens Wealth Management
Washington
$601K +$215K +8,513 +55%
GEA
1697
Glen Eagle Advisors
New Jersey
$599K -$201K -7,964 -25%
RIG
1698
RiverFront Investment Group
Virginia
$599K +$163K +6,466 +37%
PEA
1699
Park Edge Advisors
Ohio
$596K – – –
LJHT
1700
Laurie J. Hall Trustee
$595K -$16.4K -650 -3%
66 67
68
69 70