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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Mascoma Wealth Management
New Hampshire
$460K +$29.6K +865 +7%
BCM
1802
Breiter Capital Management
Florida
$456K -$34 -1 -0%
MLFP
1803
MPS Loria Financial Planners
Illinois
$456K +$2.53K +74 +0.6%
BMCM
1804
Bryn Mawr Capital Management
Pennsylvania
$456K +$6.42K +188 +1%
CAM
1805
Congress Asset Management
Massachusetts
$455K -$54.7K -1,600 -11%
KLI
1806
Kelman-Lazarov Inc
Tennessee
$455K – – –
WI
1807
Wedgewood Investors
Pennsylvania
$454K -$45.3K -1,327 -9%
GFP
1808
Gryphon Financial Partners
Ohio
$454K -$6.59K -193 -1%
MA
1809
MCF Advisors
Kentucky
$454K +$854 +25 +0.2%
PJSIMP
1810
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K -$72K -2,108 -14%
WPC
1811
White Pine Capital
Minnesota
$453K -$4.51K -132 -1%
NWM
1812
Northwest Wealth Management
Iowa
$446K -$38.3K -1,121 -8%
TCM
1813
Telos Capital Management
California
$445K +$161K +4,725 +58%
CC
1814
Cedar Capital
Illinois
$444K +$55.7K +1,629 +14%
GWI
1815
Grace & White Inc
New York
$435K – – –
WIM
1816
Wittenberg Investment Management
Massachusetts
$435K – – –
CA
1817
Calton & Associates
Florida
$433K -$394K -11,529 -51%
BWP
1818
BSW Wealth Partners
Colorado
$432K +$7.96K +233 +2%
TC
1819
TradeLink Capital
Illinois
$432K +$429K +12,543 New
AWA
1820
AmeriServ Wealth Advisors
Pennsylvania
$430K +$29K +850 +7%
HBWM
1821
Hollow Brook Wealth Management
New York
$426K – – –
LFG
1822
LifePlan Financial Group
Ohio
$425K -$10.8K -316 -2%
CCM
1823
Chickasaw Capital Management
Tennessee
$424K +$180K +5,270 +75%
TL
1824
TrueWealth LLC
Georgia
$421K +$28.8K +842 +7%
SWA
1825
SFMG Wealth Advisors
Texas
$420K +$67.6K +1,977 +19%
71 72
73
74 75