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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1801
Abacus Planning Group
South Carolina
$601K -$8.22K -303 -1%
FWTB
1802
First Western Trust Bank
Colorado
$600K -$10.7K -395 -2%
NCM
1803
Neumann Capital Management
California
$599K +$206K +7,587 +51%
CSB
1804
City State Bank
Iowa
$599K -$530K -19,548 -46%
UWS
1805
Unique Wealth Strategies
Illinois
$597K -$354K -13,056 -37%
CANC
1806
Culbertson A N & Co
Virginia
$597K +$19K +700 +3%
CCM
1807
Colorado Capital Management
Colorado
$596K -$19.8K -730 -3%
WB
1808
West Bancorporation
Iowa
$596K – – –
BCI
1809
Blue Capital Inc
Nebraska
$595K +$609K +22,444 New
IFU
1810
iSAM Funds (UK)
United Kingdom
$595K +$608K +22,427 New
CFO
1811
Callan Family Office
Pennsylvania
$595K +$608K +22,414 New
FSA
1812
Financial Sense Advisors
California
$594K -$127K -4,676 -17%
SOW
1813
State of Wyoming
Wyoming
$593K +$452K +16,652 +293%
AGP
1814
Aspire Growth Partners
Florida
$592K +$606K +22,333 New
OIA
1815
Optimum Investment Advisors
Illinois
$589K – – –
ONST
1816
Old North State Trust
North Carolina
$589K -$60.6K -2,234 -9%
OWA
1817
Octavia Wealth Advisors
Ohio
$588K +$199K +7,319 +49%
FCMT
1818
Founders Capital Management (Texas)
Texas
$588K -$86.3K -3,180 -13%
FRA
1819
Frank Rimerman Advisors
California
$587K -$2.05M -75,752 -77%
SCA
1820
Stonebridge Capital Advisors
Minnesota
$585K -$124K -4,562 -17%
WC
1821
Wynn Capital
Georgia
$585K -$25.9K -955 -4%
JPLA
1822
Joseph P. Lucia & Associates
New York
$585K -$247K -9,094 -29%
1WM
1823
1900 Wealth Management
Texas
$584K -$17.2K -635 -3%
PFM
1824
Privium Fund Management
Netherlands
$583K – – –
PHS
1825
Pekin Hardy Strauss
Illinois
$581K -$163K -6,000 -22%
71 72
73
74 75