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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1826
Berman Capital Advisors
Georgia
$520K -$88.1K -2,422 -14%
GIP
1827
Granite Investment Partners
California
$520K – – –
BBA
1828
Braun-Bostich & Associates
Pennsylvania
$519K -$33.2K -912 -6%
MJP
1829
Michael J. Puzo
$517K -$21.7K -598 -4%
CAG
1830
Csenge Advisory Group
Florida
$516K -$299K -8,213 -35%
BOS
1831
Bingham Osborn & Scarborough
California
$516K -$65.3K -1,796 -11%
OWA
1832
One Wealth Advisors
California
$514K -$46.8K -1,288 -8%
JFA
1833
JNBA Financial Advisors
Minnesota
$513K -$12.4K -342 -2%
AFP
1834
Ausdal Financial Partners
Iowa
$510K -$96.7K -2,660 -15%
BFPW
1835
BOK Financial Private Wealth
Colorado
$510K -$35.9K -987 -6%
LC
1836
Loews Corp
New York
$509K -$246K -6,767 -31%
QI
1837
Qtron Investments
Massachusetts
$508K -$421K -11,591 -44%
EF
1838
Empirical Finance
Pennsylvania
$508K +$9.13K +251 +2%
JWM
1839
Jupiter Wealth Management
Colorado
$507K – – –
WAM
1840
Winslow Asset Management
Ohio
$507K – – –
RFN
1841
RDA Financial Network
Iowa
$506K -$17.1K -471 -3%
AF
1842
Allworth Financial
California
$506K -$1.38K -38 -0.3%
MA
1843
MANA Advisors
New York
$505K +$539K +14,822 New
BA
1844
Birinyi Associates
Connecticut
$503K -$297K -8,169 -36%
KWMG
1845
King Wealth Management Group
Florida
$502K -$12.7K -349 -2%
LC
1846
Lindbrook Capital
California
$499K -$53.6K -1,475 -9%
PPCM
1847
Pillar Pacific Capital Management
California
$498K – – –
WLIM
1848
White Lighthouse Investment Management
Massachusetts
$496K -$161K -4,425 -23%
CF
1849
Copperwynd Financial
Arizona
$494K +$85.6K +2,354 +20%
SIG
1850
Sargent Investment Group
Maryland
$492K +$50.1K +1,379 +11%
72 73
74
75 76