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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1851
Richwood Investment Advisors
Ohio
$925K -$43.2K -1,001 -4%
FWM
1852
Forefront Wealth Management
Pennsylvania
$924K +$2.63K +61 +0.3%
AA
1853
Altman Advisors
Illinois
$922K +$238K +5,522 +20%
JMFC
1854
J.M. Forbes & Co
Massachusetts
$922K – – –
CWM
1855
Curi Wealth Management
North Carolina
$920K -$342K -7,918 -26%
GIM
1856
Greylin Investment Management
Virginia
$916K -$137K -3,171 -12%
WA1
1857
Wimmer Associates 1
California
$916K -$66.5K -1,540 -6%
IIC
1858
Integrated Investment Consultants
Michigan
$915K +$34.7K +804 +4%
MFC
1859
Mechanics Financial Corp
Ohio
$915K -$314K -7,268 -24%
IRC
1860
Investors Research Corp
Georgia
$915K – – –
MC
1861
Machina Capital
France
$912K +$965K +22,353 New
NW
1862
Naviter Wealth
Arkansas
$911K +$242K +5,612 +34%
DF
1863
Donoghue Forlines
Massachusetts
$911K +$114K +2,640 +13%
CCG
1864
Coastwise Capital Group
California
$911K +$479K +11,091 +99%
SAM
1865
Summit Asset Management
Tennessee
$910K +$6.09K +141 +0.6%
NL
1866
NVWM LLC
Pennsylvania
$910K +$149K +3,461 +18%
MPPW
1867
Mitchell & Pahl Private Wealth
Oklahoma
$908K -$66.8K -1,546 -6%
OHWA
1868
Oak Hill Wealth Advisors
Virginia
$906K -$64.7K -1,499 -6%
NFA
1869
Northern Financial Advisors
Michigan
$904K +$103K +2,375 +12%
CBNLCF
1870
Cognios Beta Neutral Large Cap Fund
Kansas
$901K +$65.8K +1,523 +7%
PWM
1871
Palumbo Wealth Management
New York
$901K -$49K -1,134 -5%
BI
1872
Ballast Inc
Kentucky
$900K +$85.2K +1,972 +10%
EIA
1873
Edgemoor Investment Advisors
Maryland
$897K -$217K -5,022 -19%
SFS
1874
Strategic Financial Services
New York
$896K -$1.17M -27,021 -55%
LWM
1875
Lodestone Wealth Management
Washington
$895K -$64.2K -1,487 -6%
73 74
75
76 77