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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPM
1851
Connective Portfolio Management
New York
$600K +$630K +20,850 New
PFM
1852
Privium Fund Management
Netherlands
$599K +$609K +20,143 New
MSFP
1853
Mark Sheptoff Financial Planning
Connecticut
$598K -$121K -3,990 -16%
CNC
1854
Citizens & Northern Corp
Pennsylvania
$597K -$532K -17,583 -46%
FPF
1855
First Pacific Financial
Washington
$596K +$42.9K +1,418 +7%
GKWIM
1856
Gerber Kawasaki Wealth & Investment Management
California
$595K -$148K -4,901 -19%
CAI
1857
Capital Advisors Inc
Oklahoma
$593K +$42.9K +1,418 +7%
BSC
1858
Brown Shipley & Co
United Kingdom
$592K -$18.8K -623 -3%
ARC
1859
Advisor Resource Council
Texas
$592K +$365K +12,075 +142%
WIA
1860
Westbourne Investment Advisors
Maryland
$592K – – –
NBT
1861
Northwest Bank & Trust
Iowa
$592K +$622K +20,560 New
IFPG
1862
Intrepid Financial Planning Group
Indiana
$592K -$151K -5,000 -20%
AP
1863
Atwood & Palmer
Missouri
$590K -$12.1K -400 -2%
SCM
1864
Sage Capital Management
New Jersey
$590K +$619K +20,479 New
BWS
1865
Buck Wealth Strategies
Colorado
$589K -$4.48M -148,364 -88%
BFA
1866
Beaumont Financial Advisors
Massachusetts
$587K -$155K -5,128 -20%
TIM
1867
Tevis Investment Management
Texas
$587K – – –
AC
1868
Avestar Capital
New York
$587K +$97.4K +3,223 +19%
SC
1869
Sawyer & Company
Massachusetts
$586K -$68K -2,248 -10%
GI
1870
Gradient Investments
Minnesota
$585K +$34.1K +1,129 +6%
GCM
1871
Gibraltar Capital Management
Oklahoma
$585K +$17.3K +571 +3%
DFA
1872
Delta Financial Advisors
Louisiana
$584K -$1.19M -39,393 -66%
KFA
1873
Krane Funds Advisors
New York
$583K +$35.2K +1,163 +6%
CCA
1874
Childress Capital Advisors
Texas
$583K +$13.2K +436 +2%
FCAS
1875
First Command Advisory Services
Texas
$582K -$13.1K -434 -2%
73 74
75
76 77