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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1851
KFG Wealth Management
Indiana
$557K -$22.8K -842 -4%
ISWM
1852
Independent Solutions Wealth Management
New York
$557K – – –
BLAM
1853
Bourne Lent Asset Management
New York
$555K – – –
FWM
1854
Forefront Wealth Management
Pennsylvania
$554K +$567K +20,891 New
RBWA
1855
RFG - Bristol Wealth Advisors
Massachusetts
$552K +$564K +20,804 New
EAM
1856
Everstar Asset Management
North Carolina
$552K +$16.1K +594 +3%
DO
1857
denkapparat Operations
Germany
$551K +$564K +20,778 New
LA
1858
LM Advisors
California
$551K -$27 -1 -0%
GM
1859
GeoWealth Management
Illinois
$551K -$379K -13,981 -40%
CCFCSB
1860
Cape Cod Five Cents Savings Bank
Massachusetts
$551K – – –
LI
1861
Lafayette Investments
Maryland
$551K +$15.2K +559 +3%
P
1862
Pitcairn
Pennsylvania
$549K -$152K -5,592 -21%
GKWIM
1863
Gerber Kawasaki Wealth & Investment Management
California
$547K +$814 +30 +0.1%
ML
1864
McAdam LLC
Pennsylvania
$547K -$24.4K -898 -4%
IP
1865
Investment Partners
Ohio
$547K +$44.7K +1,647 +9%
AW
1866
Alteri Wealth
California
$546K +$559K +20,593 New
PAMG
1867
Patton Albertson Miller Group
Tennessee
$546K -$106K -3,896 -16%
SMA
1868
Sage Mountain Advisors
Georgia
$546K +$38.1K +1,404 +7%
SC
1869
Sepio Capital
Utah
$545K -$3.53K -130 -0.6%
FWA
1870
FSC Wealth Advisors
New York
$545K -$27.9K -1,030 -5%
CPA
1871
Capital Performance Advisors
California
$544K +$335K +12,333 +151%
WF
1872
Warner Financial
Maryland
$544K -$490K -18,083 -47%
MFC
1873
Mechanics Financial Corp
Ohio
$544K -$3.39K -125 -0.6%
HCM
1874
Harvey Capital Management
Florida
$544K +$556K +20,500 New
JMFC
1875
J.M. Forbes & Co
Massachusetts
$543K -$7.16K -264 -1%
73 74
75
76 77