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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1876
Stratos Investment Management
Ohio
$542K +$149K +5,502 +37%
SSA
1877
Sierra Summit Advisors
Nevada
$542K -$9.75M -359,609 -95%
MCA
1878
Magnolia Capital Advisors
Mississippi
$542K +$325K +11,975 +142%
TIM
1879
Tevis Investment Management
Texas
$541K – – –
BB
1880
Berkshire Bank
Massachusetts
$540K -$35.8K -1,321 -6%
BDFN
1881
Bond & Devick Financial Network
Minnesota
$538K – – –
AWE
1882
Avidian Wealth Enterprises
Texas
$537K -$56.4K -2,080 -9%
MG
1883
Mather Group
Illinois
$536K -$125K -4,602 -19%
LIM
1884
Letson Investment Management
Georgia
$535K -$1.3K -48 -0.2%
NI
1885
Natural Investments
California
$534K +$547K +20,152 New
CBT
1886
Crews Bank & Trust
Florida
$534K +$546K +20,128 New
OLA
1887
Oliver Luxxe Assets
New Jersey
$533K – – –
EFSCE
1888
Enterprise Financial Services Corp (EFSC)
Missouri
$529K -$115K -4,232 -17%
PCM
1889
Perritt Capital Management
Illinois
$529K +$14.2K +522 +3%
SLG
1890
Stanley-Laman Group
Pennsylvania
$529K -$836K -30,831 -61%
GCP
1891
GSA Capital Partners
United Kingdom
$528K -$350K -12,898 -39%
CCFM
1892
Clear Creek Financial Management
Washington
$527K -$606K -22,336 -53%
AWMNY
1893
Arcadia Wealth Management (New York)
New York
$527K +$538K +19,850 New
WIA
1894
Westbourne Investment Advisors
Maryland
$526K – – –
LCGC
1895
Legacy Capital Group California
California
$526K +$138K +5,093 +35%
LIG
1896
Lokken Investment Group
Delaware
$525K -$47.2K -1,740 -8%
EI
1897
Ellevest Inc
New York
$524K -$72.7K -2,681 -12%
TCM
1898
Thoma Capital Management
Maryland
$523K +$535K +19,713 New
TWA
1899
TCI Wealth Advisors
Arizona
$523K +$122K +4,506 +30%
IHL
1900
Investment House LLC
California
$523K -$111K -4,075 -17%
74 75
76
77 78